Financial Advisor

Recruiter

South Cape Recruitment

Job Ref

CAW000804/YM

Date posted

Thursday, June 4, 2026

Location

Knysna, South Africa

SUMMARY

Financial Advisors – all levels

Position Summary

Our client is seeking client-focused Financial Advisors to provide holistic financial planning and wealth management solutions to individuals, families, professionals, and business owners. Advisors will build and maintain long-term client relationships, assess financial needs, develop tailored financial strategies, and support clients in achieving their financial goals.

The role offers opportunities across multiple experience levels, from entry-level advisors developing foundational skills to senior advisors managing complex client portfolios and mentoring team members.

Key Responsibilities

Client Relationship Management

• Build and maintain trusted, long-term client relationships.
• Conduct financial needs analyses and risk assessments.
• Understand clients' financial goals, objectives, and personal circumstances.
• Deliver ongoing financial planning reviews and recommendations.
• Provide exceptional client service and support.

Financial Planning & Advice

• Develop comprehensive financial plans.
• Advise clients on:
• Investment planning
• Retirement planning
• Risk and insurance solutions
• Estate planning
• Tax-efficient wealth strategies
• Education and savings planning
• Business assurance and succession planning
• Monitor and review financial strategies regularly.

Business Development

• Generate new business opportunities through networking, referrals, and prospecting activities.
• Build strategic relationships with centres of influence and professional partners.
• Participate in marketing and client engagement initiatives.
• Maintain a healthy pipeline of prospective clients.

Compliance & Governance

• Ensure all advice and recommendations comply with applicable regulatory requirements.
• Maintain accurate client records and documentation.
• Adhere to company policies, ethical standards, and industry best practices.
• Complete ongoing professional development and compliance training.

Portfolio Management

• Review investment performance and suitability.
• Assist clients with portfolio construction and asset allocation strategies.
• Monitor market developments and economic trends.
• Collaborate with investment specialists where required.

POSITION INFO

Experience Requirements By Level

Junior Financial Advisor

Experience: 0–2 years

Key Focus

• Learn financial planning processes and client engagement.
• Support senior advisors with client servicing and administration.
• Build foundational advisory and business development skills.

Requirements

• Relevant financial qualification.
• RE5 completed or working towards completion (where applicable).
• Strong communication and interpersonal skills.
• Desire to build a career in wealth management.

Financial Advisor

Experience: 2–5 years

Key Focus

• Manage own portfolio of clients.
• Deliver comprehensive financial planning advice.
• Achieve individual sales and business development targets.

Requirements

• Proven advisory experience.
• Relevant industry qualifications.
• Strong relationship-building skills.
• Demonstrated ability to acquire and retain clients.

Senior Financial Advisor

Experience: 5–10+ years

Key Focus

• Manage high-net-worth and complex client relationships.
• Lead sophisticated financial planning engagements.
• Mentor junior advisors.
• Drive business growth initiatives.

Requirements

• Extensive financial planning experience.
• Established client base and referral network preferred.
• Strong technical knowledge across wealth management disciplines.
• Leadership and coaching capability.

Lead Advisor / Wealth Partner

Experience: 10+ years

Key Focus

• Lead strategic client relationships.
• Contribute to business growth and leadership.
• Develop advisor capability and succession planning.
• Influence firm strategy and client experience standards.

Requirements

• Significant wealth management experience.
• Strong commercial acumen.
• Proven leadership track record.
• Established reputation within the industry.

Core Competencies

• Relationship management
• Financial planning expertise
• Client-centric approach
• Business development
• Communication and presentation skills
• Analytical and problem-solving ability
• Integrity and professionalism
• Time management and organisation
• Attention to detail
• Team collaboration

Education & Professional Requirements

• Bachelor's Degree or Diploma in Financial Planning, Finance, Commerce, Economics, or related field.
• Relevant professional designations advantageous (e.g., CFP or equivalent).
• Regulatory licensing and accreditation as required.
• Continuous professional development participation.

Key Performance Indicators (KPIs)

• New business generated
• Assets under management/advice
• Client retention rates
• Client satisfaction scores
• Financial planning activity levels
• Compliance and audit outcomes
• Referral generation
• Revenue and growth targets