Senior Financial Advisor
RPO Recruitment
Cape Town, Western Cape
Permanent
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Posted 10 June 2024

Job Details

Job Description

RPO's client, a leading financial services firm, is seeking a seasoned Senior Financial Advisor to join their team. The ideal candidate will bring a wealth of experience, impeccable presentation skills, and a proven track record in financial planning and advisory services.

Responsibilities:

  • Provide comprehensive financial planning and investment advisory services to high-net-worth clients.
  • Develop and maintain long-term relationships with clients, ensuring their financial goals and objectives are met.
  • Conduct in-depth reviews of clients' financial circumstances, current provisions, and future aims.
  • Research and present investment strategies, products, and services that align with clients' financial goals.
  • Stay updated on financial markets, products, and industry regulations.
  • Prepare detailed financial plans, reports, and presentations for clients.
  • Collaborate with other financial professionals within the firm to provide holistic financial solutions.
  • Adhere to compliance and regulatory standards, ensuring ethical and legal conduct in all advisory activities.
Requirements
  • Minimum 10 years of experience as a Financial Advisor.
  • Certified Financial Planner (CFP) designation is mandatory.
  • Native English speaker with exceptional verbal and written communication skills.
  • Highly presentable with a professional demeanor.
  • Strong interpersonal skills with the ability to build and maintain client relationships.
  • Proficient in financial planning software and tools.
  • Excellent analytical and problem-solving skills.
  • Ability to work independently and as part of a team.
  • High level of integrity and commitment to client confidentiality.
Benefits
  • Family Leave (Maternity, Paternity)
  • Training & Development

Contact RPO Recruitment for your next career opportunity. 

  • Salary: negotiable.
  • Our client is offering a highly competitive salary for this role based on experience.
  • Apply for this role today, contact Llizelle Jansen at RPO Recruitment or on LinkedIn 
  • You can also visit the RPO Recruitment website: rporecruitment.us or email us your CV: [email protected]