Role Overview

SM Squared Talent (Pty) Limited is recruiting for a Financial Advisor/ Planner in Menlyn. This role sits in Banking, Financial Services & Insurance and is suited to someone who can contribute with discipline, sound judgement and practical delivery.

Key Responsibilities

Minimum 3–5 years' experience as a Financial Advisor or Financial Planner.
Our client is seeking a qualified and client-focused Financial Advisor / Planner to provide holistic financial planning and wealth management solutions to individuals and businesses.
Certified Financial Planner (CFP®) designation (essential).
Conduct comprehensive financial needs analyses and risk assessments.

Requirements

5 years' experience as a Financial Advisor or Financial Planner
Clear communication, good organisation and reliable follow-through.
A practical working style with attention to detail and service quality.
Relevant qualifications or certifications will strengthen the application where required.