Financial Advisor

Placements24; LegKraal Gate; On-site; ZAR 360,000 - 600,000; Full time

Benefits offered by this job

Health insurance

Retirement fund contributions

Training & development opportunities

Client base in Mahikeng

Job summary

Placements24 is seeking a client-focused Financial Advisor in Mahikeng to provide comprehensive financial planning services to individuals and families. You will assess client needs, develop personalized strategies, and recommend investments, insurance, and retirement products.

The ideal candidate will have CFP or NQF Level 4/5, at least three years of experience, and strong communication skills to build trust with clients in a regulated Banking & Finance environment in the North West region.

Qualifications

• CFP or NQF Level 4/5 in financial planning required.
• Minimum of 3 years of experience as a Financial Advisor or similar role.
• Strong understanding of investment products, insurance, retirement planning, and tax implications.
• Excellent communication and interpersonal skills.

Responsibilities

• Conduct thorough financial needs analyses with clients to understand goals, risk tolerance, and financial situation.
• Develop and present customized financial plans including investment, retirement, insurance, and estate planning strategies.
• Recommend and implement suitable financial products and services from a range of providers.
• Build and maintain strong, long-term relationships with clients through regular reviews and ongoing support.
• Stay updated on market developments, economic trends, and regulatory changes impacting financial planning.
• Ensure compliance with industry regulations and company policies.

Skills

Communication skills

Presentation skills

Interpersonal skills

Education

CFP

NQF 4/5 in Financial Planning

Job description

About the Role

Our client is seeking a client-focused and knowledgeable Financial Advisor to join their team in Mahikeng . This role is dedicated to providing comprehensive financial planning services to individuals and families, helping them achieve their long-term financial goals. You will assess client needs, develop personalized financial strategies, and recommend suitable investment, insurance, and retirement products. The ideal candidate is passionate about financial literacy, possesses excellent communication and interpersonal skills, and is committed to ethical client service within the Banking & Finance sector in North West.

Key Responsibilities

• Conduct thorough financial needs analyses with clients to understand their goals, risk tolerance, and financial situation.
• Develop and present customized financial plans, including investment, retirement, insurance, and estate planning strategies.
• Recommend and implement suitable financial products and services from a range of providers.
• Build and maintain strong, long-term relationships with clients through regular reviews and ongoing support.
• Stay abreast of market developments, economic trends, and regulatory changes impacting financial planning.
• Ensure compliance with all industry regulations and company policies.

Requirements

• Relevant financial planning qualifications and certifications (e.g., CFP, NQF Level 4/5).
• Minimum of 3 years of experience as a Financial Advisor or in a similar financial planning role.
• Strong understanding of investment products, insurance, retirement planning, and tax implications.
• Excellent communication, presentation, and interpersonal skills.
• Demonstrated ability to build trust and rapport with clients.
• A clean regulatory record and commitment to ethical practice.

Benefits

• Competitive base salary plus commission and performance bonuses.
• Comprehensive health insurance and retirement fund contributions.
• Extensive training and professional development opportunities.
• Opportunity to build a strong client base in Mahikeng .
• Supportive team environment focused on professional excellence.