Financial Advisor - Investment & Risk Management

Placements24; Willows (CA); On-site; USD 18,000 - 37,000; Full time

Benefits offered by this job

Competitive base salary

Medical aid

Retirement fund

Training & development

Career progression

Lead generation support

Job summary

Placements24 in Welkom is seeking a client-focused Financial Advisor to build and nurture lasting client relationships within our established branch. You will deliver comprehensive financial planning including investments, retirement, and risk management, tailored to each client’s goals.

The role demands strong communication, a solid understanding of financial markets, and the ability to generate leads and manage a portfolio, with supportive training and a clear path for career advancement in a

Qualifications

• Relevant tertiary qualification (e.g., BCom, B.Admin) or equivalent professional designation.
• RE 5 and FAIS qualifications (e.g., NQF Level 5).
• A minimum of 3 years of experience in a financial advisory or wealth management role.
• Proven track record of achieving sales targets and building a client base.
• Strong knowledge of investment products, retirement planning, and risk management.
• Excellent communication, interpersonal, and presentation skills.

Responsibilities

• Develop and implement personalized financial plans for clients, covering investments, savings, retirement, and insurance.
• Conduct thorough risk assessments and recommend appropriate investment strategies.
• Build and maintain long-term relationships with clients through regular communication and reviews.
• Educate clients on financial products, market trends, and investment opportunities.
• Identify opportunities to cross-sell and up-sell financial products and services.
• Stay current with financial regulations, market developments, and industry best practices.
• Meet and exceed sales targets and business development goals.
• Ensure compliance with all relevant financial services regulations and ethical standards.
• Prepare financial reports and client statements.Collaborate with internal teams to provide comprehensive client solutions.

Skills

Relationship building

Sales targets

Communication skills

Lead generation

Team & independent work

MS Office

Financial planning software

Education

BCom or equivalent

FAIS qualifications (NQF5)

RE5 certification

Tools

Financial planning software

MS Office Suite

Job description

About the Role

Our client, a reputable financial services firm, is seeking a motivated and client-focused Financial Advisor to join their established branch in **Welkom, Free State**. This role is primarily office-based, demanding a strong presence within the local community to build and nurture client relationships. You will be responsible for providing comprehensive financial planning services, including investment advice, retirement planning, and risk management strategies, tailored to meet the unique needs of each client. The ideal candidate possesses excellent communication skills, a deep understanding of financial markets, and a passion for helping individuals achieve their financial goals. This is an excellent opportunity to build a rewarding career in financial advising within a supportive and professional environment in **Welkom**. We are looking for a driven individual who can generate leads, manage a client portfolio, and consistently deliver exceptional financial guidance.

Key Responsibilities

• Develop and implement personalized financial plans for clients, covering investments, savings, retirement, and insurance.
• Conduct thorough risk assessments and recommend appropriate investment strategies.
• Build and maintain long-term relationships with clients through regular communication and reviews.
• Educate clients on financial products, market trends, and investment opportunities.
• Identify opportunities to cross-sell and up-sell financial products and services.
• Stay current with financial regulations, market developments, and industry best practices.
• Meet and exceed sales targets and business development goals.
• Ensure compliance with all relevant financial services regulations and ethical standards.
• Prepare financial reports and client statements.Collaborate with internal teams to provide comprehensive client solutions.

Requirements

• Relevant tertiary qualification (e.g., BCom, B.Admin) or equivalent professional designation.
• RE 5 and relevant FAIS qualifications (e.g., NQF Level 5).
• A minimum of 3 years of experience in a financial advisory or wealth management role.
• Proven track record of achieving sales targets and building a client base.
• Strong knowledge of investment products, retirement planning, and risk management.
• Excellent communication, interpersonal, and presentation skills.
• Client-centric approach with a high degree of professionalism and integrity.
• Ability to work effectively within a team and independently.
• Proficiency in financial planning software and MS Office Suite.
• Resilience and a proactive attitude towards business development.

Benefits

• Competitive base salary of R per annum, plus attractive commission structure.
• Comprehensive medical aid and retirement fund benefits.
• Ongoing training and professional development opportunities.
• Opportunities for career advancement within the firm.
• A supportive and collaborative office environment in **Welkom**.
• Access to a strong client base and lead generation support.
• Performance incentives and awards.