Financial Advisor

  • Accounting / Finance
  • Cape Town
  • 04/08/2025
  • Wage Agreement
  • Full Time
  • Featured
  • Urgent

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Role Description

 

This is a full-time on-site role for a Financial Advisor at SureX Life located in Durbanville. The Financial Advisor will be responsible for providing financial planning, retirement planning, investment advice, and financial advisory services to clients.

 

Qualifications

 

  • Financial Planning, Finance, and Financial Advisory skills
  • Experience in Retirement Planning and Investments
  • Strong analytical and numerical skills
  • Excellent interpersonal and communication skills
  • Ability to work collaboratively in a team
  • Relevant certifications such as CFP or CFA are a plus
  • Bachelor's degree in Finance, Business, Economics, or related field