Senior Financial Advisor - Wealth Management Randburg

Placements24; Southampton; Hybrid; GBP 27,000 - 41,000; Full time

Benefits offered by this job

Commission structure

Medical benefits

Retirement benefits

Training and development

Hybrid work model

Job summary

Placements24 is seeking a Senior Financial Advisor for a prestigious wealth management firm in Randburg, Gauteng. You will deliver comprehensive financial planning and investment guidance to a diverse client base, focusing on long-term goals, risk management, and portfolio optimization in a hybrid work setting.

Responsibilities include developing tailored financial plans, conducting needs analyses, building client relationships, and meeting sales and service targets while staying compliant with

Qualifications

• Bachelor's degree in Finance, Economics, Business, or a related field.
• Professional certifications CFP or CFA are essential.
• Minimum of 5 years of experience as a Financial Advisor or Wealth Manager.
• Strong knowledge of financial planning, investment, and wealth management.
• Knowledge of South African FAIS Act regulations.
• Excellent communication and client relationship management skills.
• Proficiency with financial planning software and CRM systems.
• Ability to work independently and in a team.
• Must reside in or commute to Randburg for hybrid work.

Responsibilities

• Develop and implement tailored financial plans for clients, including investment, retirement, insurance, and estate planning strategies.
• Conduct thorough financial needs analyses and risk assessments for new and existing clients.
• Provide expert advice on investment products, market trends, and portfolio management.
• Build and maintain strong, long-term relationships with a portfolio of high-net-worth clients.
• Proactively seek new client acquisition opportunities through networking and referrals.
• Ensure compliance with all relevant financial regulations and industry standards.
• Stay updated on financial market developments, economic conditions, and new financial products.
• Collaborate with other specialists to provide holistic financial solutions.
• Meet and exceed established sales and service targets.
• Prepare and deliver client presentations and reviews.

Skills

Client relationships

Business development

Analytical thinking

Communication

Education

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

Tools

CRM systems

Financial planning software

Job description

About the Role

Our client, a prestigious wealth management firm, is seeking a highly motivated and experienced Senior Financial Advisor to join their team in Randburg, Gauteng. This role focuses on providing comprehensive financial planning and investment advisory services to a diverse clientele, helping them achieve their long-term financial goals. The ideal candidate will possess a deep understanding of investment strategies, retirement planning, estate planning, and risk management. You will be responsible for building and nurturing client relationships, conducting financial needs analyses, and developing personalized financial plans. This hybrid role allows for a blend of client-facing interactions and focused planning in the Randburg, Gauteng office.

Key Responsibilities

• Develop and implement tailored financial plans for clients, including investment, retirement, insurance, and estate planning strategies.
• Conduct thorough financial needs analyses and risk assessments for new and existing clients.
• Provide expert advice on investment products, market trends, and portfolio management.
• Build and maintain strong, long-term relationships with a portfolio of high-net-worth clients.
• Proactively seek new client acquisition opportunities through networking and referrals.
• Ensure compliance with all relevant financial regulations and industry standards.
• Stay updated on financial market developments, economic conditions, and new financial products.
• Collaborate with other specialists (e.g., tax advisors, estate planners) to provide holistic financial solutions.
• Meet and exceed established sales and service targets.
• Prepare and deliver client presentations and reviews.

Requirements

• Bachelor's degree in Finance, Economics, Business, or a related field.
• Relevant professional certifications (e.g., CFP, CFA) are essential.
• Minimum of 5 years of experience as a Financial Advisor, Wealth Manager, or similar role, with a proven track record of success.
• Deep knowledge of financial planning principles, investment vehicles, and wealth management strategies.
• Strong understanding of South African financial regulations (e.g., FAIS Act).
• Excellent communication, interpersonal, and client relationship management skills.
• Proven ability to generate new business and grow a client base.
• High level of integrity, ethical conduct, and professionalism.
• Proficiency in financial planning software and CRM systems.
• Ability to work both independently and as part of a team.
• Must reside in or be able to commute to Randburg, Gauteng for hybrid work.

Benefits

• Our client offers a competitive commission structure with a retainer, comprehensive medical and retirement benefits, ongoing training and development opportunities, and a supportive team environment.
• This hybrid role provides the opportunity to build a successful career in wealth management in Randburg, Gauteng.