IGrow Wealth Investments Group of Companies, proudly positioned as South Africa’s #1 Investment company , is seeking a Financial Advisor/Planner to join their team in Durbanville , Cape Town . An exciting opportunity awaits financial advisors with South Africa’s number one investment company—a chance to transform your career and make a meaningful difference in the lives of others. As part of a trusted and market-leading team, you will have access to world‑class training, innovative financial solutions, and the support needed to grow a thriving practice. This is more than just a job; it’s a purpose‑driven path toward financial freedom—for both you and your clients. If you’re passionate about helping people build a secure future while achieving your own professional and personal goals, this is the opportunity you've been waiting for. To qualify for this position, you need: Have a relevant diploma/degree (financial qualification advantageous - RE5 certification). Minimum 2 years of property sales experience, or experience in a financial advisory role. Track record of excellence in achieving sales targets and other KPI’s. Excellent interpersonal skills and telephone etiquette. Home office set up with a stable internet connection. 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. #J-18808-Ljbffr
Remote-Ready Financial Advisor & Planner | Grow Your Impact
IGROW WEALTH INVESTMENTS
durbanville, durbanville
Published 10 days ago
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