Overview
Financial Advisor Jobs in Cape Town, South Africa at Peninsula BlueStar – authorised by Sanlam
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.
Responsibilities
Provide financial planning support to clients
Support investment professionals to cultivate client relationships
Prepare financial plans and check their accuracy
Qualifications
Grade 12
Financial Advisory and Intermediary Services Act (FAIS) “Fit and Proper” requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
Financial Planning and Finance skills
Retirement Planning and Investments expertise
Financial Advisory knowledge
Excellent analytical and problem-solving skills
Strong communication and interpersonal skills
Ability to work well under pressure and meet deadlines
Interpersonal skills
Seniority Level
Entry level
Employment Type
Full-time
Job Function
Finance and Sales
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Title: Financial Advisor
Company: Peninsula BlueStar – authorised by Sanlam
Location: Cape Town, South Africa
Category: Finance & Banking (Financial Consultant, Accounting & Finance, Financial Sales, Banking & Finance), Sales (Financial Sales, Banking & Finance)
