Financial Advisor - all levels
South Cape Recruitment Plettenberg Bay
Experience Requirements by Level
Junior Financial Advisor
Experience: 02 years
Key Focus
Experience: 25 years
Key Focus
Experience: 510+ years
Key Focus
Experience: 10+ years
Key Focus
Junior Financial Advisor
Experience: 02 years
Key Focus
- Learn financial planning processes and client engagement.
- Support senior advisors with client servicing and administration.
- Build foundational advisory and business development skills.
- Relevant financial qualification.
- RE5 completed or working towards completion (where applicable).
- Strong communication and interpersonal skills.
- Desire to build a career in wealth management.
Experience: 25 years
Key Focus
- Manage own portfolio of clients.
- Deliver comprehensive financial planning advice.
- Achieve individual sales and business development targets.
- Proven advisory experience.
- Relevant industry qualifications.
- Strong relationship-building skills.
- Demonstrated ability to acquire and retain clients.
Experience: 510+ years
Key Focus
- Manage high-net-worth and complex client relationships.
- Lead sophisticated financial planning engagements.
- Mentor junior advisors.
- Drive business growth initiatives.
- Extensive financial planning experience.
- Established client base and referral network preferred.
- Strong technical knowledge across wealth management disciplines.
- Leadership and coaching capability.
Experience: 10+ years
Key Focus
- Lead strategic client relationships.
- Contribute to business growth and leadership.
- Develop advisor capability and succession planning.
- Influence firm strategy and client experience standards.
- Significant wealth management experience.
- Strong commercial acumen.
- Proven leadership track record.
- Established reputation within the industry.
- Relationship management
- Financial planning expertise
- Client-centric approach
- Business development
- Communication and presentation skills
- Analytical and problem-solving ability
- Integrity and professionalism
- Time management and organisation
- Attention to detail
- Team collaboration
- Bachelor's Degree or Diploma in Financial Planning, Finance, Commerce, Economics, or related field.
- Relevant professional designations advantageous (e.g., CFP® or equivalent).
- Regulatory licensing and accreditation as required.
- Continuous professional development participation.
- New business generated
- Assets under management/advice
- Client retention rates
- Client satisfaction scores
- Financial planning activity levels
- Compliance and audit outcomes
- Referral generation
- Revenue and growth targets
South Cape RecruitmentKnysna, 30 km from Plettenberg Bay
Experience Requirements by Level
Junior Financial Advisor
Experience: 02 years
Key Focus
• Learn financial planning processes and client engagement.
• Support senior advisors with client servicing and administration.
• Build foundational advisory...
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