61 Financial Advisors jobs in Cape Town

Role Purpose

The Financial Advisor specialising in Health will be responsible for acquiring, retaining, and growing a client base for the company’s health-related products. This role involves providing expert advice through comprehensive financial planning and delivering excellent client experience. The advisor will cater to various market segments, including middle-income, affluent, professional, and business clients, ensuring their financial goals are met through strategic health solutions.

• Minimum 1 or more years’ experience in the financial services industry.
• Matric / equivalent.
• Meet FAIS requirements based on DOFA (date of first appointment) (where applicable).
• Within 1 year of DOFA, relevant Class of Business Certificates must be completed.
• Within 2 years of DOFA, RE 5 must be completed.
• Within 6 years of DOFA, hold an FSCA-approved qualification.

• Provide strategic advice on various financial products and services, such as Medical Aid, Health Insurance, and GAP Cover.
• Respond to client queries and resolve issues promptly.
• Engage with prospective clients to understand their financial needs and offer suitable products.
• Sell products that align with clients’ needs and financial requirements.
• Comply with legislative regulations and adhere to all compliance requirements.

• Leads and infrastructure are provided.
• Administrative support.
• A lucrative remuneration structure that rewards dedication and hard work.
• A supportive and dynamic work environment.
• The chance to make a significant impact on clients’ lives through expert financial advice and health solutions.

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SUMMARY:

Join a Leading Wealth Firm as a Key Support to Executive-Level Advisory – Cape Town

Recruiter:

The Recruitment Council

Job Ref:

Wealth Management As.

Date posted:

Tuesday, May 13, 2025

Location:

Claremont, South Africa

Salary:

Market Related

SUMMARY:

Join a Leading Wealth Firm as a Key Support to Executive-Level Advisory – Cape Town

POSITION INFO:

Job Headline:

Wealth Management Associate – Support a Senior Director at a Leading Financial Services Firm | Cape Town

• Prepare client onboarding documentation and manage CRM updates
• Liaise with internal teams and service providers on client matters
• Draft Record of Advice and ensure compliance with FAIS and FICA
• Compile asset allocation reports, proposals, and financial needs analyses
• Assist with onboarding complex client structures (local and offshore)
• Collaborate with paraplanners and contribute to reporting innovation
  
  

• 3–5 years'' experience in financial planning or wealth management
• Relevant BComm or BBusSci degree (postgraduate financial planning advantageous)
• CFP and RE5 (advantageous)
• Strong organisational skills and attention to detail
• Proficiency in MS Office; XPlan and Morningstar Direct experience beneficial
  
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance and Sales
• Industries Advertising Services

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Our client, a leading Wealth & Investment Firm, is looking for an ideal individual to take on the role of Regional Head in the Wealth Management division.

This successful individual will need to achieve financial objectives in chosen Regional market segments through stakeholder relationship management and client engagement, in line with the client’s business strategy.

• Ensuring client and stakeholder expectations are understood and met, building relationships through regular engagement.
• Build synergy across business functions: Advice, Banking and Lending.
• Build and maintain relationships with external stakeholders.
• Ensure alignment and achievement of strategy and create a competitive advantage by translating the company and Business Unit strategy into a customized Divisional strategy.
• Develop and introduce a people strategy that will create a culture that drives the Cluster and the company’s vision and values.
• Build a high-performance team.
• Ensure that the leadership agenda has been embraced by the division.
• Manage performance of direct reports and hold them accountable for managing the performance of their direct reports.
• Actively build a culture of improvement by ensuring active talent management and succession planning strategies for division.
• Engage with the team and identify additional training and development requirements.
• Participate in the recruitment and selection of senior staff.
• Optimize performance and motivation. Empower team to make decisions and recommend tailored solutions to Business Unit specific problems.
• Ensure implementation and execution of divisional sales strategy.
• Ensure profitability of distribution medium.
• Achieve and manage targets to these include front book (new clients) and back book (cross selling to existing client base).
• Manage budget costs within budget constraints.
• Keep abreast of competitor activities.
• Provide sales intelligence and solutions.
• Provide continuous sales leadership.
• Identify and reduce risk for the company.
• Produce reports to key business committees.
• Ensure the achievement of targets by monitoring implemented Divisional EE and Transformation Plan.
• Contribute to a culture of transformation by participating in the company’s culture building initiatives & business strategy.
• Develop, implement, and measure the effectiveness of a strategy to build a differentiated culture.
• Monitor achievement of function goals, and levels of service, and manage business and client interests.
• Improve division sales policies and procedures.
• Manage risk by providing input to policy and procedure formulation, issuing guidelines, participating in interpretation of legislation, and proactively managing changes.
• Improve process and skills.

