{"id":3945132,"url":"https://alion.io/job/excellent-staffing-financial-advisor-planner","title":"Financial Advisor / Planner","company":{"id":4510137,"name":"Excellent Staffing","domain":null,"url":"https://alion.io/company/excellent-staffing","size_band":null,"is_staffing_agency":true,"employer_type":"agency","is_intermediary":false,"listed_via":null,"ats_vendor":null,"truth_index":null},"role":"Operations","role_family":"Operations","seniority":null,"employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Cape Town, South Africa"],"countries":["ZA"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Google Workspace","optional":false},{"name":"Microsoft Excel","optional":false}],"status":"live","first_seen_at":"2026-11-02T06:11:59Z","employer_posted_date":null,"last_verified_at":"2026-11-02T06:11:59Z","board_verified":false,"closed_at":null,"days_open":12,"trust":{"level":"not_scored","repost_count":null,"flags":[],"days_open":12},"description":"Reference: CPT000141-CD-9\n\nIGrow Wealth Investments Group of Companies, proudly positioned as South Africa’s #1 Investment company, is seeking proactive and results-driven Financial Advisors/Planners to join our team in Durbanville, Cape Town.\n\nTake your career to the next level with an opportunity to make a lasting impact on the financial futures of your clients while building a successful career with a trusted industry leader. \n\nAs part of our market-leading team, you'll benefit from world-class training, innovative financial solutions, and a dedicated in-house lead referral process that provides qualified client opportunities, allowing you to focus on what you do best—building relationships and delivering exceptional financial advice. \n\nThis is more than just a career opportunity; it's your chance to grow a thriving practice, achieve your own financial goals, and help clients create long-term wealth through strategic property investment and financial planning. You'll also receive hands-on exposure and specialised training in property investment, enabling you to deliver truly holistic wealth creation solutions.\nDuties & Responsibilities\nMinimum requirements (Advantageous):\n\nRE5 Certification (essential).\n\nNQF Level 5 Qualification (essential).\n\nRelevant Diploma or Degree, with a Financial qualification being advantageous.\n\nMinimum 2 years’ experience as a Financial Advisor, with exposure to long-term insurance and investment products.\n\nProven track record of consistently achieving sales targets and Key Performance Indicators (KPIs).\n\nExcellent communication, interpersonal and relationship-building skills.\n\nProfessional telephone etiquette with a strong client-centric approach.\n\nValid driver’s licence and reliable transport for business travel.\n\nProficiency in Microsoft Excel, Word, Google Workspace (G Suite) and Zoom.\n\nDuties and responsibilities include, but are not limited to:\n\nEstablish and maintain long-term client relationships.\n\nConduct financial needs analysis to understand clients' financial goals.\n\nProvide regular financial reviews and updates.\n\nEducate clients on financial planning principles, investment strategies, and risk management.\n\nDevelop bespoke financial plans based on clients' financial situations and goals.\n\nOffer advice on wealth management, investments, insurance, retirement, tax planning.\n\nAnalyze financial data and recommend suitable financial products.\n\nAssist clients in structuring their portfolios for long-term growth and security.\n\nAssess clients' risk tolerance and recommend appropriate investment strategies.\n\nMonitor market trends and economic conditions to optimize portfolio performance.\n\nProvide recommendations on asset allocation and investment diversification.\n\nReview investment performance and make adjustments where necessary.\n\nEnsure compliance with FAIS (Financial Advisory and Intermediary Services Act) and FICA (Financial Intelligence Centre Act).\n\nMaintain records and documentation as per industry regulations.\n\nIf you do not receive feedback within two weeks of submitting your application, please consider your application unsuccessful.","description_format":"text","description_chars":3133,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Retirement plans"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-11-08T18:59:55Z"}],"visa":[],"liveness":{"score":47,"band":"ok","label":"Likely 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