Senior Financial Advisor

Placements24; Greater London; Hybrid; GBP 27,000 - 40,000; Full time

Benefits offered by this job

Hybrid work model

Competitive base salary with bonuses

Job summary

Placements24 in East London, Eastern Cape, is seeking an experienced Senior Financial Advisor to join our growing team. You will deliver comprehensive financial planning for individuals and families, advising on investments, retirement planning, insurance and estate planning.

You will assess client needs, develop tailored financial plans, educate clients on market trends, build long‑term relationships, and ensure regulatory compliance with the highest standards.

Qualifications

• Relevant tertiary qualification in Finance, Economics, or a related field.
• Professional designation such as CFP (Certified Financial Planner) is essential.
• Minimum of 5 years of experience as a Financial Advisor, with a proven track record of successful client management and financial planning.
• Strong knowledge of investment products, retirement vehicles, insurance, and estate planning principles.
• Excellent understanding of financial markets and economic indicators.
• Exceptional communication, interpersonal, and presentation skills.
• High level of integrity, professionalism, and client‑centricity.
• Ability to analyze complex financial data and develop tailored solutions.
• Proficiency in financial planning software and CRM systems.

Responsibilities

• Conduct in-depth needs analysis for clients, understanding goals, risk tolerance, and time horizons.
• Develop personalized financial plans covering investments, retirement, insurance, tax, and estate planning.
• Provide expert advice on investment strategies, portfolio management, and wealth accumulation.
• Educate clients on financial products and market trends, ensuring informed decisions.
• Build and maintain long‑term relationships with a portfolio of clients.
• Monitor clients' financial progress and adjust plans as necessary to meet evolving needs and market conditions.
• Ensure compliance with all relevant financial regulations and industry standards.
• Collaborate with other professionals, such as accountants and attorneys, to provide holistic client solutions.
• Stay current with financial planning best practices, market developments, and regulatory changes.

Skills

Client relationship management

Financial planning

Communication

Presentation skills

Regulatory compliance

Education

CFP (Certified Financial Planner)

Finance or Economics degree

Tools

CRM systems

Financial planning software

Job description

About the Role

Our client, a prestigious financial planning firm located in East London, Eastern Cape, is seeking an experienced Senior Financial Advisor to join their growing team. This role focuses on providing comprehensive financial planning services to individuals and families, helping them achieve their long‑term financial goals. You will be responsible for assessing clients' financial situations, developing personalized financial plans, and advising on investments, retirement planning, insurance, and estate planning. The ideal candidate will possess excellent client relationship management skills, a deep understanding of financial markets and products, and a strong ethical compass. Join a reputable firm committed to delivering exceptional financial guidance in East London.

Key Responsibilities

• Conduct in-depth financial needs analysis for clients, understanding their goals, risk tolerance, and time horizons.
• Develop and present comprehensive, personalized financial plans covering investments, retirement, insurance, tax, and estate planning.
• Provide expert advice on investment strategies, portfolio management, and wealth accumulation.
• Educate clients on financial products and market trends, ensuring they make informed decisions.
• Build and maintain strong, long‑term relationships with a portfolio of clients.
• Monitor clients' financial progress and adjust plans as necessary to meet evolving needs and market conditions.
• Ensure compliance with all relevant financial regulations and industry standards.
• Collaborate with other professionals, such as accountants and attorneys, to provide holistic client solutions.
• Stay current with financial planning best practices, market developments, and regulatory changes.

Requirements

• Relevant tertiary qualification in Finance, Economics, or a related field.
• Professional designation such as CFP (Certified Financial Planner) is essential.
• Minimum of 5 years of experience as a Financial Advisor, with a proven track record of successful client management and financial planning.
• Strong knowledge of investment products, retirement vehicles, insurance, and estate planning principles.
• Excellent understanding of financial markets and economic indicators.
• Exceptional communication, interpersonal, and presentation skills.
• High level of integrity, professionalism, and client‑centricity.
• Ability to analyze complex financial data and develop tailored solutions.
• Proficiency in financial planning software and CRM systems.

Benefits

• Our client offers a competitive base salary, supplemented by an attractive commission and bonus structure based on performance.
• Comprehensive medical aid and retirement savings benefits are provided.
• Opportunities for continuous professional development, including advanced certifications and training, are supported.
• The role is based in our professional offices in East London, offering a supportive team environment and a hybrid work model for flexibility.

This is an excellent career opportunity for a seasoned financial advisor looking to grow their practice within the Eastern Cape region.