Financial Advisor

Placements24; Bloemfontein; Hybrid; ZAR 360,000 - 600,000; Full time

Job summary

Placements24 in Bloemfontein is seeking a dedicated Financial Advisor to join their established team. You will assess clients' financial needs and recommend investment strategies, retirement planning, insurance, and estate planning to help them achieve long-term goals.

This hybrid role blends in-office client meetings with remote-work flexibility, enabling effective client service, regulatory compliance, and personal productivity within the Free State financial landscape.

Qualifications

• Relevant qualifications and certifications in financial planning (e.g., RE5, NQF Level 5).
• Minimum of 3 years of experience as a Financial Advisor.
• Proven track record of successful client acquisition and retention.
• Strong knowledge of investment products, market trends, and financial planning principles.
• Excellent communication, interpersonal, and sales skills.
• Ability to work both independently and collaboratively in a hybrid environment.

Responsibilities

• Assess clients' financial situations, needs, and goals through in-depth consultations.
• Develop personalized financial plans covering investments, retirement, insurance, and estate planning.
• Recommend and implement appropriate financial products and strategies for clients.
• Educate clients on financial concepts and the benefits of various investment vehicles.
• Monitor clients' portfolios and provide regular reviews and adjustments as needed.
• Build and maintain long-term relationships with a portfolio of clients.

Skills

Communication

Sales skills

Interpersonal skills

Education

RE5 certification

NQF Level 5

Job description

About the Role

Our client is looking for a dedicated Financial Advisor to join their established team in Bloemfontein . In this role, you will be responsible for understanding clients' financial needs, recommending suitable investment strategies, and helping them achieve their long-term financial goals. You will provide expert advice on investments, retirement planning, insurance, and estate planning. This position combines in-office client meetings and team collaboration with the flexibility of remote work, offering a balanced approach to client service and personal productivity within the Free State financial landscape.

Key Responsibilities

• Assess clients' financial situations, needs, and goals through in-depth consultations.
• Develop personalized financial plans covering investments, retirement, insurance, and estate planning.
• Recommend and implement appropriate financial products and strategies for clients.
• Educate clients on financial concepts and the benefits of various investment vehicles.
• Monitor clients' portfolios and provide regular reviews and adjustments as needed.
• Build and maintain long-term relationships with a portfolio of clients.

Requirements

• Relevant qualifications and certifications in financial planning (e.g., RE5, NQF Level 5).
• Minimum of 3 years of experience as a Financial Advisor.
• Proven track record of successful client acquisition and retention.
• Strong knowledge of investment products, market trends, and financial planning principles.
• Excellent communication, interpersonal, and sales skills.
• Ability to work both independently and collaboratively in a hybrid environment.

Benefits

• Competitive commission structure and salary.
• Comprehensive medical aid and retirement fund.
• Extensive training and professional development support.
• Access to advanced financial planning tools and resources.
• Hybrid work model balancing office presence and remote flexibility.
• Opportunity to make a tangible difference in clients' financial lives.