Senior Financial Advisor

Placements24; Windsor Park (TN); Hybrid; USD 36,000 - 54,000; Full time

Benefits offered by this job

Competitive salary

Medical aid and disability coverage

Retirement savings plan

Professional development opportunities

Hybrid work arrangements

Paid time off and holidays

Wellness programs

Potential for partnership or ownership

Job summary

Placements24 is seeking a Senior Financial Advisor to deliver comprehensive financial guidance to clients from our East London base. You will craft personalized plans, advise on investments, retirement, insurance, and estate planning, and foster enduring client relationships.

Ideal candidates will have 5+ years in financial planning, strong knowledge of investments and regulatory requirements, and proficiency with financial planning tools and CRM systems.

Qualifications

• Bachelor's degree in Finance, Economics, or a related field.
• CFP certification or equivalent desirable.
• 5+ years in a Financial Advisor or similar client-facing planning role.
• Proven track record of managing client portfolios and achieving goals.
• Knowledge of investments, retirement planning, insurance, and estate planning principles.
• Strong understanding of South African financial regulations.

Responsibilities

• Develop and implement tailored financial plans for individual clients based on goals and risk tolerance.
• Provide expert advice on investments, retirement planning, insurance, and estate planning.
• Build and maintain long-term client relationships through regular communication and proactive service.
• Analyze clients' financial situations to identify opportunities and risks.
• Stay current with financial market trends and regulatory changes.
• Educate clients on financial concepts and strategies to empower decision-making.
• Collaborate with estate planners and investment analysts to provide holistic solutions.
• Meet and exceed targets for client acquisition and retention.
• Ensure compliance with financial regulations and industry standards.
• Contribute to the firm’s reputation for excellence in financial advice.

Skills

Client relationship management

Financial planning

Regulatory knowledge

CRM software

Communication skills

Ethical conduct

Education

Bachelor's degree in Finance/Economics/Business

CFP certification desirable

Tools

CRM software

Financial planning software

Job description

Our client, a well-established financial planning firm operating in East London, Eastern Cape , is seeking a dedicated and accomplished Senior Financial Advisor to provide comprehensive financial guidance to its clientele. This role involves developing personalized financial plans, offering expert advice on investments, retirement planning, insurance, and estate planning, and nurturing long-term client relationships. The ideal candidate will possess a strong understanding of financial markets, wealth management strategies, and regulatory requirements. You will be instrumental in helping clients achieve their financial goals through sound advice and strategic planning. This position offers a fantastic opportunity to build a successful career in financial advisory services within the vibrant community of East London , working within a supportive and professional environment. The role requires a client-centric professional with a passion for financial well-being.

Key Responsibilities

• Develop and implement tailored financial plans for individual clients based on their goals and risk tolerance.
• Provide expert advice on investment strategies, retirement planning, insurance needs, and estate planning.
• Build and maintain strong, long-term relationships with clients through regular communication and proactive service.
• Conduct thorough analysis of clients' financial situations, identifying opportunities and potential risks.
• Stay up-to-date with financial market trends, investment products, and regulatory changes.
• Educate clients on financial concepts and strategies to empower them in their financial decision-making.
• Collaborate with internal specialists (e.g., estate planners, investment analysts) to provide holistic financial solutions.
• Meet and exceed performance targets related to client acquisition and retention.
• Ensure compliance with all relevant financial regulations and industry standards.
• Contribute to the firm's reputation for excellence in financial advice within the Eastern Cape .

Requirements

• A Bachelor's degree in Finance, Economics, Business, or a related field.
• Relevant professional certifications such as CFP (Certified Financial Planner) or equivalent are highly desirable.
• A minimum of 5 years of experience as a Financial Advisor or in a similar client-facing financial planning role.
• Proven track record of successfully managing client portfolios and achieving financial goals.
• In-depth knowledge of investment products, insurance, retirement planning, and estate planning principles.
• Strong understanding of the South African financial regulatory landscape.
• Excellent interpersonal, communication, and presentation skills.
• Client-centric mindset with a strong focus on building trust and rapport.
• Proficiency in financial planning software and CRM systems.
• Ability to work independently and manage a client base effectively.
• Commitment to ethical conduct and professional integrity.

Benefits

• Competitive salary, commission structure, and performance-based bonuses.
• Comprehensive medical aid, life insurance, and disability coverage.
• Retirement savings plan with company contributions.
• Opportunities for professional development, training, and advanced certifications.
• Hybrid work arrangements allowing for flexibility from your East London base.
• A supportive and collaborative team environment.
• Access to advanced financial planning tools and resources.
• Generous paid time off and holiday allowances.
• Employee assistance program and wellness support.
• Potential for partnership or ownership opportunities within the firm.