Job Summary
Financial Advisor
The Opportunity
Join a dynamic Financial Planning team in a high-growth, learning-focused environment. This role is suited to an experienced Financial Advisor who combines strong technical knowledge with a genuine commitment to client service.
Your Key Responsibilities
✓ Conduct client needs analyses and provide tailored financial advice.
✓ Build and maintain strong, long-term client relationships.
✓ Provide investment, retirement, estate planning and tax advice.
✓ Conduct investment research and portfolio reviews.
✓ Prepare and collate client financial reviews and presentations.
✓ Deliver exceptional service to clients and their families.
✓ Prepare accurate client reporting.
✓ Manage administration and data capturing.
✓ Support new business, marketing and networking initiatives.
✓ Grow and manage a client book in line with, or above, targets.
Requirements
What You'll Need
✓ Relevant degree, such as a BCom or equivalent.
✓ Postgraduate Diploma in Financial Planning.
✓ RE5 qualification.
✓ Fit and proper requirements in order.
✓ Proven client-service experience within financial planning.
✓ Strong knowledge of investment products, retirement planning, legislation and tax.
The Person We’re Looking For:
• Client-focused and passionate about exceptional service
• Able to work independently and take ownership
• Highly organised, detail-oriented and deadline-driven
• Confident in building professional relationships
• Commercially minded, with a drive to grow a client portfolio
• Clear and confident when presenting complex financial information
• Fluent in English; an additional local language is advantageous
Additional Requirements:
Clean credit & criminal check • Valid driver’s licence • Own vehicle
READY FOR YOUR NEXT CAREER MOVE?
If you are an experienced Financial Advisor who combines strong technical knowledge with a genuine commitment to client service, submit your updated CV for consideration.
APPLY WITH YOUR UPDATED CV
Please email you CV to stef@thefrg.co.za and cc monique@thefrg.co.za. In the subject line “Financial Advisor CT SS”.
For any additional information call the office on 021 553 5000
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