Are you a seasoned financial professional with a passion for guiding clients through complex investment and retirement landscapes? Our client, a licensed South African financial services provider, is seeking a high-caliber Financial Advisor to join their Advisory Services team in the beautiful coastal town of Hermanus, Western Cape. Key Responsibilities: As a Financial Advisor, you will provide personalized advice with a focus on investment portfolios, retirement planning, and wealth preservation. Your core duties will include:Tailored Financial Planning: Conducting in-depth needs analyses to develop financial plans aligned with clients'' life goals.Retirement Expertise: Developing and implementing strategies for South African retirees and expatriates to ensure lifestyle sustainability.Investment Guidance: Advising on offshore options, annuities, living annuities, and tax-efficient drawdown strategies.Cross-Border Advisory: Navigating complex issues such as foreign pensions, dual tax residency, currency risk, and international estate planning.Client Relationship Management: Building long-term relationships based on trust and transparency while conducting regular portfolio reviews.Compliance & Technical Proficiency: Ensuring all advice remains compliant with South African financial legislation (FSCA, SARS, SARB) and managing client interactions through CRM systems like AtWork. Role Requirements:
Financial Advisor | Hermanus
THE RECRUITMENT COUNCIL
hermanus, western cape, hermanus, western cape
Published 23 days ago
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