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    Senior Financial Advisor - Cape Town, South Africa - RPO Recruitment

    RPO Recruitment
    RPO Recruitment Cape Town, South Africa

    6 days ago

    Default job background
    Full time
    Description

    RPO's client, a leading financial services firm, is seeking a seasoned Senior Financial Advisor to join their team. The ideal candidate will bring a wealth of experience, impeccable presentation skills, and a proven track record in financial planning and advisory services.

    Responsibilities:

    • Provide comprehensive financial planning and investment advisory services to high-net-worth clients.
    • Develop and maintain long-term relationships with clients, ensuring their financial goals and objectives are met.
    • Conduct in-depth reviews of clients' financial circumstances, current provisions, and future aims.
    • Research and present investment strategies, products, and services that align with clients' financial goals.
    • Stay updated on financial markets, products, and industry regulations.
    • Prepare detailed financial plans, reports, and presentations for clients.
    • Collaborate with other financial professionals within the firm to provide holistic financial solutions.
    • Adhere to compliance and regulatory standards, ensuring ethical and legal conduct in all advisory activities.

    Requirements

    • Minimum 10 years of experience as a Financial Advisor.
    • Certified Financial Planner (CFP) designation is mandatory.
    • Native English speaker with exceptional verbal and written communication skills.
    • Highly presentable with a professional demeanor.
    • Strong interpersonal skills with the ability to build and maintain client relationships.
    • Proficient in financial planning software and tools.
    • Excellent analytical and problem-solving skills.
    • Ability to work independently and as part of a team.
    • High level of integrity and commitment to client confidentiality.

    Benefits

    • Family Leave (Maternity, Paternity)
    • Training & Development

    Contact RPO Recruitment for your next career opportunity.

    • Salary: negotiable.
    • Our client is offering a highly competitive salary for this role based on experience.
    • Apply for this role today, contact Llizelle Jansen at RPO Recruitment or on LinkedIn
    • You can also visit the RPO Recruitment website: or email us your CV: -
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