Financial Advisor

Placements24; Midrand; Hybrid; ZAR 360,000 - 600,000; Full time

Benefits offered by this job

Competitive base + commission

Medical & retirement benefits

Professional development

Hybrid work model

Job summary

Placements24 is partnering with a prominent financial institution in Midrand to recruit a client-focused Financial Advisor. You will help clients achieve their financial goals through tailored advice, investment strategies, and a strong emphasis on service.

The role requires a related degree and at least 3 years of advisory experience, with a proven track record of meeting targets. A hybrid work model, competitive base salary with commission, medical and retirement benefits are offered.

Qualifications

• Bachelor-level degree in Finance, Economics, or related field.
• Minimum 3 years of experience in financial advisory or wealth management.
• Strong knowledge of investment vehicles, retirement planning, and insurance products.

Responsibilities

• Conduct in-depth financial needs analysis for clients, identifying goals such as retirement planning, investment growth, and risk management.
• Develop and present personalized financial plans, recommending investment products, insurance, and savings strategies.
• Build and nurture long-term client relationships through regular communication and proactive engagement.
• Stay updated on market trends and new financial products to provide current advice.
• Ensure compliance with regulatory requirements and company policies in financial planning and client interactions.

Skills

Client relationship building

Communication

Presentation skills

Sales targeting

Education

Tertiary qualification in Finance or Economics

Job description

About the Role

Our client, a prominent financial institution, is seeking a dedicated and client-focused Financial Advisor to join their dynamic team in Midrand . This role is pivotal in assisting clients to achieve their financial goals through expert advice and tailored investment strategies. You will be instrumental in building and maintaining strong client relationships, understanding their needs, and providing comprehensive financial planning services. The ideal candidate will possess a deep understanding of financial markets, a passion for client success, and the ability to communicate complex financial concepts clearly and effectively within a collaborative environment.

Key Responsibilities

• Conduct in-depth financial needs analysis for clients, identifying goals such as retirement planning, investment growth, and risk management.
• Develop and present personalized financial plans, recommending appropriate investment products, insurance, and savings strategies.
• Build and nurture long-term client relationships through regular communication, proactive engagement, and exceptional service.
• Stay abreast of market trends, economic developments, and new financial products to provide up-to-date advice.
• Ensure compliance with all regulatory requirements and company policies in financial planning and client interactions.

Requirements

• Relevant tertiary qualification in Finance, Economics, or a related field.
• Minimum of 3 years of experience in financial advisory or wealth management.
• Proven track record of meeting or exceeding sales and client satisfaction targets.
• Strong knowledge of investment vehicles, retirement planning, and insurance products.
• Excellent interpersonal, communication, and presentation skills, with the ability to build trust and rapport.

Benefits

• Competitive base salary with attractive commission structure.
• Comprehensive medical and retirement benefits.
• Opportunities for professional development and advanced certifications.
• A supportive team environment with access to industry-leading financial tools.
• Hybrid work model offering a balance between office collaboration and remote flexibility.