Lomsebenzi has expired. Either closing date yawo idlulile okanye if ubungena closing date ixesha lawo lidlulile nalo. Thina imisebenzi engena closing date siyigcina intsuku ezisixhenxe.

Financial Advisor

Metropolitan Retail - Bellville, Cape Town, Western Cape

Full-Time | Sales

Closing date yi 6 ka January 2021

Metropolitan Retail Financial Advisor Bellville, Cape Town


  • To enhance the lifetime financial wellness of people, their families and their communities through empowerment and education.


  • Grade 12 with post matric qualification equivalent of NQF5 plus 3 years any working experience
  • Candidate must have the aptitude to become Fit and Proper as per the requirements of the FSCA.

Skills & Competencies

  • Selling and persuasiveness
  • Presentation skills
  • Fluent Verbal and Written Communication and Comprehension in English
  • Analytical Skills (including numeracy)
  • Planning and Time Management Skills
  • PC Literacy
  • Ability to speak multiple languages with some African languages.


  • Proactively strive to achieve personal financial targets through effective planning, time management, diligence and appropriate stress management

  • Present information-sharing sessions on financial planning topics to engage new business and enhance the knowledge of potential clients

  • Analyse situations carefully, understand the complexity and consequences before quickly taking action through clear, well thought out decisions

  • Accurately identify problems and proactively solve them

  • Identify entrepreneurial opportunities in every interaction and remain passionate, resilient, focused and organised

  • Timeously complete all administrative and reporting duties related to the role

  • Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services

  • Support and guide clients through the decision making process by displaying exceptional product knowledge and customer centricity

  • Regularly review client accounts to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment

  • Build sound relationships with others through honesty, trust and respect

  • Ensure technical product and legislative knowledge is always current in order to propose the most relevant and innovative client solutions and comply with governance requirements

  • Be self-confident, self-motivated entrepreneurs and relentlessly pursue targets and goals.

  • Effectively manage time and ensure optimal productivity

  • Research and monitor financial market trends to ensure that plans are relevant, effective and to identify any necessary updates

  • Prepare, interpret and present client financial performance and other relevant information so enhance client understanding and facilitate decision-making

  • Conduct client financial needs analysis in order to develop and implement a customised financial plan to achieve clients’ financial goals.

Additional Information


  • Only on-line applications submitted via our careers page will be considered.

  • Internal Team Members must inform their manager of their application. Your manager must be aware of and support your application.

Closing Date:

  • 30 June 2020

Contact Details:

  • For further information please contact Yumna Davids who is the HC Administrator dealing with this position on 021 940 5941.
  • [email protected](The purpose for this email address is solely for queries regarding the advertised position and no emailed CV's will be accepted. Only online applications submitted via our Careers page will be considered.)
  • To apply, please follow the official system application process and get in touch with the PeopleSoft Helpdesk (021 940 5169) if you need further assistance.


  • All positions will be filled in accordance with our Employment Equity plan.
  • We also encourage people with disabilities to apply.

Lomsebenzi has expired. Either closing date yawo idlulile okanye if ubungena closing date ixesha lawo lidlulile nalo. Thina imisebenzi engena closing date siyigcina intsuku ezisixhenxe.

Lo msebenzi ufakwe ngu Siseko Gwegwe nge 5 ka April 2020