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Financial Advisor - Western Cape

MetropolitanCape Town, ZA

10 days ago

Job description

Job title : Financial Advisor - Western Cape

Job Location : Western Cape, Cape Town

Deadline : October 18, 2025

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Role Purpose

Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.

Requirements

Matric / N4 Equivalent Qualification.

FAIS requirements based on DOFA date

Relevant regulatory examinations if you are already working in the financial services industry.

5 years’ experience for individuals with matric

1-2 years’ experience for individuals with undergraduate degree (preferred)

Strong computer literacy skills

Fluency in English

Duties & Responsibilities

Engage with prospect clients to understand their financial needs.

Sell products that align with the clients’ financial requirements.

Accurately record client information and sales details

Achieve targets related to production, quality and conversion.

Comply with legislative regulations and adhere to all compliance requirements.

Competencies

Verbally fluent

Numerical reasoning ability

Be able to plan and manage their time.

Self-reliant

Be resilient (drive, determination, risk tolerance, bounce back after setbacks)

Manage relationships well.

Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).

Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)

Sales / Retail / Business Development jobs

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Cape Western Cape • Cape Town, ZA

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