Financial Advisor

Placements24; Southampton; Hybrid; GBP 11,000 - 25,000; Full time

Benefits offered by this job

Commission-based salary with base pay

Performance bonuses

Medical aid and retirement fund

Extensive training and development

Career advancement opportunities

Lead generation tools

Flexible hybrid working arrangements

Dynamic work environment in Randburg

Job summary

Placements24 in Randburg is seeking a client-focused Financial Advisor to deliver comprehensive planning and investment advice to a diverse clientele. You will assess client needs, develop tailored strategies, and recommend products to help clients achieve financial goals.

This role emphasizes building lasting client relationships, staying compliant, and supporting cross-selling within a dynamic South African wealth management environment. Hybrid work options available.

Qualifications

• Minimum 3 years as Financial Advisor or similar client-facing role.
• Degree in Finance, Commerce or related field; CFP advantageous.
• Proven ability to meet/exceed sales targets and acquire clients.
• Strong knowledge of financial markets, products and planning strategies.
• Excellent communication, interpersonal and negotiation skills.
• Familiar with financial planning software and CRM systems.
• Willing to base in Randburg or commute there.

Responsibilities

• Conduct in-depth financial needs analysis for clients, understanding goals and time horizon.
• Develop and present tailored financial plans including retirement and risks.
• Recommend and implement appropriate investment products.
• Build and maintain long-term client relationships with proactive service.
• Stay up-to-date with market developments and regulatory changes.
• Ensure compliance with regulations and company policies.
• Identify cross-selling and up-selling opportunities.
• Achieve and exceed individual sales targets and business goals.
• Collaborate with internal specialists to provide holistic solutions.
• Maintain accurate client records and documentation.

Skills

Communication

Interpersonal skills

Negotiation

Client acquisition

Sales targets

Relationship management

CRM systems

Financial planning software

Regulatory knowledge

Education

Finance/Commerce degree

CFP designation advantageous

Tools

CRM software

Financial planning software

Job description

About the Role

Our client, a respected wealth management firm located in the bustling financial district of **Randburg**, is actively seeking a dedicated and client-focused Financial Advisor. This role is instrumental in providing comprehensive financial planning and investment advice to a diverse clientele. The Financial Advisor will assess client needs, develop personalized financial strategies, and recommend suitable investment products and solutions to help clients achieve their financial goals. This is an excellent opportunity to build a rewarding career in financial services within the dynamic **Gauteng** region. We are committed to empowering our advisors with the resources and support needed for success.

Key Responsibilities

• Conduct in-depth financial needs analysis for clients, understanding their goals, risk tolerance, and time horizon.
• Develop and present tailored financial plans, including retirement planning, investment strategies, and risk management solutions.
• Recommend and implement appropriate investment products, such as mutual funds, equities, bonds, and insurance.
• Build and maintain strong, long-term relationships with clients through regular communication and proactive service.
• Stay up-to-date with market developments, financial products, and regulatory changes.
• Ensure compliance with all relevant industry regulations and company policies.
• Identify opportunities for cross-selling and up-selling of financial products and services.
• Achieve and exceed individual sales targets and business development goals.
• Collaborate with internal specialists to provide holistically financial solutions.
• Maintain accurate client records and documentation.

Requirements

• Relevant tertiary qualification in Finance, Commerce, or a related field. Professional designations such as CFP (Certified Financial Planner) are highly advantageous.
• Minimum of 3 years of experience as a Financial Advisor or in a similar client-facing financial services role.
• Proven track record of meeting and exceeding sales and client acquisition targets.
• In-depth knowledge of financial markets, investment products, and financial planning strategies.
• Excellent communication, interpersonal, and negotiation skills.
• Strong ethical standards and a client-centric approach.
• Ability to build rapport and trust with clients.
• Proficiency in financial planning software and CRM systems.
• Understanding of regulatory requirements governing financial advice in South Africa.
• Based in or willing to commute to **Randburg**, **Gauteng**.

Benefits

• Our client offers a competitive commission-based salary structure with a guaranteed basic income, performance bonuses, and excellent benefits including medical aid and retirement fund participation.
• Extensive training and development programs to enhance skills and knowledge.
• Opportunities for career advancement and specialization.
• A supportive team environment and access to lead generation tools.
• Flexible hybrid working arrangements.
• Dynamic work environment in **Randburg**.