Independent Financial Adviser (Western Cape Regions)

Provide holistic financial planning advice to private and business clients by identifying their Investment and lifestyle needs. Identify new business opportunities and develop and Implement strategies, and manage individual and corporate relationships.

Key Accountabilities:

• Source, develop and cultivate your own client base by networking, referrals and prospecting
• Meet clients in person to provide them with financial planning advice and solutions
• Provide on-going financial planning advice to “retained” clients
• Develop and implement strategies to obtain and manage business opportunities arising within Private and Corporate accounts
• Manage and strengthen relationships
• Resolve client concerns, queries and/or complaints

Desired Requirements

• Matric certificate
• Copy of ID* (Must be a South African citizen)
• Certificate of business-related degree*
• Computer Literacy
• Must be certified copies
• Own Car
• Driver’s license