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The Cape Town wealth management market
Cape Town and the wider Western Cape market include insurers, asset managers, advisory firms and banking operations. We recruit technical specialists, managers and business leaders across this market. Within that market, our wealth management desk covers recruitment for wealth practices, advisory businesses and investment focused firms.
About the financial advisor role
Financial advisors bring in clients and advise them on products that suit their needs. The role mixes advice quality with genuine business development.
Key responsibilities
- Prospect, qualify and convert new clients
- Advise on investment, retirement and risk products
- Service an existing book through reviews and ongoing contact
- Meet production targets while keeping persistency high
- Keep every recommendation supported by a proper record of advice
Experience and background we look for
- Two or more years selling and advising in financial services
- Production figures that can be evidenced rather than described
- RE5 completed and Fit and Proper status in good standing
- Class of business and product specific training for the licence categories advised on
Core skills and competencies
- New business development
- Needs based selling
- Persistency and retention
- Product knowledge
- Self management
- Compliance discipline
Regulatory and compliance context
Advice and discretionary management roles fall under FAIS, with additional obligations under POPIA and, for estates work, the Administration of Estates Act. We confirm RE5, CFP standing where claimed, licence categories and continuous professional development records before shortlisting.
How Morton Moore runs this search in Cape Town
We keep an exclusive client list, so on every accepted financial advisor mandate a far wider part of the Cape Town wealth management market stays open to direct approach. We map the employers in the area, contact people who are not applying for jobs, test the detail behind each claim on a CV and present a short, honest list. Our fee is 12.5 percent and every placement carries a three month guarantee period.
Frequently asked questions
- Who are the top financial advisors recruiters in Cape Town?
- Morton Moore recruits financial advisors in Cape Town on a selective basis. We take on a limited number of clients in each sector so that we can approach the widest possible pool of wealth management professionals for every brief we accept.
- How long does it take to fill a financial advisor role in Cape Town?
- Most searches at this level produce a shortlist within two to three weeks of a full brief. The final timeline depends on notice periods, which in Cape Town are usually one calendar month and sometimes longer for senior appointments.
- What does Morton Moore charge?
- Our agency fee is 12.5 percent of the annual package and every placement carries a three month guarantee period. There are no separate advertising or shortlisting charges.
- Do you recruit financial advisors outside Cape Town?
- Yes. We work from offices serving the Garden Route, Johannesburg, Cape Town and Durban, and we place financial advisors across South Africa. We also recruit into Insurance and Banking for clients who need cover beyond wealth management.
- Can candidates register with you directly?
- Yes. Candidates can view current opportunities and apply through our own site. Applications stay with Morton Moore and are never shared with a client without permission.
Hiring a financial advisor in Cape Town?
We take on a limited number of clients so that the widest possible part of the market stays open for every mandate. Apply for a client partnership and we will tell you honestly whether we can act on the brief.