Specialist Financial Advisor (Hybrid, Cape Town)

About the role

Atlantis Wealth is seeking a Specialist Financial Advisor to join its team in Century City, Cape Town. This full‑time hybrid position allows you to work both on‑site and remotely while focusing on delivering high‑quality financial planning and advice to clients.

Key responsibilities

• Assess clients’ financial situations and develop customized financial plans.
• Provide expert financial advice tailored to each client’s goals.
• Leverage a dedicated marketing division that guarantees at least 10 new booked appointments per month.
• Collaborate with a back‑office team that handles queries, claims, authorisations and renewals.
• Work with a compliance team that prepares, signs, files and uploads all regulatory documentation.
• Build and maintain strong, lasting client relationships.

Required profile

• Highly professional individual with a passion for finance.
• Commitment to continuous development and staying abreast of the financial landscape.
• Ability to operate effectively in a hybrid work environment.
• Strong client‑focused mindset and relationship‑building skills.

Required skills

What we offer

• No desk fee and a supportive back‑office infrastructure.
• Dedicated marketing support delivering a steady flow of qualified leads.
• Full administrative and compliance support to free up advisory time.
• Opportunity to work within a leading South African wealth‑management firm.