Financial Advisor Western Cape

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

• Experience Level: 3 - 5 years • Educational Background: Others or equivalent • Industry Focus: Finance / Accounting / Audit • Location Preference: in Western Cape

Financial professionals like Financial Advisor 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 position, ensure your CV highlights: • Relevant experience matching the 3 - 5 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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A leading financial services organisation is seeking experienced Financial Advisors to provide professional financial planning and relationship banking services to affluent and high-net-worth clients. This is an exciting opportunity for client-focused financial professionals who are passionate about building trusted relationships, delivering tailored financial advice, and helping clients grow, protect, and preserve their wealth through personalised investment, retirement, insurance, estate, and trust planning solutions.

Build, manage, and grow a portfolio of affluent and high-net-worth clients. Deliver holistic financial planning across investments, life products, retirement planning, estate planning, and trust solutions. Identify new business opportunities through referrals, networking, and relationship building. Provide tailored financial solutions aligned with each client's financial goals and objectives. Maintain long-term client relationships through ongoing advisory engagement and financial reviews. Ensure compliance with FAIS, banking regulations, and internal governance requirements. Collaborate with internal specialists across investment, credit, and estate structuring to deliver comprehensive client solutions.

Minimum Requirements

Relationship Banking Financial Advisors 3–5+ years' continuous industry experience in financial advisory, wealth management, or relationship banking. NQF 6 FSB-approved qualification. RE5 qualification completed. 120 FAIS credits. CFP qualification will be advantageous. Commercial and Industrial banking knowledge will be advantageous. Ability to work independently with minimal supervision. Fit and Proper for the applicable licence categories. FSP licence from a previous employer. Everyday Banking Financial Advisors Minimum 2 years' continuous industry experience in financial advisory, wealth management, or relationship banking. NQF 5 FSB-approved qualification. RE5 qualification completed. 120 FAIS credits. CFP qualification will be advantageous. Proof of minimum annual commission earnings of approximately R30,000 per month. Fit and Proper for the applicable licence categories. FSP licence from a previous employer.

We're Looking For Someone Who Is

Passionate about helping clients build, protect, and grow their wealth. A strong relationship builder with excellent interpersonal and networking skills. Client-centric with a consultative approach to financial advice. Sales driven while maintaining the highest ethical and professional standards. Knowledgeable in financial planning principles, including investments, retirement, risk, estate, and trust planning. Professional, consultative, and able to build long-term trusted client relationships. Self-motivated and able to work independently while delivering exceptional client service.

What's on Offer

Comprehensive employee benefits. Performance-based commission earning potential. Opportunity to work with affluent and high-net-worth client portfolios. Long-term career growth within a leading banking and wealth environment. Ongoing professional development and support.