Financial Advisor - Insurance & Investments

Placements24; Queenstown; In loco; NZD 55.000 - 83.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive salary

Medical aid

Pension fund

Professional development

Descrizione del lavoro

Placements24 is seeking a dedicated Financial Advisor for our client in Queenstown, South Africa. You will provide comprehensive financial planning services, focusing on insurance solutions and investment strategies, and build tailored plans for individuals and families.

The role requires client-centric communication, regulatory qualifications (RE5/NQF 4/5, CFP), and the ability to work independently while meeting sales and service targets in a compliance-driven environment.

Competenze

• Matriculation certificate is essential; a relevant tertiary qualification (e.g., BCom, Financial Planning) is highly desirable.
• Regulatory qualifications and licenses (e.g., RE 5, NQF Level 4/5 in Wealth Management, CFP designation).
• Proven track record advising clients on insurance and investment solutions.

Mansioni

• Conduct in-depth financial needs analyses for clients, covering insurance, savings, investment and retirement planning.
• Develop tailored financial plans and present them effectively to clients.
• Recommend and facilitate the sale of appropriate insurance products (life, disability, health) and investment vehicles.
• Monitor clients' financial progress and adjust plans as needed.
• Stay current with financial markets, economic trends and regulatory changes in South Africa.
• Build and maintain strong, long-term client relationships.
• Ensure compliance with relevant financial services regulations and ethical standards.
• Collaborate with internal specialists as needed.
• Manage client portfolios and provide ongoing support and advice.
• Meet or exceed individual sales and service targets.

Conoscenze

Financial planning

Client relations

Regulatory awareness

Communication

MS Office

Formazione

Matric + BCom/Wealth Mgmt

CFP or RE5/NQF 4/5

Descrizione del lavoro

About the Role

Our client, a respected financial services group, is looking for a dedicated and qualified Financial Advisor to join their team in **Queenstown, Eastern Cape**. This role involves providing comprehensive financial planning services to individuals and families, with a strong emphasis on insurance solutions and investment strategies. You will be responsible for assessing clients' financial needs, developing personalized plans, and recommending suitable products to help them achieve their financial goals. The ideal candidate is client-centric, possesses excellent communication and analytical skills, and holds the necessary regulatory qualifications. This is a fantastic opportunity to build a rewarding career within the **South African** financial services sector, operating from our client's established **Queenstown** office. We seek an advisor committed to ethical practices and long-term client success. Your ability to build trust and provide sound financial guidance will be paramount.

Key Responsibilities

• Conduct in-depth financial needs analyses for clients, covering insurance, savings, investment, and retirement planning.
• Develop tailored financial plans and present them effectively to clients.
• Recommend and facilitate the sale of appropriate insurance products (life, disability, health, etc.) and investment vehicles.
• Monitor clients' financial progress and proactively adjust plans as needed.
• Stay current with financial markets, economic trends, and regulatory changes affecting financial planning in South Africa.
• Build and maintain strong, long-term relationships with a diverse client base.
• Ensure compliance with all relevant financial services regulations and ethical standards.
• Collaborate with internal specialists (e.g., estate planners, tax advisors) when necessary.
• Manage client portfolios and provide ongoing support and advice.
• Meet or exceed individual sales and service targets.

Requirements

• Matriculation Certificate is essential; a relevant tertiary qualification (e.g., BCom, Financial Planning) is highly desirable.
• Minimum of 3 years of experience as a Financial Advisor or in a similar client-facing financial planning role.
• Relevant regulatory qualifications and licenses (e.g., RE 5, NQF Level 4/5 in Wealth Management, CFP designation).
• Proven track record of successfully advising clients on insurance and investment solutions.
• Strong understanding of financial planning principles, investment products, and risk management.
• Excellent communication, interpersonal, and presentation skills.
• Proficiency in financial planning software and MS Office Suite.
• High ethical standards and a commitment to acting in the client's best interest.
• Ability to work independently and manage client relationships effectively.
• Knowledge of the Eastern Cape market dynamics is a plus.

Benefits

• Competitive salary and attractive commission structure.
• Comprehensive benefits package including medical aid and pension fund.
• Opportunities for continuous professional development and advancement.
• Stable and supportive working environment in **Queenstown, Eastern Cape**.
• Access to a wide range of financial products from leading providers.
• Opportunity to make a meaningful impact on clients' financial well-being.