Financial Advisor

Placements24; Klerksdorp; Hybrid; ZAR 300,000 - 600,000; Full time

Benefits offered by this job

Commission-based earnings

Medical aid

Retirement fund contributions

Remote work

Professional development

Job summary

Placements24 in Klerksdorp, North West, seeks a personable Financial Advisor to deliver tailored financial planning services to individuals and families. You will assess client goals and craft strategies covering wealth management, investments, retirement, and insurance, while leveraging a remote work option to support clients in the North West province.

The role emphasizes client relationships, expert guidance, and compliance with financial regulations, with ongoing professional development

Qualifications

• Bachelor's degree in Finance, Economics, Business or related field.
• Proven experience as a Financial Advisor or similar client-facing planning role.
• Certifications and licenses such as CFP and RE5 are essential.
• Strong knowledge of financial planning, investment products, and market dynamics.
• Excellent communication and client relationship management skills.
• Ability to work autonomously in a remote capacity.

Responsibilities

• Conduct in-depth financial needs analysis and develop personalized financial plans.
• Provide expert advice on investments, retirement planning, insurance, and estate planning.
• Research and recommend suitable financial products based on client objectives and risk tolerance.
• Monitor client portfolios and adjust plans as market conditions change.
• Maintain strong client relationships through regular communication and proactive service.
• Ensure compliance with financial regulations and ethical standards.

Skills

Financial planning

Client relationship management

Communication skills

CFP

RE5

Education

Bachelor's degree in Finance, Economics, Business

Job description

About the Role

Our client is seeking a personable and knowledgeable Financial Advisor to provide tailored financial planning services to individuals and families in Klerksdorp. This role focuses on understanding client goals and developing comprehensive strategies for wealth management, investment planning, retirement, and insurance. You will build trusted relationships with clients, offering expert advice and personalized solutions to help them achieve their financial objectives. This position offers a remote work option, allowing you to connect with clients virtually and manage your schedule effectively, while serving the North West province.

Key Responsibilities

• Conduct in-depth financial needs analysis and develop personalized financial plans for clients.
• Provide expert advice on investment strategies, retirement planning, insurance needs, and estate planning.
• Research and recommend suitable financial products and services based on client objectives and risk tolerance.
• Monitor client portfolios and market conditions, making adjustments to financial plans as needed.
• Maintain strong client relationships through regular communication and proactive service.
• Ensure compliance with all relevant financial regulations and ethical standards.

Requirements

• Bachelor's degree in Finance, Economics, Business, or a related field.
• Proven experience as a Financial Advisor or in a similar client-facing financial planning role.
• Relevant industry certifications and licenses (e.g., CFP, RE5) are essential.
• Strong knowledge of financial planning principles, investment products, and market dynamics.
• Excellent communication, interpersonal, and client relationship management skills.
• Ability to work autonomously and manage client relationships effectively in a remote capacity.

Benefits

• Competitive salary with performance-based commission structures.
• Comprehensive medical aid and retirement fund contributions.
• Flexible remote work arrangements to promote work-life balance.
• Opportunities for continuous professional development and advanced certifications.
• Supportive back-office team to assist with administrative tasks.