Senior Financial Advisor: Hybrid, Growth & Ownership

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

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.