Financial Advisor

Company Description

Fairbairn Cafe is a financial advisory firm dedicated to offering unbiased, expert advice to clients across South Africa. We focus on empowering individuals and entrepreneurs by guiding them through complex financial landscapes to help them make informed decisions and achieve their financial goals. Our commitment to transparency, personalized solutions, and exceptional service has made Fairbairn Cafe a trusted partner for those seeking financial clarity and growth.

Role Description

This is a full-time on-site role for a Financial Advisor, located in the City of Cape Town. The Financial Advisor will be responsible for providing comprehensive financial planning, offering retirement planning services, managing investment portfolios, and giving expert financial advice. Day-to-day tasks include meeting with clients, assessing their financial needs, creating financial strategies, and ongoing monitoring of their financial progress.

Qualifications

• Expertise in Financial Planning and Finance
• Proficiency in Retirement Planning and Investments
• Experience in Financial Advisory roles
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to understand and interpret financial data
• Bachelor's degree in Finance, Economics, Business, or a related field
• Relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are advantageous

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