Overview
Financial Advisor Jobs in South Africa at WCP Holdings
Job Overview:
WCP Holdings is looking for an experienced, high-performing Financial Advisor to join our dynamic start-up financial services firm. The ideal candidate is a driven, entrepreneurial adviser with a solid track record of client relationship management and business development. This is a high-impact role for someone who wants to help shape a company from the ground up.
Key Responsibilities:
– Manage and grow a portfolio of clients (existing or new).
– Provide holistic financial planning and wealth advice.
– Conduct regular financial needs analyses and reviews.
– Maintain strong product knowledge across investments, risk, and retirement planning.
– Ensure compliance with all FAIS and FICA requirements.
– Contribute to business strategy and client acquisition planning.
Minimum Requirements:
– 3–5+ years as a Financial Advisor or Wealth Manager.
– RE5 Certificate and FAIS-compliant.
– NQF 5/6 in Wealth Management
– Existing book of clients or a proven ability to build one.
– Excellent interpersonal and communication skills.
– Strong sense of initiative and accountability.
NB:Must have own vehicle.
Job Type: Full-time
Work Location: On the road
Title: Financial Advisor
Company: WCP Holdings
Location: South Africa
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