Role Overview

This Financial Advisor / Financial Planner (Entrepreneurial Opportunity) opportunity in Cape Town gives the right candidate a chance to work in investment with clear responsibilities and visible impact.

Key Responsibilities

Support the team by managing access to multiple leading product providers across investment, risk, short-term and healthcare.
Take responsibility for the core day-to-day work expected of a Financial Advisor / Financial Planner (Entrepreneurial Opportunity).
Work with colleagues, customers or suppliers to keep work moving and issues visible.
Keep records, updates and handovers clear so decisions can be made with confidence.
Maintain a professional standard of delivery, communication and follow-through.

Requirements

Enough hands-on experience to understand the pace and standards of investment work.
Clear communication and the confidence to work with different stakeholders.
Sound judgement, ownership of assigned work and willingness to solve problems properly.