Senior Financial Advisor

Placements24; Mansfield Woodhouse; Hybrid; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Competitive base salary

Bonus scheme

Medical aid

Professional development

Hybrid work

Job summary

Placements24 is seeking a seasoned Senior Financial Advisor for a wealth management client operating in hybrid mode. You will deliver comprehensive financial planning, including investments, retirement and estate planning, and risk management, while fostering long-term client relationships and maintaining high service standards.

The role requires 5–7 years of experience, CFP preferred, and strong communication skills.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field is required.
• CFP or similar professional certification is highly preferred.
• Minimum 5–7 years of experience in financial planning and advisory roles.
• Proven track record of managing client portfolios and achieving objectives.

Responsibilities

• Develop and implement personalized financial plans for clients, covering investments, retirement, insurance, and estate planning.
• Analyze clients' financial situations to identify needs and objectives.
• Provide expert advice on investment strategies, market trends, and portfolio management.
• Monitor portfolios and adjust as needed to meet goals and risk tolerance.
• Stay informed about regulatory changes and new financial products.
• Build and maintain long‑lasting client relationships through regular communication and exceptional service.
• Conduct regular reviews with clients to assess progress and update plans.
• Collaborate with other financial professionals to provide holistic solutions.
• Actively seek new clients through networking and referrals.

Skills

Financial planning

Client relationship management

Communication skills

Sales skills

Regulatory compliance

Education

Bachelor's degree in Finance, Economics, Business Administration, or related field

Tools

Financial planning software

CRM systems

Job description

About the Role

Our client, a prominent wealth management firm, is seeking a seasoned Senior Financial Advisor to join their Randburg office. This role offers a hybrid work arrangement, allowing for a flexible mix of remote client interactions and essential in‑office meetings and team collaborations. You will be responsible for providing comprehensive financial planning services to a diverse clientele, including investment management, retirement planning, estate planning, and risk management. The ideal candidate possesses deep expertise in financial products, excellent communication and interpersonal skills, and a strong commitment to client success. You will build and maintain long‑term relationships with clients, helping them achieve their financial goals through personalized strategies. This is an opportunity to contribute to a reputable firm and grow your practice within a supportive and professional environment. Regular presence at the office will be required for client meetings and team activities.

Key Responsibilities

• Develop and implement personalized financial plans for clients, covering investments, retirement, insurance, and estate planning.
• Analyze clients' financial situations, including income, expenses, assets, and liabilities, to identify their needs and objectives.
• Provide expert advice on investment strategies, market trends, and portfolio management.
• Monitor clients' portfolios and make adjustments as needed to align with their financial goals and risk tolerance.
• Stay informed about economic conditions, regulatory changes, and new financial products.
• Build and maintain strong, long‑lasting relationships with clients through regular communication and exceptional service.
• Conduct regular reviews with clients to assess progress towards their financial goals and update plans accordingly.
• Ensure compliance with all relevant industry regulations and ethical standards.
• Collaborate with other financial professionals (e.g., accountants, attorneys) to provide holistic client solutions.
• Actively seek out new clients through networking and referrals.

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Relevant professional certifications such as CFP (Certified Financial Planner) are highly preferred.
• Minimum of 5-7 years of experience in financial planning and advisory roles.
• Proven track record of successfully managing client portfolios and achieving financial planning objectives.
• In-depth knowledge of investment products, retirement vehicles, insurance, and estate planning principles.
• Excellent understanding of financial markets and economic trends.
• Strong sales, communication, presentation, and interpersonal skills.
• Ability to build rapport and trust with clients from diverse backgrounds.
• Proficiency in financial planning software and CRM systems.
• Demonstrated commitment to ethical conduct and client‑centricity.
• Must be willing to commute to the Randburg office for hybrid work requirements.

Benefits

• Competitive base salary plus attractive commission and bonus structure.
• Comprehensive medical aid and retirement fund benefits.
• Opportunities for professional development, training, and obtaining advanced certifications.
• Access to proprietary research and investment tools.
• Supportive team environment and leadership.
• Potential for career advancement within the firm.
• Generous client acquisition support.