Financial Advisor - Cape Town at Oasis Crescent

Position Overview

• We are seeking a qualified and experienced Financial Advisor to join our dynamic team. The ideal candidate will have a strong background in financial planning, possess the necessary certifications, and demonstrate a commitment to client-centric service.

Key Responsibilities

• Provide comprehensive financial planning and advisory services to clients.
• Develop and implement personalized investment strategies aligned with clients' financial goals.
• Maintain and grow a client portfolio through proactive relationship management.
• Stay abreast of industry trends, regulatory changes, and investment opportunities.
• Collaborate with internal teams to deliver holistic financial solutions.

Qualifications

• Bachelor’s degree in finance, accounting, business or related field
• RE5 certification.
• Certified Financial Planner (CFP) designation.

Experience

• Minimum of 3 years' experience in financial planning and advisory services.
• Strong understanding of investment products, financial markets, and regulatory frameworks.
• Excellent communication and interpersonal skills.
• Proven ability to build and maintain client relationships.
• Self-motivated with a results-driven approach.

Skills Required

• Financial Planning Expertise: Ability to develop detailed financial plans and strategies, incorporating investment management, tax planning, retirement planning, estate planning, and risk management.
• Investment Knowledge: In-depth knowledge of various financial products, including equities, fixed income, mutual funds, retirement products, and alternative investments.
• Client Relationship Management: Skilled in establishing trust and long-term relationships with clients, understanding their needs, and delivering appropriate solutions.
• Analytical Skills: Strong ability to analyze financial data, assess investment opportunities, and make informed recommendations.
• Regulatory Compliance: Understanding of local financial regulations and compliance requirements, including FSB regulations and industry standards.
• Communication Skills: Excellent verbal and written communication skills, with the ability to explain complex financial concepts to clients in a clear and approachable manner.
• Sales and Networking: Ability to prospect new clients and build a solid network, driving business growth.
• Time Management: Strong organizational skills with the ability to manage multiple clients, tasks, and deadlines effectively.

Competencies

• Client-Centric Approach: A deep commitment to understanding and meeting client needs while delivering excellent service.
• Ethical Integrity: Demonstrates high levels of professionalism and integrity in dealing with clients and colleagues.
• Problem-Solving: Ability to identify client challenges and provide tailored solutions to meet their financial goals.
• Resilience: Ability to handle rejection and manage setbacks while maintaining a positive and proactive attitude.
• Team Collaboration: Works effectively with internal teams, sharing knowledge and resources to deliver integrated solutions.
• Continuous Learning: Commitment to ongoing personal and professional development to stay ahead of industry trends and regulations.
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