Overview
Financial Advisor Jobs in Cape Town, South Africa at Oasis Group Holdings (Sa)
Join to apply for the Financial Advisor – Cape Town role at Oasis Crescent.
Job Title: Financial Advisor – Cape Town
Job Location: Western Cape, Cape Town
Deadline: April 14
Position Overview
We are seeking a qualified and experienced Financial Advisor to join our dynamic team. The ideal candidate will have a strong background in financial planning, possess the necessary certifications, and demonstrate a commitment to client-centric service.
Key Responsibilities
Provide comprehensive financial planning and advisory services to clients.
Develop and implement personalized investment strategies aligned with clients’ financial goals.
Maintain and grow a client portfolio through proactive relationship management.
Stay abreast of industry trends, regulatory changes, and investment opportunities.
Collaborate with internal teams to deliver holistic financial solutions.
Qualifications
Bachelor’s degree in finance, accounting, business or related field.
RE5 certification.
Certified Financial Planner (CFP) designation.
Experience
Minimum of 3 years’ experience in financial planning and advisory services.
Strong understanding of investment products, financial markets, and regulatory frameworks.
Excellent communication and interpersonal skills.
Proven ability to build and maintain client relationships.
Self-motivated with a results-driven approach.
Skills Required
Financial Planning Expertise: Ability to develop detailed financial plans and strategies, incorporating investment management, tax planning, retirement planning, estate planning, and risk management.
Investment Knowledge: In-depth knowledge of various financial products, including equities, fixed income, mutual funds, retirement products, and alternative investments.
Client Relationship Management: Skilled in establishing trust and long-term relationships with clients, understanding their needs, and delivering appropriate solutions.
Analytical Skills: Strong ability to analyze financial data, assess investment opportunities, and make informed recommendations.
Regulatory Compliance: Understanding of local financial regulations and compliance requirements, including FSB regulations and industry standards.
Communication Skills: Excellent verbal and written communication skills, with the ability to explain complex financial concepts to clients in a clear and approachable manner.
Sales and Networking: Ability to prospect new clients and build a solid network, driving business growth.
Time Management: Strong organizational skills with the ability to manage multiple clients, tasks, and deadlines effectively.
Competencies
Client-Centric Approach: A deep commitment to understanding and meeting client needs while delivering excellent service.
Ethical Integrity: Demonstrates high levels of professionalism and integrity in dealing with clients and colleagues.
Problem-Solving: Ability to identify client challenges and provide tailored solutions to meet their financial goals.
Resilience: Ability to handle rejection and manage setbacks while maintaining a positive and proactive attitude.
Team
Collaboration:
Works effectively with internal teams, sharing knowledge and resources to deliver integrated solutions.
Continuous Learning: Commitment to ongoing personal and professional development to stay ahead of industry trends and regulations.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
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Title: Financial Advisor
Company: Oasis Group Holdings (Sa)
Location: Cape Town, South Africa
Category: Finance & Banking (Financial Consultant, Financial Advisor, Financial Analyst)
