Key details
Quick facts about this role
Location
Cape Town, Western Cape
Work mode
Hybrid
Compensation
Market related
Posted
04 Jun 2026
Closes
04 Jul 2026
Jobs in Cape Town
Financial Planning Consultant (Full Training Provided | No Experience Required)
Role Overview
Nexus Recruitment needs a Financial Planning Consultant (Full Training Provided | No Experience Required) who can step into a practical role in Johannesburg, Pretoria, Centurion, Cape Town, Nelspruit, East London, Rustenburg. A key part of the work involves Financial Planning Consultant (Full Training Provided | No Experience Required) Provide guidance on insurance, investments, and retirement planning.
Key Responsibilities
- Take responsibility for the core day-to-day work expected of a Financial Planning Consultant (Full Training Provided | No Experience Required).
- 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.
- Spot risks early and escalate practical issues before they become blockers.
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.