Financial Advisor

Placements24; Noord-Kaap; Hybrid; ZAR 300,000 - 600,000; Full time

Benefits offered by this job

Hybrid work model

Medical aid

Retirement contributions

Training & development

Job summary

Placements24 is seeking a client-focused Financial Advisor in Kimberley. The role blends in-office client meetings with team collaboration and remote work flexibility.

You will tailor financial plans, suggest investment and insurance products, and build long-term client relationships. Ideal candidates have a Bachelor's degree in finance or related fields, CFP/RE licenses, 3+ years in a client-facing advisory role, and strong communication and sales skills.

Qualifications

• Bachelor's degree in finance, business, or economics.
• CFP, RE 1, RE 5 licenses or equivalent preferred.
• Minimum 3 years as a Financial Advisor or similar client-facing role.
• Proven ability to generate new business and manage a client portfolio.
• Excellent communication and sales skills.
• Strong knowledge of investments and financial planning regulations.

Responsibilities

• Meet with clients to understand financial situations, goals, and risk tolerance.
• Develop comprehensive financial plans covering investments, retirement, insurance, and estate planning.
• Recommend and implement suitable financial products and strategies.
• Build and maintain long-term relationships with a diverse client base.
• Stay current with market trends, products, and regulatory changes.
• Achieve sales targets and contribute to business development.

Skills

Communication

Interpersonal

Sales

Client facing

Regulations

Education

Bachelor's degree in Finance/Business/Economics

Job description

Our client is seeking a client-focused and results-driven Financial Advisor to join their team in Kimberley. This hybrid role blends in-office client meetings and team collaboration with the flexibility of remote work. You will be responsible for understanding clients' financial goals, developing personalized financial plans, and recommending suitable investment and insurance products. This is a fantastic opportunity for an individual passionate about helping others achieve financial security and grow their wealth, working within a supportive and professional financial services environment.

Key Responsibilities

• Meet with clients to understand their financial situations, goals, and risk tolerance.
• Develop comprehensive financial plans covering investments, retirement planning, insurance, and estate planning.
• Recommend and implement appropriate financial products and strategies tailored to client needs.
• Build and maintain strong, long-term relationships with a diverse client base.
• Stay current with market trends, financial products, and regulatory changes.
• Achieve sales targets and business development goals for client acquisition and retention.

Requirements

• Bachelor's degree in Finance, Business, Economics, or a related field.
• Relevant professional qualifications and licenses (e.g., CFP, RE 1, RE 5).
• Minimum of 3 years of experience as a Financial Advisor or in a similar client-facing financial role.
• Proven ability to generate new business and manage a client portfolio.
• Excellent communication, interpersonal, and sales skills.
• Strong knowledge of investment products, financial planning strategies, and relevant regulations.

Benefits

• Competitive base salary plus uncapped commission and performance bonuses.
• Hybrid work model providing flexibility and work-life balance.
• Comprehensive benefits package, including medical aid and retirement contributions.
• Extensive training and ongoing professional development support.
• Career advancement opportunities within a reputable financial institution.