Senior Financial Advisor

Responsibilities:

• Provide comprehensive financial planning and investment advisory services to high-net-worth clients.
• Develop and maintain long-term relationships with clients, ensuring their financial goals and objectives are met.
• Conduct in-depth reviews of clients' financial circumstances, current provisions, and future aims.
• Research and present investment strategies, products, and services that align with clients' financial goals.
• Stay updated on financial markets, products, and industry regulations.
• Prepare detailed financial plans, reports, and presentations for clients.
• Collaborate with other financial professionals within the firm to provide holistic financial solutions.
• Adhere to compliance and regulatory standards, ensuring ethical and legal conduct in all advisory activities.

• Minimum 10 years of experience as a Financial Advisor.
• Certified Financial Planner (CFP) designation is mandatory.
• Native English speaker with exceptional verbal and written communication skills.
• Highly presentable with a professional demeanor.
• Strong interpersonal skills with the ability to build and maintain client relationships.
• Proficient in financial planning software and tools.
• Excellent analytical and problem-solving skills.
• Ability to work independently and as part of a team.
• High level of integrity and commitment to client confidentiality.

• Family Leave (Maternity, Paternity)
• Training & Development

Contact RPO Recruitment for your next career opportunity.

• Salary: negotiable.
• Our client is offering a highly competitive salary for this role based on experience.
• Apply for this role today, contact Llizelle Jansen at RPO Recruitment or on LinkedIn
• You can also visit the RPO Recruitment website: rporecruitment.us or email us your CV: [email protected]