Financial Planner
Job in
Cape Town, 7100, South Africa
Listed on 2026-01-12
Listing for:
Cross Wealth Financial Services
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Sales, Financial Manager
Job Description & How to Apply Below
Role Summary
The Person al Financial Advisor will be responsible for providing financial planning, personal finance advice, retirement planning, and financial services to clients. The role involves developing customized financial strategies, analyzing financial data, and guiding clients towards their financial goals.
Minimum Requirements- A minimum of Matric or equivalent
- A minimum of 12 months’ financial services experience as a Financial Adviser
- A minimum of long‑term insurance class of business and investment class of business completion
- Completion of additional FAIS requirements such as the Regulatory Examination 5 (RE5), an FSCA‑approved qualification will be advantageous
- A valid driver’s license and own car
- A clear criminal and credit check
Entry level
Employment TypeFull‑time
Job FunctionFinance and Sales
IndustriesInsurance
Equal Employment OpportunityAppointment will be made in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
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