Certified Financial Planner | Somerset West, Cape Town | Ref: GR20210226-01

OVERVIEW

Our client, Gray Swan Financial Services (Pty) Ltd is looking to employ a Cape Town  (Somerset West office) and Johannesburg (Northcliff office) based Financial Advisor in 2021. We are seeking for an entrepreneurial, independent, experienced and dynamic self-starter to join our fast growing investment advisory and wealth management team. GraySwan currently advises to more than R20 billion in institutional assets and have over the past 5 years expanded our offering into private client wealth advisory and management services. We wish to aggressively grow our private client asset base and wish to strengthen our team with people who can assist to grow and service such clients.

SKILLS AND ATTRIBUTES 

  • Excellent communication, interpersonal and listening skills
  • The ability to explain complex information simply and clearly
  • The ability to network and establish relationships with clients
  • Technically orientated with analytical skills
  • Negotiation and influencing skills as well as determination and tenacity
  • Time management skills
  • Customer service skills
  • Self-motivation and organisation
  • A target-driven mind-set
  • Discretion and an understanding the need for client confidentiality 

QUALIFICATIONS 

  • CFP (Certified Financial Planner)
  • 3 years working experience in investment advice and risk cover for individuals, trusts and companies
  • Experience working on at least one of the big LISPS like Allan Gray, NinetyOne, Momentum or Glacier for investment purposes
  • Computer literate with specific reference to Word, Excel, Mail and Powerpoint
  • No adverse listings (criminal, credit, etc.)
  • Category I (any candidate that is currently under supervision will not be considered) and preferably Category II FSB product registrations
  • Driver’s license with own reliable transport

RENUMERATION

Basic salary of R15,000 per month plus share in commission in a 70% (advisor)/30% proportion. Commission on forex is calculated differently.

 

More Information

Only candidates with package can apply for this job.

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