• Advanced Diplomas, Bachelors’ Degree, Honours or MBA.
• FAIS representative and preferably a Key Individual.
• Certified Financial Planner (CFP).

• Minimum 6 – 8 years experience in Banking or Wealth Management.
• Minimum of 6 years experience at a leadership level.
• At least 5 years experience in managing teams.
• Formulating and implementing communication strategies to cascade functional strategies.
• Building a community of leaders.
• Conducting benchmarking exercises to identify improvement opportunities.
• Establishing and maintaining collaborative relationships with peers / subordinates / managers.
• Managing complex boardroom dynamics and exhibiting a strong boardroom presence.
• Managing multiple functions.
• Making financial decisions.
• Modelling and encouraging a corporate culture.
• Presenting to senior leaders.

• Strategic planning.
• Budgeting.
• Financial Accounting Principles.
• Business principles.
• Communication Strategies.
• Financial Acumen.
• Business writing skills.
• Capacity planning.
• Relevant regulatory knowledge.
• Governance, Risk and Controls.

• Aligning and Executing Sales Strategy.
• Motivating the Sales Team.
• Driving for results.
• Decision Making.
• Planning and Organizing.
• Building the Sales Team.
• Driving Successful Customer Engagements.
• Coaching.

My client is a reputable and award-winning independent financial advisory firm with branches in Johannesburg, Cape Town, and Durban . The firm is known for providing holistic financial planning and wealth management solutions to both individual and corporate clients, built on a foundation of integrity, professionalism, and a client-first approach.

We are currently seeking a Financial Advisor (Investment Specialist) for their Cape Town branch .

The purpose of the Financial Advisor (Investment Specialist) role is to assist clients in creating comprehensive financial plans tailored to their unique needs and goals. This includes assessing their current financial situation, setting achievable financial objectives, and developing strategies to meet them. The role encompasses providing expert advice in investments, retirement planning, and tax planning , as well as ongoing monitoring and review of client portfolios to ensure alignment with their long-term financial aspirations.

• Financial Planning: Conduct comprehensive financial assessments of clients, understanding their financial goals, analysing their current financial situation, and create personalized financial plans to achieve those goals.
• Investment Management: Recommend suitable investment strategies and products based on the client’s risk tolerance, time horizon, and financial objectives. Monitoring and managing investment portfolios to optimize performance and align with the client’s goals.
• Retirement Planning: Assist clients in planning for their retirement by estimating retirement needs, recommending retirement accounts, and devising strategies to accumulate sufficient funds for a comfortable retirement.
• Tax Planning: Provide guidance on tax-efficient investment strategies and suggest ways to reduce tax liabilities through proper tax planning techniques.
• Client Education: Educating clients about various financial concepts, investment options, and economic trends to enhance their financial literacy and empower them to make informed decisions.
• Compliance and Regulatory Adherence: Ensuring compliance with relevant financial regulations, laws, and industry standards, as well as maintaining appropriate fit and proper requirements.
• Client Relationship Management: Build strong, long-term relationships with clients by providing exceptional service, regular communication, and being accessible to address their financial concerns.
• Market Research and Analysis: Stay informed about the latest market trends, economic developments, and financial products to offer well-informed advice to clients.
• Continual Professional Development: Engage in ongoing education and training to stay updated on industry changes, new investment options, and evolving financial planning strategies.
• Networking and Business Development: Build and expand a network of potential clients and industry contacts to grow your client base and business.
• Ethical Conduct: Maintain the highest ethical standards and put clients’ interests first in all financial recommendations and interactions.

