Financial Advisor

Placements24; Lenasia; Hybrid; ZAR 180,000 - 280,000; Full time

Benefits offered by this job

Base salary plus commission

Comprehensive health benefits

Professional development support

Hybrid work model

Job summary

Placements24 is seeking a dedicated Financial Advisor in Soweto to provide personalized financial guidance to individuals and families. The role blends in-person client engagement with remote planning tasks, fostering long-term relationships and career growth in financial services.

You will advise on investments, retirement planning, and insurance while staying compliant and current with market trends and regulatory requirements.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or related field.
• Proven experience in a financial advisory or client-facing financial role.
• Strong understanding of investment products, retirement planning, and insurance.
• Excellent communication, interpersonal, and sales skills.
• Ability to build trust and maintain long-term client relationships.
• Proficiency in financial planning software and CRM systems.

Responsibilities

• Meet with clients to understand their financial situation, goals, and risk tolerance.
• Develop and present comprehensive financial plans including investment, retirement, and insurance strategies.
• Provide ongoing advice and support to clients, monitoring their progress and making recommendations as needed.
• Cultivate new client relationships through networking and proactive outreach.
• Ensure compliance with all relevant industry regulations and company policies.
• Stay informed about market trends, financial products, and economic conditions.

Skills

Communication

Sales skills

Client relationship

Interpersonal skills

Industry knowledge

Education

Bachelors in Finance/Economics/Business

Tools

CRM systems

Financial planning software

Job description

About the Role

Our client is seeking a dedicated and client-centric Financial Advisor to join their team in Soweto . This role focuses on providing personalized financial guidance and solutions to individuals and families, helping them achieve their long-term financial goals. You will build strong client relationships, offer advice on investments, retirement planning, and insurance, and ensure clients receive excellent service. This is an excellent opportunity for a motivated professional to build a rewarding career in financial services, operating within a hybrid model that balances essential in-person client engagement with remote administrative and planning tasks, promoting a sustainable work-life integration in the Soweto community.

Key Responsibilities

• Meet with clients to understand their financial situation, goals, and risk tolerance.
• Develop and present comprehensive financial plans including investment, retirement, and insurance strategies.
• Provide ongoing advice and support to clients, monitoring their progress and making recommendations as needed.
• Cultivate new client relationships through networking and proactive outreach.
• Ensure compliance with all relevant industry regulations and company policies.
• Stay informed about market trends, financial products, and economic conditions.

Requirements

• Bachelor's degree in Finance, Economics, Business, or a related field; relevant industry licenses (e.g., RE5) are essential.
• Proven experience in a financial advisory or client-facing financial role.
• Strong understanding of investment products, retirement planning, and insurance.
• Excellent communication, interpersonal, and sales skills.
• Ability to build trust and maintain long-term client relationships.
• Proficiency in financial planning software and CRM systems.

Benefits

• Competitive base salary plus attractive commission structure.
• Comprehensive health benefits package.
• Support for professional development and obtaining advanced certifications.
• Hybrid work model offering flexibility for client meetings and office tasks.
• Opportunity to significantly impact clients' financial well-being in the local community.