Financial Advisor

Hire Resolve
FULL_TIME Cape Town, Western Cape Financial Specialists
Posted:
May 30, 2026
Location:
Cape Town, Western Cape, South Africa

Job Description

Overview

HireResolve has partnered with a leading Wealth and Fund Management firm who is looking for a Financial Advisor to join their team based at the Waterfront in Cape Town. As a boutique firm the offers a bespoke and personal service to their clients and they are seeking a Financial Advisor who will prioritise their client’s needs 

Responsibilities:

  • Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets
  • Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools
  • Securing stocks and bonds and establishing progressive savings accounts
  • Moving money from accounts per industry and federal regulations
  • Performing market research to stay current with financial trends
  • Preparing financial documents, such as income projections and investment reports
  • Mainta...
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    Job Overview

    Job Type: FULL_TIME
    Location: Cape Town, South Africa
    Posted: May 30, 2026
    Deadline: July 09, 2026