Financial Advisor

Placements24; Polokwane; On-site; ZAR 300,000 - 520,000; Full time

Benefits offered by this job

Competitive base salary

Commission and bonus structures

Comprehensive medical benefits

Retirement benefits

Extensive training and development

Job summary

Placements24 is seeking a dynamic Financial Advisor for our expanding practice in Polokwane. You will provide expert financial planning advice to individuals and families, build a client portfolio, and recommend investment, insurance, and retirement solutions.

The role involves conducting needs analyses, presenting strategies, and developing long-term client relationships while staying current with market trends and regulatory changes.

Qualifications

• Bachelor's degree or equivalent in Finance, Economics, Business, or related field.
• Proven experience as a Financial Advisor or in a client-facing financial planning role.
• Relevant licenses/certifications (e.g., RE5, NQF Level 5).

Responsibilities

• Conduct comprehensive financial needs analyses for clients and assess risk tolerance, finances and goals.
• Develop personalized financial plans covering investments, retirement planning, risk management, and estate planning.
• Present and explain financial strategies and product recommendations clearly to clients.
• Build and maintain long-term relationships with a diverse client base.
• Stay updated with market trends, economic conditions, and new financial products and regulations.
• Collaborate with other professionals to provide holistic client solutions.

Skills

Communication skills

Interpersonal skills

Presentation skills

Education

Degree in Finance/Economics/Business

Job description

About the Role

Our client is seeking a dynamic and client-focused Financial Advisor to join their expanding practice in Polokwane . This role involves providing expert financial planning advice to individuals and families, helping them achieve their long-term financial goals through personalized strategies. You will build and manage a client portfolio, conduct needs analyses, and recommend appropriate investment, insurance, and retirement solutions. This is an excellent opportunity for a motivated professional to build a successful career in financial planning within a reputable firm dedicated to client success.

Key Responsibilities

• Conduct comprehensive financial needs analyses for clients, assessing their risk tolerance, financial situation, and objectives.
• Develop personalized financial plans covering investment, retirement planning, risk management (insurance), and estate planning.
• Present and explain financial strategies and product recommendations clearly to clients.
• Build and maintain strong, long-term relationships with a diverse client base.
• Stay current with market trends, economic conditions, and new financial products and regulations.
• Collaborate with other professionals (e.g., accountants, lawyers) to provide holistic client solutions.

Requirements

• Relevant degree in Finance, Economics, Business, or a related field.
• Proven experience as a Financial Advisor or in a similar client-facing financial planning role.
• Relevant industry certifications and licenses (e.g., RE5, NQF Level 5 in relevant fields).
• Strong understanding of investment products, insurance, retirement planning, and estate planning principles.
• Excellent communication, interpersonal, and presentation skills.
• Demonstrated ability to build rapport and trust with clients.

Benefits

• Competitive base salary with attractive commission and bonus structures.
• Comprehensive medical and retirement benefits.
• Extensive training and ongoing professional development support.
• Opportunities for career progression and specialization.
• A supportive team culture in a thriving Polokwane office.