Introduction
Certified Financial Advisor (CFP) with existing clients/own book preferred

Excellent opportunity with financial services company based in Cape Town.

Remuneration: Market related

Intermediate to Senior level of experience (5-10 years)

Duties & Responsibilities
Key responsibilities include:

• Provide investment planning and related advice to clients, including appropriate and ongoing recommendations by researching and reviewing portfolios
• Provide regular client reporting
• Client needs analysis and advisory services
• Prepare and collate client financial reviews and reporting
• Client retention by ensuring excellent personal service and delivery of investment and estate planning to clients and their families
• Actively support/ grow existing new business initiatives, and drive marketing and networking opportunities
• Successfully grow book to meet or exceed targets
• Take over existing clients and provide ongoing excellent service to these clients
• Operate independently, yet shared collaboration required: supporting team with regional strategy implementation and client support across the region.

Desired Experience & Qualification
Key requirements for applicants:

• Previous experience in a similar function a requirement, with proven track record.
• Previous investment advisory experience a requirement.
• Tertiary qualification a requirement, B Com or similar. Post graduate qualification a requirement (e.g. CFP)
• Computer literacy (intermediate): MS Office suite and excel at an intermediate level
• Ability to work independently, Attention to detail and excellent organisational skills
• Fluency in English a pre-requisite, second local language preferred.
• Clean, unendorsed Drivers License and own vehicle required

Please note: only shortlisted candidates will be contacted.
Interested?PSS Recruitment
3 Vacancies
Sunclare Building, 21 Dreyer Street
7708 Western Cape