Financial Planner / Financial Advisor (R15,000 salary pm plus commission) – Paarl, Cape Winelands

  • Full Time
  • Paarl, South Africa

A leading national wealth and property investment company is looking for an experienced “Financial Planner / Financial Advisor” to join their team on a full time permanent basis for their offices in Paarl, Cape Winelands.

Key Performance Areas:

• To act as a representative for clients of company’s Investments;

• Following leads

• Search for suitable stock

• Must be able to consult with client’s one on one and with fellow consultants and have to keep the client updated on progress throughout the process;

• Negotiate the successful sale of properties and the admin related to the sales;

• Property Investment Consultant will have to consult with clients and cross sell various services

• Conduct appraisals and take instructions as to the terms and methods by which the property is to be sold and implement accordingly;

• The Property Investment Consultant will continuously liaise with the investor over a number of years to build the portfolio, adapt to market conditions, make recommendations and oversee the investor’s portfolio.

• Property Investment Consultants will have a specific monthly target in terms of sales of properties and other services provided through the group

• Extensive Training will be provided by the company


• Relevant qualification / equivalent work experience

• Experience in a similar position as a Financial Planner or Financial Advisor

• Experience in the Property Industry (Beneficial)

• Must have Sales Experience

• Own transport

Personal Attributes:

• Excellent communication skills both verbal and written

• Bilingual (English & Afrikaans)

• Excellent interpersonal skills

• Attention to detail

• Enjoys networking

• Confident in your abilities

• Success driven

• Able to work with people

• Able to work in team

• Able to work under pressure

• Self-motivated and well organized

• Deadline drive

Applying for this position:

Only open to South African citizens.

If you are interested in this great career opportunity, please send your CV with position title as reference to: [email protected]