Financial Advisor / Planner Western Cape

IGrow Wealth Investments is actively recruiting for a Financial Advisor / Planner position in Western Cape. This is an excellent opportunity for professionals in the Finance / Accounting / Audit sector looking to advance their careers.

• Experience Level: 2 years • Educational Background: Others or equivalent • Industry Focus: Finance / Accounting / Audit • Location Preference: in Western Cape

Financial professionals like Financial Advisor / Planner are vital for organizational stability and compliance. This role offers the opportunity to impact business strategy and financial health.

This role in Finance / Accounting / Audit offers valuable career progression opportunities aligned with your experience level and professional aspirations.

When applying for this Financial Advisor / Planner position, ensure your CV highlights: • Relevant experience matching the 2 years requirement • Educational qualifications in line with Others • Specific achievements in the Finance / Accounting / Audit field • Any certifications or specialized training

The Finance / Accounting / Audit sector in South Africa continues to show strong demand for skilled professionals. This position represents a valuable opportunity in the current job market.

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As part of our market-leading team, you'll benefit from world-class training, innovative financial solutions, and a dedicated in-house lead referral process that provides qualified client opportunities, allowing you to focus on what you do best—building relationships and delivering exceptional financial advice. This is more than just a career opportunity; it's your chance to grow a thriving practice, achieve your own financial goals, and help clients create long-term wealth through strategic property investment and financial planning. You'll also receive hands-on exposure and specialised training in property investment, enabling you to deliver truly holistic wealth creation solutions.

Minimum requirements (Advantageous):

RE5 Certification (essential). NQF Level 5 Qualification (essential). Relevant Diploma or Degree, with a Financial qualification being advantageous. Minimum 2 years’ experience as a Financial Advisor, with exposure to long-term insurance and investment products. Proven track record of consistently achieving sales targets and Key Performance Indicators (KPIs). Excellent communication, interpersonal and relationship-building skills. Professional telephone etiquette with a strong client-centric approach. Valid driver’s licence and reliable transport for business travel. Proficiency in Microsoft Excel, Word, Google Workspace (G Suite) and Zoom.

Duties and responsibilities include, but not limited to:

Establish and maintain long-term client relationships. Conduct financial needs analysis to understand clients' financial goals. Provide regular financial reviews and updates. Educate clients on financial planning principles, investment strategies, and risk management. Develop bespoke financial plans based on clients' financial situations and goals. Offer advice on wealth management, investments, insurance, retirement, tax planning. Analyze financial data and recommend suitable financial products. Assist clients in structuring their portfolios for long-term growth and security. Assess clients' risk tolerance and recommend appropriate investment strategies. Monitor market trends and economic conditions to optimize portfolio performance. Provide recommendations on asset allocation and investment diversification. Review investment performance and make adjustments where necessary. Ensure compliance with FAIS (Financial Advisory and Intermediary Services Act) and FICA (Financial Intelligence Centre Act). Maintain records and documentation as per industry regulations.