Financial Advisor Full Time

HireResolve has partnered with a leading Wealth and Fund Management firm who is looking for a Financial Advisor to join their team based at the Waterfront in Cape Town. As a boutique firm the offers a bespoke and personal service to their clients and they are seeking a Financial Advisor who will prioritise their client’s needs 

Responsibilities:

• Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets
• Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools
• Securing stocks and bonds and establishing progressive savings accounts
• Moving money from accounts per industry and federal regulations
• Performing market research to stay current with financial trends
• Preparing financial documents, such as income projections and investment reports
• Maintaining compliance with all rules and regulations in the financial industry
• Identifying and pursuing potential clients to maintain a strong client base

Requirements:

• Relevant University Degree in Finance / Accounting / Investment
• CFP Qualified and RE 5 is essential
• 5+ years experience in a similar environment

If you meet the above requirements and want to make a career-changing move, apply today by either filling in the online application form or emailing your CV to Hire Resolve at financialcareers@hireresolve.za.com
You are also welcome to contact Michaela Boustred on LinkedIn or call her on 021 551 8638.

Please note that correspondence will only be conducted with shortlisted candidates for this position. Should you not hear from us within 3 days, please consider your application unsuccessful.