Banking Wealth Advisor

Rmb; Polokwane; Hybrid; ZAR 350,000 - 650,000; Full time

Benefits offered by this job

Medical aid

Retirement fund

Performance-based incentives

Training and development opportunities

Job summary

Rmb in Polokwane, Limpopo, seeks a motivated Financial Advisor to help clients reach financial goals via investments, retirement planning, and insurance solutions. You will build and manage a client portfolio, deliver personalized plans, and ensure ongoing satisfaction in a hybrid work setup.

Requirements include a tertiary qualification in Finance or Economics, CFP advantageous, 4+ years as a Financial Advisor, knowledge of investments, estate planning, FSCA registration, and proficiency with

Qualifications

• A tertiary qualification in Finance, Economics, or related field.
• CFP/CFP certification is advantageous.
• Minimum 4 years as a Financial Advisor with client acquisition/retention.

Responsibilities

• Develop and implement comprehensive financial plans tailored to client needs.
• Advise on investments, retirement planning, estate planning, and risk management.
• Identify and pursue new business opportunities to grow the client base.
• Conduct regular client reviews and adjust plans as needed.
• Maintain up-to-date knowledge of financial markets, products, and regulations.
• Ensure compliance with regulations and company policies.
• Build long-term client relationships and collaborate with internal specialists.

Skills

Communication skills

Interpersonal skills

Sales skills

FSCA registered

CRM proficiency

Education

Bachelor's degree in Finance or Economics

CFP certification (advantageous)

Tools

Financial planning software

CRM systems

Job description

About the Role

Our client, a distinguished financial services firm, is seeking a motivated and client-focused Financial Advisor to join their expanding practice in Polokwane. This role is designed for individuals passionate about helping clients achieve their financial goals through expert advice on investments, retirement planning, and insurance solutions. You will be responsible for building and managing a portfolio of clients, providing personalized financial plans, and ensuring ongoing client satisfaction. The position offers significant earning potential and career growth within a supportive and professional environment in Limpopo. Key Responsibilities

• Develop and implement comprehensive financial plans tailored to individual client needs and objectives.
• Advise clients on investment strategies, retirement planning, estate planning, and risk management.
• Identify and pursue new business opportunities to grow the client base.
• Conduct regular client reviews to assess progress towards financial goals and adjust plans as needed.
• Maintain up-to-date knowledge of financial markets, products, and regulatory changes.
• Ensure compliance with all relevant financial regulations and company policies.
• Build and maintain strong, long-term relationships with clients based on trust and mutual respect.
• Collaborate with internal specialists to provide integrated financial solutions.

Requirements

• A relevant tertiary qualification in Finance, Economics, or a related field. Relevant certifications such as CFP (Certified Financial Planner) are highly advantageous.
• Minimum of 4 years of experience as a Financial Advisor, with a proven track record of client acquisition and retention.
• In-depth knowledge of investment products, insurance, retirement planning, and estate planning.
• Excellent communication, interpersonal, and sales skills.
• Strong analytical and problem-solving abilities.
• Commitment to ethical conduct and professional integrity.
• Proficiency in financial planning software and CRM systems.
• Must be registered with the Financial Sector Conduct Authority (FSCA) as a representative.
• Ability to work effectively in a hybrid model in Polokwane.

Benefits

• This position offers a competitive base salary plus an attractive commission structure with uncapped earning potential.
• Benefits include medical aid, a retirement fund, and performance-based incentives.
• Our client provides ongoing training and development opportunities to support your career growth.
• Join a reputable firm in Polokwane, Limpopo, and make a real difference in your clients\' financial lives.