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Cape Town: Financial Advisor posted by Hire Resolve






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

Click Go Apply to apply online!


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