Financial Advisor

Placements24; East London; Hybrid; ZAR 300,000 - 540,000; Full time

Benefits offered by this job

Commission & bonus

Medical aid

Retirement fund

Training opportunities

Supportive team

Job summary

Placements24 is seeking a client-focused Financial Advisor in East London, South Africa. The role involves delivering comprehensive financial planning, investments, retirement planning, and insurance solutions while building strong long-term client relationships within the East London market.

You will conduct needs analyses, develop personalized plans, and stay updated on market trends and regulatory changes to provide ongoing advice and service excellence.

Qualifications

• RE5 or CFP preferred certification.
• NQF Level 4/5 in Wealth Management.
• Minimum 3 years as a Financial Advisor.
• Proven client acquisition and retention.
• Strong knowledge of investments, insurance and planning.

Responsibilities

• Perform comprehensive financial needs analyses for clients.
• Develop personalized financial plans for investments, retirement and estate planning.
• Recommend suitable products and services based on client objectives.
• Monitor client portfolios and market trends; provide ongoing advice.
• Build long-term client relationships through regular communication and exceptional service.
• Stay informed on regulations and new products and developments.

Skills

Communication skills

Interpersonal skills

Presentation skills

Investment knowledge

Insurance knowledge

Financial planning

Client acquisition

Client retention

Independent work

Portfolio management

Education

RE5

NQF Level 4/5 in Wealth Management

CFP designation preferred

Job description

About the Role

Our client is looking for a client-focused and knowledgeable Financial Advisor to join their growing practice in East London . This role involves building and maintaining client relationships by providing comprehensive financial planning services, including investment advice, retirement planning, and insurance solutions. You will play a vital role in helping individuals and families achieve their financial goals through personalized strategies and expert guidance in the Eastern Cape . This is an excellent opportunity for a motivated professional to build a rewarding career in financial services.

Key Responsibilities

• Conduct comprehensive financial needs analyses for clients.
• Develop personalized financial plans covering investments, retirement, insurance, and estate planning.
• Recommend suitable financial products and services based on client objectives.
• Monitor client portfolios and market trends, providing ongoing advice and adjustments.
• Build and nurture long-term relationships with clients through regular communication and exceptional service.
• Stay informed about financial regulations, market developments, and new financial products.

Requirements

• Relevant qualifications and certifications (e.g., RE5, NQF Level 4/5 in Wealth Management, CFP designation preferred).
• Minimum of 3 years of experience as a Financial Advisor or in a similar client-facing financial role.
• Proven track record of successful client acquisition and retention.
• Strong understanding of investment products, insurance, and financial planning principles.
• Excellent communication, interpersonal, and presentation skills.
• Ability to work independently and manage a client book effectively.

Benefits

• Competitive salary with an attractive commission and bonus structure.
• Comprehensive medical aid and retirement fund benefits.
• Ongoing training and professional development opportunities.
• Supportive team environment and administrative assistance.
• Opportunity to make a real difference in clients' financial lives in East London .