Senior Financial Adviser

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General Details
, Bo-KaapCape Town
Advertised By: Agency
Job Type: Full-Time

The purpose of the Senior Financial Advisor (Investments Specialist) role is to:
• Provide financial advice (investment, tax and insurance) to clients. Maintain and grow client base.

• Scan client base and target market for financial planning opportunities
• Generate leads by identifying appropriate clients/prospects
• Contact clients/prospects to introduce or position products and service offering
• Create interest and secure financial planning meetings with prospects/clients
• Deliver quality financial planning and advisory services to existing and prospective clients
• Retain existing clients and generate new clients
• Optimise business profitability by identifying income opportunities and meet agreed income targets
• Facilitate requirements between clients and product/service providers
• Track and report progress of agreed implementation to clients
• Issue confirmation of implementation to clients
• Conduct annual reviews with clients
• Annual new business Assets Under Management target R40 million
• Agree and document services to be provided
• Provide and explain regulatory disclosures to new/existing clients
• Agree and sign service level agreements with new/existing clients
• Conduct financial needs analysis for clients using business’s FNA system
• Consolidate recommendations and action steps into a financial plan
• Source quotations for product related recommendations
• Present recommendations, listen to clients concerns and revise strategies if necessary
• Get clients to complete and sign all advisory documents and instructions
• Complete Client Advice Record


  • Minimum 10 years in a senior financial advisory or similar role, dealing with high net-worth clients.
  • Post Graduate Diploma in Financial Planning
  • Certified Financial Planner® (CFP®) and member of FPI.
  • Regulatory Examination 5 – Representatives

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