Financial Advisors

Company Description Succession Financial Planning Advisory Services (SFP) is a licensed financial services provider dedicated to building lasting partnerships between clients and advisers. The firm focuses on helping clients achieve financial freedom and wellness at every life stage, from early career through retirement. SFP’s advisory model emphasizes personalized, long-term financial planning tailored to individual goals and circumstances. Team members work in a client-centric environment that values integrity, transparency, and professional excellence.

Role Description This full-time hybrid Financial Advisor role is based in the City of Cape Town, with the flexibility to work from home for part of the week. The Financial Advisor will meet with clients to assess their financial needs, goals, and risk profiles, and develop comprehensive financial plans that support long-term financial wellness. Daily responsibilities include advising on investments, retirement planning, and overall financial strategies, preparing and presenting proposals, and monitoring client portfolios. The role involves regular client communication, reviewing and updating plans as circumstances change, ensuring regulatory and compliance standards are met, and maintaining accurate records and documentation. Financial Advisors will also collaborate with internal teams, build new client relationships, and participate in ongoing professional development.

Qualifications

• Strong Financial Planning skills with the ability to design and implement holistic financial strategies.
• Sound knowledge of Finance, including budgeting, cash flow management, and debt optimization.
• Expertise in Retirement Planning, ensuring clients are prepared for different life stages and retirement goals.
• Competence in Investments, including portfolio construction, asset allocation, and risk management.
• Proven Financial Advisory experience, with the ability to communicate complex concepts in clear, accessible language.
• Qualification Marketing | RE 5 and NQF qualification
• Excellent analytical, problem-solving, and client relationship management skills.
• High ethical standards, attention to detail, and a commitment to regulatory compliance.
• Ability to work effectively in a hybrid environment, managing time and priorities independently.