RPO’s client, a leading financial services firm, is seeking a seasoned Senior Financial Advisor to join their team. The ideal candidate will bring a wealth of experience, impeccable presentation skills, and a proven track record in financial planning and advisory services.
Responsibilities:
- Provide comprehensive financial planning and investment advisory services to high-net-worth clients.
- Develop and maintain long-term relationships with clients, ensuring their financial goals and objectives are met.
- Conduct in-depth reviews of clients’ financial circumstances, current provisions, and future aims.
- Research and present investment strategies, products, and services that align with clients’ financial goals.
- Stay updated on financial markets, products, and industry regulations.
- Prepare detailed financial plans, reports, and presentations for clients.
- Collaborate with other financial professionals within the firm to provide holistic financial solutions.
- Adhere to compliance and regulatory standards, ensuring ethical and legal conduct in all advisory activities.
Requirements
- Minimum 10 years of experience as a Financial Advisor.
- Certified Financial Planner (CFP) designation is mandatory.
- Native English speaker with exceptional verbal and written communication skills.
- Highly presentable with a professional demeanor.
- Strong interpersonal skills with the ability to build and maintain client relationships.
- Proficient in financial planning software and tools.
- Excellent analytical and problem-solving skills.
- Ability to work independently and as part of a team.
- High level of integrity and commitment to client confidentiality.
Benefits
- Family Leave (Maternity, Paternity)
- Training & Development
Contact RPO Recruitment for your next career opportunity.
- Salary: negotiable.
- Our client is offering a highly competitive salary for this role based on experience.
- Apply for this role today, contact Llizelle Jansen at RPO Recruitment or on LinkedIn
- You can also visit the RPO Recruitment website: rporecruitment.us or email us your CV: careers@rpo-recruit.za.com