Date | 2024-07-08 |
---|---|
Job Title | Financial Advisor |
Employer | Hire Resolve More Information |
Salary | 0 |
Category | Finance Accounting |
Location |
Western Cape / Cape Town |
Job Summary
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 Hire Resolve
Financial Advisor position available in Western Cape, Cape Town. This job position was posted by Hire Resolve. The job has been posted as a char8000 ad on 2024-07-08 at 00:03:52 in the Finance Accounting category
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