Financial Advisor

Placements24; Cape Town; Hybrid; ZAR 100,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Hybrid work model

Training & development

Commission & bonuses

Job summary

Placements24 is seeking a dedicated Financial Advisor for a hybrid role in Upington, Northern Cape. You will build strong client relationships, understand financial goals, and develop tailored financial plans across investments, retirement planning, insurance, and wealth management.

Join a supportive practice focused on client outcomes, with ongoing training, performance-based incentives, and a flexible hybrid schedule to balance client meetings and office work.

Qualifications

• Bachelor's degree in Finance, Economics, or related field.
• CFP certification or willingness to obtain.
• Proven experience in financial planning or wealth management.

Responsibilities

• Meet with clients to assess financial goals and risk tolerance.
• Develop and present personalized financial plans.
• Recommend and implement investments, insurance, and retirement strategies.
• Monitor portfolios and provide ongoing advice.

Skills

Client communication

Sales skills

Interpersonal skills

Relationship building

Integrity

CRM proficiency

Education

Bachelor's degree in Finance or Economics or related field

CFP certification or willingness to obtain

Tools

CRM systems

Financial planning software

Job description

About the Role

Our client is seeking a dedicated and client-focused Financial Advisor to join their reputable practice in Upington . This role involves building and maintaining strong client relationships, understanding their financial goals, and developing personalized financial plans. You will provide expert advice on investments, retirement planning, insurance, and wealth management strategies to help clients achieve financial security and growth. This is an excellent opportunity for a motivated professional to develop their career within a supportive financial planning firm, serving the community in the Northern Cape .

Key Responsibilities

• Meet with clients to assess their financial situation, goals, and risk tolerance.
• Develop and present comprehensive financial plans tailored to individual client needs.
• Recommend and implement suitable investment, insurance, and retirement strategies.
• Monitor client portfolios and market trends, providing ongoing advice and adjustments.
• Build and nurture long-term relationships with clients through proactive communication and excellent service.
• Stay informed about financial products, market developments, and regulatory changes.
• Collaborate with other financial professionals to ensure holistic client solutions.

Requirements

• Bachelor's degree in Finance, Economics, or a related business field.
• Relevant financial planning certifications (e.g., CFP) or willingness to obtain them.
• Proven experience in financial planning, wealth management, or investment advisory.
• Strong understanding of financial markets, investment vehicles, and insurance products.
• Excellent communication, interpersonal, and sales skills.
• High level of integrity and commitment to client best interests.
• Proficiency in financial planning software and CRM systems.

Benefits

• Competitive salary with performance-based commission and bonuses.
• Comprehensive benefits package including health insurance and retirement plan.
• Ongoing training and professional development opportunities.
• Hybrid work environment allowing for client face-time and flexible working.
• Opportunity to build a strong client base and grow your financial advisory career.