My client is a reputable and award-winning independent financial advisory firm with branches in Johannesburg, Cape Town, and Durban . The firm is known for providing holistic financial planning and wealth management solutions to both individual and corporate clients, built on a foundation of integrity, professionalism, and a client-first approach.

We are currently seeking a Financial Advisor (Investment Specialist) for their Cape Town branch .

Purpose of the Role:
The purpose of the Financial Advisor (Investment Specialist) role is to assist clients in creating comprehensive financial plans tailored to their unique needs and goals. This includes assessing their current financial situation, setting achievable financial objectives, and developing strategies to meet them. The role encompasses providing expert advice in investments, retirement planning, and tax planning , as well as ongoing monitoring and review of client portfolios to ensure alignment with their long-term financial aspirations.

KEY RESPONSIBILITIES:
• Financial Planning: Conduct comprehensive financial assessments of clients, understanding their financial goals, analysing their current financial situation, and create personalised financial plans to achieve those goals.
• Investment Management: Recommend suitable investment strategies and products based on the client's risk tolerance, time horizon, and financial objectives. Monitoring and managing investment portfolios to optimize performance and align with the client's goals.
• Retirement Planning: Assist clients in planning for their retirement by estimating retirement needs, recommending retirement accounts, and devising strategies to accumulate sufficient funds for a comfortable retirement.
• Tax Planning: Provide guidance on tax-efficient investment strategies and suggest ways to reduce tax liabilities through proper tax planning techniques.
• Client Education: Educating clients about various financial concepts, investment options, and economic trends to enhance their financial literacy and empower them to make informed decisions.
• Compliance and Regulatory Adherence: Ensuring compliance with relevant financial regulations, laws, and industry standards, as well as maintaining appropriate fit and proper requirements.
• Client Relationship Management: Build strong, long-term relationships with clients by providing exceptional service, regular communication, and being accessible to address their financial concerns.
• Market Research and Analysis: Stay informed about the latest market trends, economic developments, and financial products to offer well-informed advice to clients.
• Continual Professional Development: Engage in ongoing education and training to stay updated on industry changes, new investment options, and evolving financial planning strategies.
• Networking and Business Development: Build and expanding a network of potential clients and industry contacts to grow your client base and business.
• Ethical Conduct: Maintain the highest ethical standards and putting clients' interests first in all financial recommendations and interactions.

Overview

As our Financial Planning Analyst, you will be central to our data-driven decision-making, working closely with cross-functional teams to drive business growth through financial insight.

• Budgeting & Forecasting: Develop, manage, and continuously improve financial models to support budgeting and rolling forecasts across departments.
• Financial Analysis & Reporting: Deliver clear, concise, and actionable financial reports, identifying key trends and opportunities for growth or efficiency.
• Business Partnering: Collaborate with product, sales, and operations teams to support strategic planning and investment decisions.
• KPI Development & Monitoring: Design and track company-wide KPIs to support long-term goals and operational efficiency.

• Education CA(SA)
• Experience 1-2 years
• Skills SAP

Apply now!

For more exciting Finance vacancies, please visit :

• Budgeting & Forecasting:
  • Develop, manage, and continuously improve financial models to support budgeting and rolling forecasts across departments.
• Financial Analysis & Reporting:
  • Deliver clear, concise, and actionable financial reports, identifying key trends and opportunities for growth or efficiency.
• Business Partnering:
  • Collaborate with product, sales, and operations teams to support strategic planning and investment decisions.
• KPI Development & Monitoring:
  • Design and track company-wide KPIs to support long-term goals and operational efficiency

• Education CA(SA)
• Experience 1-2 years
• Skills SAP