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Financial Advisor

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Hire Resolve
📍 Cape Town, South Africa
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Location Cape Town
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Posted June 03, 2026
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Commute Local Area
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Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

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Job Description

Overview

HireResolve has partnered with a leading Wealth and Fund Management firm who is looking for a Financial Advisor to join their team based at the Waterfront in Cape Town. As a boutique firm the offers a bespoke and personal service to their clients and they are seeking a Financial Advisor who will prioritise their client’s needs 

Responsibilities:

  • Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets
  • Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools
  • Securing stocks and bonds and establishing progressive savings accounts
  • Moving money from accounts per industry and federal regulations
  • Performing market research to stay current with financial trends
  • Preparing financial documents, such as income projections and investment reports
  • Mainta...

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    📍 Location Details

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    City
    Cape Town
    🗺️
    Country
    South Africa
    🚗
    Commute
    Local Area

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