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Financial Advisor (51802)

Ntice Sourcing SolutionsZA

24 days ago

Job description

Job title : Financial Advisor (51802)

Job Location : Western Cape,

Deadline : October 02, 2025

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Job Description

A rapidly growing financial services company is looking for dedicated, client-focused individuals to join their team as Financial Advisors. The firm is committed to empowering individuals and families to take control of their financial future by providing personalized, goal-based advice, modern planning tools, and access to a wide range of financial solutions that align with clients' values and long-term goals

As a Financial Advisor, you will play a vital role in building lasting relationships and guiding clients through all stages of their financial journey

Role Overview

As a Financial Advisor, you'll be responsible for delivering comprehensive financial guidance to clients across diverse backgrounds. You'll assess their financial situations, develop personalized plans, and support their progress toward financial well-being. This role combines strategic thinking, communication skills, and a genuine passion for helping people

Key Responsibilities

Build and manage a portfolio of clients through trust-based relationships

Conduct detailed financial assessments, including budgeting, retirement planning, investments, insurance, tax planning, and estate considerations

Create and deliver tailored financial plans based on client goals, risk tolerance, and life circumstances

Educate clients about financial products, tools, and services in a transparent and compliant manner

Monitor client portfolios and provide ongoing advice in response to market changes or life events

Collaborate with internal teams (e.g., investment, tax, legal) to provide holistic client solutions

Maintain accurate records and ensure regulatory compliance with financial advisory standards

Stay up to date on financial markets, products, industry trends, and compliance requirements

Qualifications

Required :

Minimum 1 year of experience as a Financial Advisor, Wealth Manager, or similar role

Relevant certifications (e.g., CFP®, CFA®, ChFC®, or Series 7 / 66)

Strong understanding of investment strategies, insurance, retirement planning, and tax optimization

Excellent communication and interpersonal skills

Client-first mindset and high ethical standards

Preferred :

Ability to work in a fast-paced, collaborative environment

Passion for financial literacy and inclusion

What We Offer

Competitive base salary plus performance-based incentives

Professional development support

Opportunity to shape the future of financial planning at a purpose-driven company

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Financial Advisor • ZA