Client-Focused Financial Advisor for Wealth Planning

Placements24; Mossel Bay; On-site; ZAR 300,000 - 420,000; Full time

Benefits offered by this job

Competitive salary + commission

Health & wellness benefits

Pension and life insurance

Professional development

Office-based role in Mossel Bay

Job summary

Placements24 in Mossel Bay is seeking a client-focused Financial Advisor to join our established practice. The role is office-based, focusing on building and maintaining relationships while providing expert financial planning and investment advice to help clients achieve long-term objectives.

The ideal candidate will have a Bachelor’s degree in a related field, proven advisory experience, and relevant licenses such as CFP or FAIS. Excellent communication and presentation skills are essential.

Qualifications

• Bachelor's degree in finance, economics, business administration, or related field.
• Proven experience as a Financial Advisor or similar client-facing financial role.
• Licenses/certifications such as CFP or FAIS are preferred.
• Strong understanding of investment products, planning principles, and retirement strategies.
• Excellent interpersonal, communication, and presentation skills.
• Demonstrated ability to build and maintain strong client relationships.

Responsibilities

• Develop and implement comprehensive financial plans for individual clients.
• Provide investment advice and recommendations based on client goals, risk tolerance, and market conditions.
• Conduct regular reviews with clients to track progress towards financial objectives.
• Educate clients on financial products, investment strategies, and market trends.
• Stay up-to-date with financial regulations, tax laws, and investment products.
• Manage client portfolios and ensure compliance with ethical and regulatory standards.

Skills

Communication skills

Relationship building

Presentation skills

Education

Bachelor's degree in Finance, Economics, Business Administration, or related field

Tools

CFP Certification

FAIS Certification

Job description

Placements24 in Mossel Bay is seeking a client-focused Financial Advisor to join our established practice. The role is office-based, focusing on building and maintaining relationships while providing expert financial planning and investment advice to help clients achieve long-term objectives.

The ideal candidate will have a Bachelor’s degree in a related field, proven advisory experience, and relevant licenses such as CFP or FAIS. Excellent communication and presentation skills are essential.