- Provide personalized financial advice to clients based on their financial goals and risk tolerance.
- Develop and implement customized financial plans and investment strategies for clients.
- Conduct regular portfolio reviews and make recommendations for adjustments based on market conditions and clients' changing needs.
- Administer trust accounts, including managing assets, reconciling transactions, and ensuring compliance with regulatory requirements.
- Monitor and analyze market trends, economic indicators, and investment opportunities to make informed investment recommendations.
- Build and maintain strong relationships with clients, acting as their trusted advisor and providing ongoing support and guidance.
- Stay current with industry developments, regulations, and best practices in financial planning and trust administration.
- Collaborate with internal teams, such as legal and tax professionals, to meet clients' complex financial needs.
- Ensure compliance with all relevant laws, regulations, and internal policies.
- Provide exceptional customer service and resolve client inquiries or issues in a timely manner.
- Bachelor's degree in Finance, Business, Economics, or related field.
- Proven experience as a Financial Advisor or Trust Officer.
- Strong knowledge of financial planning strategies, investment products, and trust administration.
- Certified Financial Planner (CFP) certification preferred.
- Familiarity with relevant laws and regulations, such as fiduciary responsibilities and estate planning.
- Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
- Strong analytical and problem-solving abilities.
- Ability to work independently and as part of a team.
- Proficiency in financial software and tools.
- Attention to detail and high level of accuracy.
- Ability to handle confidential information with sensitivity and discretion.
- Exceptional organizational and time management skills.
- Professional ethics and integrity.
- Minimum of 8+ years of experience in financial planning, trust administration, or a related field
- Preferences will be given to those who have experience in trust, wills and deceased estates and/or tax advisory services
- Competitive salary
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Transfers and Onboarding Consultant
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Rory Mackie & Associates Cape Town, South AfricaOverview: · Our client, a leading global Asset Manager is seeking to appoint a Transfers and Onboarding Consultant, on a Fixed Term Contract. The Transfers and Onboarding Team is responsible for the administration of Voluntary, TFSA, Section 14 and Living Annuity transfers. These ...
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employee benefit consultant
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HR Genie Cape Town, South AfricaThe following education, experience and and langauge skills: · B.Com-degree or Post Graduate Diploma in Financial Planning; · FAIS Accredited (NQF Level 7 or higher); · RE5; · CFP; · At least 7 years experience in the Employee Benefits industry in a consultancy role; · Excellent ...
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Sales Manager
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HR Genie Cape Town, South AfricaOur client is looking for a Sales Manager - Export Africa to join their team. · Responsibilities: · Promote, maintain and increase Export sales of the clients full equipment basket for retail, industry and logistics inclusive of software and services in the region. · Development ...
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Found in: Talent ZA C2 - 5 days ago
Shoprite Cape Town, South Africa PermanentPurpose of the Job · The purpose of the IT Legal Secretary is to provide administrative support to IT Legal within the Shoprite IT Department. This is a collaborative role, partnering with team members (Legal Advisors and Legal Manager) to understand their needs to deliver or co ...
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Regional Manager
Found in: Executive Placements ZA C2 - 5 days ago
Frank Consult Cape Town, South AfricaOur multinational client, specializing in agricultural fertilizers, is actively searching for a Regional Manager to oversee operations in the Western Cape. The ideal candidate will play a pivotal role in leading and empowering a team of technical sales representatives to deliver ...
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New Business Sales Executive
Found in: Talent ZA 2A C2 - 5 days ago
Insphired Cape Town, South Africa· Responsibilities: · Prospect and Identify Leads: Research and identify potential clients in various industries who can benefit from their renewable energy solutions. · Collection of Materials: To understand Customers needs (E.g., Collect Utility Bill) · Consultative Sales: Eng ...
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MFC Sales Manager
Found in: Talent ZA C2 - 2 days ago
Old Mutual Cape Town, South AfricaDescription · What is a Sales Manager? · As an accredited Sales Manager with Old Mutual, you will represent and lead your team with the ideals and values to which the company has subscribed for over 175 years – Integrity, Professionalism, Customer-first, Advice led. · Our purpos ...
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Product Specialist
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Acuity Consultants Cape Town, South Africa Permanent, Full timeJob Description · This is an excellent opportunity for a product specialist to drive new product development & value proposition for Discretionary Fund Management Investment products for South Africa's leading asset & wealth management platform. · Based in Cape Town / Johannesbu ...
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Business Development
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Ditto Hire Cape Town, South Africa Full timeJoin the future of work · Ditto Hire is a technology company offering staffing firms and hiring managers best-in-class recruitment software to help them find, manage, market and place top candidates. We are currently looking for a Business Development Consultant to help us grow o ...
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New Business Development Manager
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Business Analyst
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Dutch speaking Customer Account Advisor
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Solutions Architect
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Para Planner
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Vice Principal: Student Affairs
Found in: Executive Placements ZA C2 - 2 days ago
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Client Manager
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Financial Advisor/Trust Officer - Cape Town, South Africa - Hire Resolve
Description
Our client is currently seeking a skilled and experienced Financial Advisor/Trust Officer to join a leading company in the financial services industry.
As a Financial Advisor/Trust Officer, you will be responsible for providing comprehensive financial advice to clients and managing trust accounts. You will work closely with clients to understand their financial goals, develop customized financial plans, and implement investment strategies. Your role will also involve administering trust accounts, ensuring compliance with regulatory requirements, and providing exceptional customer service to clients.
Responsibilities:
Requirements
Benefits
If you meet the above requirements and want to make a career-changing move, apply today by either filling in the online application form or by emailing your CV to
We will contact you telephonically in 3 days should you be suitable for this vacancy.
If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise.