An established Certified Financial Planner is looking for a Junior Financial Adviser to be situated in Mowbray, Cape Town. We are looking for a highly driven and dedicated Financial Adviser to join a well-established brokerage servicing high net worth individuals. This position is an integral part of our succession plan, making it an exciting opportunity for an ambitious and driven individual looking to grow their career and the practice.
About SFP Wealth:
The Certified Financial Planner you will be working with is an established CFP for SFP Wealth and manages sophisticated investors portfolios. Being a subsidiary of Sanlam, we pride ourselves on providing exceptional financial planning services tailored to our clients’ unique needs. Our dedicated team helps high net worth individuals achieve their financial goals through personalized and comprehensive planning. As a consistently growing brokerage, we are excited to add a talented Financial Adviser to our dynamic team.
About the Role:
As a Financial Adviser, you will:
- Collaborate with the Certified Financial Planner to prepare detailed financial plans and reports
- Conduct thorough research and analysis to support financial strategies and recommendations.
- Assist in preparing client presentations and participating in review meetings.
- Maintain up-to-date knowledge of financial products, market trends, and regulatory requirements.
- Ensure all client documentation is accurate and compliant with industry standards.
- Provide exceptional support to clients, addressing inquiries and concerns promptly.
What We’re Looking For:
To be considered for this role, you need to be and have:
- Fluent in both English and Afrikaans
- A Postgraduate Diploma in Financial Planning or a CFP designation or related qualification
- A minimum of 3 years of experience as a Financial Adviser within Wealth Management specifically.
- Strong computer literacy, including proficiency in MS Office.
- Excellent organizational skills and attention to detail.
- Strong analytical thinking and basic financial acumen.
- Exceptional record-keeping abilities.
Why Join Us:
- Competitive salary and life-long growth opportunity
- Opportunity to own your own practice as part of the Brokerage Succession Plan
- Opportunity to work with industry leaders in a supportive and dynamic environment.
- Professional growth and development within a successful subsidiary of Sanlam.
- The chance to make a significant impact on clients’ financial futures.
How to Apply:
For a confidential discussion, please contact Dana on 083 229 4485 or email your CV to dana.yerushalmy@sfpwealth.co.za or melissa.admin@sfpwealth.co.za.
Desired Skills:
- Analytical Thinking
- Attention to Detail
- Highly Organized
- Basic Financial Acumen
- Strong Record-Keeping
Desired Work Experience:
- Minimum 3 years in Wealth Management
Desired Qualification Level:
- Postgraduate Diploma in Financial Planning or related qualification
Join us and help us guide our clients towards a brighter financial future. We look forward to welcoming you to our team!
