Financial Advisor

Location: Western Cape (Cape Town / Winelands)
Employment Type: Commission-based with the potential for a base salary depending on the remuneration structure.

Build Lasting Client Relationships. Deliver Holistic Financial Solutions.

A leading financial services organisation is seeking experienced Financial Advisors to provide professional financial planning and relationship banking services to affluent and high-net-worth clients.

This is an exciting opportunity for client-focused financial professionals who are passionate about building trusted relationships delivering tailored financial advice and helping clients grow protect and preserve their wealth through personalised investment retirement insurance estate and trust planning solutions.

• Build manage and grow a portfolio of affluent and high-net-worth clients.
• Deliver holistic financial planning across investments life products retirement planning estate planning and trust solutions.
• Identify new business opportunities through referrals networking and relationship building.
• Provide tailored financial solutions aligned with each clients financial goals and objectives.
• Maintain long-term client relationships through ongoing advisory engagement and financial reviews.
• Ensure compliance with FAIS banking regulations and internal governance requirements.
• Collaborate with internal specialists across investment credit and estate structuring to deliver comprehensive client solutions.

Candidates with either of the following backgrounds will be considered:

• 35 years continuous industry experience in financial advisory wealth management or relationship banking.
• NQF 6 FSB-approved qualification.
• RE5 qualification completed.
• 120 FAIS credits.
• CFP qualification will be advantageous.
• Commercial and Industrial banking knowledge will be advantageous.
• Ability to work independently with minimal supervision.
• Fit and Proper for the applicable licence categories.
• FSP licence from a previous employer.

• Minimum 2 years continuous industry experience in financial advisory wealth management or relationship banking.
• NQF 5 FSB-approved qualification.
• RE5 qualification completed.
• 120 FAIS credits.
• CFP qualification will be advantageous.
• Proof of minimum annual commission earnings of approximately R30000 per month.
• Fit and Proper for the applicable licence categories.
• FSP licence from a previous employer.

• Passionate about helping clients build protect and grow their wealth.
• A strong relationship builder with excellent interpersonal and networking skills.
• Client-centric with a consultative approach to financial advice.
• Sales driven while maintaining the highest ethical and professional standards.
• Knowledgeable in financial planning principles including investments retirement risk estate and trust planning.
• Professional consultative and able to build long-term trusted client relationships.
• Self-motivated and able to work independently while delivering exceptional client service.

• Comprehensive employee benefits.
• Performance-based commission earning potential.
• Opportunity to work with affluent and high-net-worth client portfolios.
• Long-term career growth within a leading banking and wealth environment.
• Ongoing professional development and support.

If youre an experienced Financial Advisor with a passion for relationship management and holistic financial planning wed love to hear from you.