Client-Centric Financial Solutions Advisor

Old Mutual South Africa; South Africa; Hybrid; ZAR 350,000 - 550,000; Full time

Benefits offered by this job

Hybrid work model

Medical benefits

Retirement benefits

Professional development training

Job summary

Old Mutual South Africa in Richards Bay seeks a client-focused Financial Advisor to deliver personalised financial planning, investment advice and wealth management to individuals and families. You will build lasting relationships through trust and expertise, guiding clients toward their financial goals in a hybrid work setting.

The role requires CFP certification, at least 3 years in a client-facing financial role, and a proven ability to grow a client portfolio.

Qualifications

• CFP certification or equivalent financial planning credentials.
• Minimum 3 years in a client-facing financial role.
• Proven ability to grow and manage a client portfolio.

Responsibilities

• Develop and implement financial plans tailored to client needs.
• Provide advice on investments, retirement, insurance, and estate planning.
• Conduct regular client reviews and adjust strategies.
• Prospect for new clients via networking and referrals.
• Stay current with market trends and regulatory changes.
• Maintain accurate records and ensure regulatory compliance.

Skills

Interpersonal skills

Sales skills

Communication skills

Education

CFP certification

Job description

Our client is looking for a client‑focused and proactive Financial Advisor to join their growing practice in Richards Bay. This role involves providing personalized financial planning services, investment advice, and wealth management solutions to individuals and families. You will build long‑term relationships based on trust and expertise, helping clients achieve their financial goals. This position offers a hybrid work arrangement, allowing for flexibility while maintaining strong client engagement within the Richards Bay community and surrounding areas.

Key Responsibilities

• Develop and implement comprehensive financial plans tailored to individual client needs and goals.
• Provide expert advice on investments, retirement planning, insurance, and estate planning.
• Conduct regular reviews with clients to track progress and adjust strategies as needed.
• Identify and prospect for new clients through networking and referrals.
• Stay current with market trends, financial products, and regulatory changes.
• Maintain accurate client records and ensure compliance with all relevant regulations.

Requirements

• Relevant qualifications and certifications in financial planning (e.g., CFP).
• Minimum of 3 years of experience as a Financial Advisor or in a similar client‑facing financial role.
• Proven track record of building and managing a client portfolio.
• Strong knowledge of financial products, investment strategies, and market dynamics.
• Excellent interpersonal, communication, and sales skills.

Benefits

• Competitive base salary with attractive commission structure.
• Hybrid work model combining office‑based and remote work.
• Comprehensive medical and retirement benefits.
• Extensive training and support for professional development.
• Opportunity to make a significant impact on clients' financial well‑being in Richards Bay.