Financial Advisor

Placements24; Mtubatuba Local Municipality; Hybrid; ZAR 420,000 - 650,000; Full time

Benefits offered by this job

Commission-based pay

Hybrid work model

Medical and retirement benefits

Training and development

Impact on clients' financial well‑be

Job summary

Placements24 is seeking a client-focused Financial Advisor to join a Richards Bay practice. You will provide personalized financial planning, investment guidance, and wealth management services to individuals and families, building long-term client relationships in a hybrid work setting.

Key duties include developing plans, advising on investments and retirement, and maintaining client records while staying compliant with regulations.

Qualifications

• CFP certification or equivalent in financial planning.
• Minimum 3 years of experience as a Financial Advisor or similar client-facing role.
• Proven track record of building and managing a client portfolio.

Responsibilities

• Develop and implement comprehensive financial plans tailored to client needs and goals.
• Provide expert advice on investments, retirement planning, insurance and estate planning.
• Conduct regular reviews with clients to track progress and adjust strategies.

Skills

Client facing

Interpersonal skills

Sales skills

Investment knowledge

Education

CFP certification

Job description

About the Role

Our client is looking for a client-focused and proactive Financial Advisor to join their growing practice in Richards Bay . This role involves providing personalized financial planning services, investment advice, and wealth management solutions to individuals and families. You will build long-term relationships based on trust and expertise, helping clients achieve their financial goals. This position offers a hybrid work arrangement, allowing for flexibility while maintaining strong client engagement within the Richards Bay community and surrounding areas.

Key Responsibilities

• Develop and implement comprehensive financial plans tailored to individual client needs and goals.
• Provide expert advice on investments, retirement planning, insurance, and estate planning.
• Conduct regular reviews with clients to track progress and adjust strategies as needed.
• Identify and prospect for new clients through networking and referrals.
• Stay current with market trends, financial products, and regulatory changes.
• Maintain accurate client records and ensure compliance with all relevant regulations.

Requirements

• Relevant qualifications and certifications in financial planning (e.g., CFP).
• Minimum of 3 years of experience as a Financial Advisor or in a similar client-facing financial role.
• Proven track record of building and managing a client portfolio.
• Strong knowledge of financial products, investment strategies, and market dynamics.
• Excellent interpersonal, communication, and sales skills.

Benefits

• Competitive base salary with attractive commission structure.
• Hybrid work model combining office-based and remote work.
• Comprehensive medical and retirement benefits.
• Extensive training and support for professional development.
• Opportunity to make a significant impact on clients' financial well-being in Richards Bay .