Emerging Financial Advisor: Shape Clients' Futures

Old Mutual Life Assurance Company (Sa) Ltd (Pfa); South Africa; Remote; ZAR 600,000 - 900,000; Full time

Benefits offered by this job

Private medical insurance

Retirement fund

Advanced training & certifications

Remote career with autonomy

Uncapped commission

Job summary

Old Mutual Life Assurance Company (Sa) Ltd (Pfa) is seeking a Senior Financial Advisor for a fully remote advisory role serving clients nationwide in South Africa. The position emphasizes comprehensive wealth management, investment planning, retirement and estate planning.

You will build long-term client relationships, deliver tailored financial solutions, mentor junior advisers, and collaborate with specialists.

Qualifications

• 8+ years of experience as a Financial Advisor with wealth management focus.
• CFP or equivalent qualification is essential.
• Strong communication, presentation and interpersonal skills.
• Experience with remote work and virtual collaboration tools.
• Bachelor's degree in Finance, Economics, Business or related field.

Responsibilities

• Provide expert financial planning and wealth management advice to clients, including investments, retirement, estate planning.
• Develop customized financial strategies tailored to client goals and risk profiles.
• Proactively identify and cultivate new client relationships through networking and lead generation.
• Manage and grow a portfolio of high-net-worth clients with high satisfaction and retention.
• Conduct market research to stay abreast of economic trends and opportunities.
• Prepare comprehensive financial plans and client presentations.
• Ensure compliance with financial regulations and industry standards.
• Collaborate with tax advisors and estate attorneys to deliver holistic solutions.
• Utilize financial planning software and CRM systems to manage client data.
• Mentor and guide junior financial advisors in the remote team.

Skills

Wealth management

Client relationship management

Financial planning

Sales targets

Remote collaboration

Communication skills

Analytical thinking

Ethical conduct

Education

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

CFP certification

Tools

CRM systems

Financial planning software

Job description

About the Role Our client, a distinguished financial services group, is seeking a highly accomplished and client-focused Senior Financial Advisor to join their expanding remote advisory team. This role is entirely remote, providing unparalleled flexibility to serve a national client base. You will be responsible for providing comprehensive wealth management advice, including investment planning, retirement planning, and estate planning, to high-net-worth individuals and families. The ideal candidate will possess a deep understanding of financial markets, investment products, and regulatory requirements. Building and nurturing long-term client relationships is paramount. This position demands excellent communication skills, a proactive approach to client acquisition, and the ability to deliver tailored financial solutions. As a remote-first organization, our client offers a robust digital platform, extensive research support, and a collaborative virtual environment to empower their advisors in serving clients across South Africa.

Key Responsibilities

• Provide expert financial planning and wealth management advice to clients, encompassing investments, retirement, insurance, and estate planning.
• Develop and implement customized financial strategies tailored to individual client goals and risk profiles.
• Proactively identify and cultivate new client relationships through networking and lead generation efforts.
• Manage and grow a portfolio of high-net-worth clients, ensuring high levels of satisfaction and retention.
• Conduct in-depth market research and analysis to stay abreast of economic trends and investment opportunities.
• Prepare comprehensive financial plans and presentations for clients.
• Ensure compliance with all relevant financial regulations and industry standards.
• Collaborate with specialists (e.g., tax advisors, estate attorneys) to provide holistic client solutions.
• Utilize financial planning software and CRM systems to manage client information and track progress.
• Mentor and guide junior financial advisors within the remote team.

Requirements

• Minimum of 8 years of experience as a Financial Advisor, with a strong focus on wealth management and financial planning.
• Proven track record of successfully managing a significant client portfolio and achieving sales targets.
• Comprehensive knowledge of investment vehicles, retirement planning strategies, and risk management.
• Relevant professional qualifications such as CFP (Certified Financial Planner) or equivalent is essential.
• Excellent communication, presentation, and interpersonal skills.
• Experience working remotely and adept at using virtual collaboration tools.
• Strong analytical and problem-solving abilities.
• Commitment to ethical conduct and client-centric service.
• Proficiency in financial planning software and CRM systems.
• Bachelor's degree in Finance, Economics, Business, or a related field.

Benefits

• A highly competitive salary package up to the specified figure, plus uncapped commission structure.
• Comprehensive benefits package including private medical insurance and a retirement fund.
• Our client invests in continuous professional development, offering access to advanced training and certifications.
• Enjoy the autonomy and flexibility of a remote career while being part of a leading, supportive financial advisory firm.