Financial Advisor

Overview

Are you a seasoned financial professional with a passion for guiding clients through complex investment and retirement landscapes?

Our client, a licensed South African financial services provider, is seeking a high-caliber Financial Advisor to join their Advisory Services team in the beautiful coastal town of Hermanus, Western Cape.

As a Financial Advisor, you will provide personalized advice with a focus on investment portfolios, retirement planning, and wealth preservation. Your core duties will include:

• Tailored Financial Planning:
  Conducting in-depth needs analyses to develop financial plans aligned with clients’ life goals.
• Retirement Expertise:
  Developing and implementing strategies for South African retirees and expatriates to ensure lifestyle sustainability.
• Investment Guidance:
  Advising on offshore options, annuities, living annuities, and tax-efficient drawdown strategies.
• Cross-Border Advisory:
  Navigating complex issues such as foreign pensions, dual tax residency, currency risk, and international estate planning.
• Client Relationship Management:
  Building long-term relationships based on trust and transparency while conducting regular portfolio reviews.
• Compliance & Technical Proficiency:
  Ensuring all advice remains compliant with South African financial legislation (FSCA, SARS, SARB) and managing client interactions through CRM systems like AtWork.

• Educational Background: A Bachelor’s degree in Finance, Economics, or a related field.
• Professional Designation:
  Certified Financial Planner (CFP®) designation or equivalent.
• Extensive
  
  Experience:
  
  A minimum of10 yearsin financial advisory, specifically focused on investments and retirement planning.
• Proven Track Record:
  Demonstrated success working with high-net-worth individuals, retirees, and expatriates.
• Licensing: RE5/RE1 certification as an authorized representative is required.
• Essential Traits:
  High levels of integrity, empathy, resilience, and a problem-solving mindset.
• Digital Proficiency:
  Comfort in conducting virtual consultations via Teams and proficiency in Excel or Google Sheets for financial calculations.

Send your applications to