Financial Advisor

Overview

Envestpro, Cape Town, Western Cape, South Africa

Role Description

This is a full-time, on-site role for a Financial Advisor located in Cape Town. The Financial Advisor will be responsible for providing financial planning and advice to clients, developing and maintaining client relationships, and managing client portfolios. Daily tasks include conducting financial assessments, creating financial plans, and recommending investment opportunities. The role also involves staying updated on financial regulations and market trends to ensure clients receive the best advice possible.

Qualifications

• Financial planning and investment advisory skills
• Experience in creating financial plans and conducting financial assessments
• Skills in developing and maintaining client relationships
• Knowledge of financial regulations and market trends
• Excellent communication and interpersonal skills
• Strong analytical and problem-solving skills
• Bachelor\'s degree in Finance, Economics, or a related field
• Relevant certifications such as CFP (Certified Financial Planner) are a plus

Seniority level

Employment type

EEO statements and similar notices were not provided in the original description and are not included here. This refined version focuses on the core responsibilities and qualifications for the role.

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