Financial Advisor

Placements24; Gqeberha; Hybrid; ZAR 350,000 - 600,000; Full time

Benefits offered by this job

Competitive commission structure

Medical and retirement benefits

Ongoing training and development

Administrative support

Port Elizabeth regional focus

Job summary

Placements24 in Port Elizabeth is seeking a client-focused Financial Advisor to join their hybrid team. You will develop tailored financial plans, assess client needs, and guide individuals toward long-term goals.

The role emphasizes building lasting client relationships, advising on investments, retirement and insurance, and staying current with regulatory changes. Hybrid work combines in-office collaboration with remote flexibility.

Qualifications

• Relevant tertiary qualification in Finance, Economics, or related field.
• CFP/RE5 accreditation is desirable.
• Proven track record of advising clients on financial matters.

Responsibilities

• Develop personalized financial plans based on client needs, risk tolerance, and financial objectives.
• Advise clients on investment strategies, retirement planning, insurance needs, and estate planning.
• Conduct regular reviews with clients to track progress and adjust plans as needed.
• Build and maintain a strong client base through networking and relationship management.
• Stay abreast of market trends, financial products, and regulatory changes.

Skills

Client relationships

Financial planning

Communication skills

Presentation skills

Interpersonal skills

Regulatory compliance

Education

Finance/Economics degree

CFP/RE5 desirable

Tools

Licensing & compliance

Job description

About the Role

Our client is seeking a client-focused and experienced Financial Advisor to join their dynamic team serving the Port Elizabeth area. This hybrid role involves building and managing client relationships, providing tailored financial planning advice, and helping individuals and families achieve their long-term financial goals. You will assess clients' financial situations, recommend appropriate investment strategies, insurance products, and retirement plans, and ensure ongoing client satisfaction. This is an excellent opportunity to leverage your expertise in financial planning within a supportive environment that balances in-office collaboration with remote flexibility.

Key Responsibilities

• Develop personalized financial plans based on client needs, risk tolerance, and financial objectives.
• Advise clients on investment strategies, retirement planning, insurance needs, and estate planning.
• Conduct regular reviews with clients to track progress towards their financial goals and adjust plans as necessary.
• Build and maintain a strong client base through effective networking and relationship management.
• Stay abreast of market trends, financial products, and regulatory changes impacting financial planning.
• Ensure all advice and recommendations comply with industry regulations and ethical standards.

Requirements

• Relevant tertiary qualification in Finance, Economics, or a related field.
• Professional accreditation (e.g., CFP, RE5) is highly desirable.
• Proven track record of successfully advising clients on financial matters.
• Excellent communication, interpersonal, and presentation skills.
• Strong understanding of investment products, insurance, and retirement planning vehicles.
• Ability to work effectively in a hybrid model , managing client interactions both in person and remotely.

Benefits

• Competitive commission structure and performance incentives.
• Comprehensive benefits package including medical and retirement planning.
• Ongoing training and professional development opportunities.
• Supportive team environment and administrative assistance.
• A rewarding career focused on helping clients achieve financial security in Port Elizabeth.