We are seeking an experienced Financial Advisor to provide expert financial guidance to high-net-worth individuals, families and businesses. The successful candidate will have a strong track record of delivering tailored financial solutions, excellent client relationships, and a deep understanding of the South African financial landscape.

Key Responsibilities

• Provide comprehensive financial planning and advisory services to clients
• Conduct financial needs analyses and develop personalized financial plans
• Offer investment advice and portfolio management services
• Develop and maintain strong client relationships
• Stay up-to-date with industry trends, regulatory changes and market developments
• Collaborate with other professionals (e.g., attorneys, accountants) to provide holistic solutions
• Meet and exceed business development targets
• Mentor and support junior financial advisors

Requirements

• Relevant financial qualifications (e.g. RE1, RE5)
• Minimum 3 years experience in financial planning/advisory service
• Strong knowledge of South African financial markets, regulations and products
• Excellent communication, interpersonal and client service skills
• Ability to work independently and as part of a team
• Strong analytical, problem-solving, and planning skills
• Driver’s license
• Experience in wealth management, estate planning, or retirement planning
• Familiarity with financial planning software and tools

What We Offer

• Basic with commission
• Opportunities for professional growth and development
• Collaborative and dynamic work environment
• Recognition for outstanding performance

• If you are a motivated and experienced financial professional looking to take your career to the next level, please submit your application to the following email: secretary@anglowealth.co.za