Financial Advisor

Placements24; Paarl; Hybrid; ZAR 480,000 - 720,000; Full time

Benefits offered by this job

Commissions & bonuses

Health insurance

Retirement plan

Professional development

Supportive team in Paarl

Job summary

Placements24 is seeking a dedicated Financial Advisor to join their established Paarl practice. You will develop personalized financial plans for individuals and families, guiding them toward short- and long-term goals with expert advice on investments, retirement, insurance, and estate planning.

The role emphasizes building trusted relationships, explaining complex financial concepts clearly, and maintaining high ethical standards.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or a related field.
• CFP or FAIS license.
• Proven experience as Financial Advisor or in a similar client-facing financial role.
• Strong knowledge of financial planning, investment products, and market dynamics.
• Excellent communication, interpersonal, and presentation skills.
• Ability to understand and explain complex financial information clearly.
• Client-centric approach with a strong commitment to ethical conduct.

Responsibilities

• Assess clients' financial status, including income, expenses, assets, and liabilities.
• Develop customized financial plans and investment strategies tailored to client objectives.
• Recommend appropriate financial products such as mutual funds, annuities, insurance, and stocks.
• Educate clients on financial concepts and investment options.
• Monitor clients' financial portfolios and adjust as needed based on market performance and life changes.
• Build and maintain strong client relationships through regular communication and reviews.
• Ensure compliance with all relevant financial regulations and ethical standards.

Skills

Financial planning

Client communication

Interpersonal skills

Presentation skills

Regulatory knowledge

Education

Bachelor's degree in Finance, Economics, Business, or related field

Job description

About the Role

Our client is seeking a dedicated and client-focused Financial Advisor to join their established practice in Paarl . You will be responsible for developing personalized financial plans for individuals and families, helping them achieve their short-term and long-term financial goals. This role requires building trusted relationships, understanding clients' financial situations, and providing expert advice on investments, retirement planning, insurance, and estate planning within the Banking & Finance sector.

Key Responsibilities

• Assess clients' financial status, including income, expenses, assets, and liabilities.
• Develop customized financial plans and investment strategies tailored to client objectives.
• Recommend appropriate financial products such as mutual funds, annuities, insurance, and stocks.
• Educate clients on financial concepts and investment options.
• Monitor clients' financial portfolios and make adjustments as needed based on market performance and life changes.
• Build and maintain strong, long-lasting client relationships through regular communication and reviews.
• Ensure compliance with all relevant financial regulations and ethical standards.

Requirements

• Bachelor's degree in Finance, Economics, Business, or a related field.
• Relevant professional qualifications and licenses (e.g., CFP, FAIS license).
• Proven experience as a Financial Advisor or in a similar client-facing financial role.
• Strong knowledge of financial planning principles, investment products, and market dynamics.
• Excellent communication, interpersonal, and presentation skills.
• Ability to understand and explain complex financial information clearly.
• Client-centric approach with a strong commitment to ethical conduct.

Benefits

• Competitive salary with performance-based commissions and bonuses.
• Comprehensive health, life, and disability insurance.
• Retirement savings plan.
• Ongoing professional development and training opportunities.
• Supportive team environment and administrative assistance in Paarl .
• Opportunity to make a meaningful impact on clients' financial well-being.