Financial Advisor

Placements24; Randburg; Hybrid; ZAR 350,000 - 700,000; Full time

Benefits offered by this job

Competitive commission structure witha

Uncapped earning potential

Comprehensive training and development

Hybrid working model

Job summary

Placements24 is seeking a client-focused Financial Advisor to join our Randburg team. You will build long-term relationships, provide tailored financial plans, and advise on investments, retirement, and risk management. Strong communication and ethical standards are essential.

You will develop plans, educate clients on products, and stay informed about market trends to deliver comprehensive financial guidance. This role offers flexible hybrid working in Gauteng.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration or related field.
• CFP or NQF Level 5 certifications preferred.
• Proven track record in financial advisory or related sales role.
• Strong knowledge of financial planning, investments, retirement and insurance.

Responsibilities

• Develop and implement comprehensive financial plans for clients.
• Build and maintain strong client relationships.
• Conduct needs analysis to identify objectives and risk tolerance.
• Educate clients on investments, insurance, and retirement solutions.
• Stay updated on market trends and new financial products.
• Analyze portfolios and adjust strategies to meet goals.
• Ensure regulatory compliance and company policies.
• Generate new business through prospecting and referrals.
• Collaborate with internal specialists to provide holistic solutions.
• Maintain accurate client records and documentation.

Skills

Financial planning

Client relationship management

Communication skills

Interpersonal skills

Independent work

Education

Bachelor's degree in Finance/Economics/Business Administration

CFP or NQF Level 5 certification preferred

Tools

CRM systems

Financial planning software

Job description

About the Role

Our client, a prominent financial advisory firm, is seeking an enthusiastic and client-focused Financial Advisor to join their team in Randburg, Gauteng. This role is ideal for individuals passionate about helping clients achieve their financial goals through personalized planning and investment strategies. You will be responsible for building and managing client relationships, providing expert financial advice, and developing tailored financial plans. The successful candidate will possess excellent communication skills, a strong understanding of financial products, and a commitment to ethical conduct within the banking and finance sector. Join our team in Randburg and build a rewarding career by empowering individuals and families towards financial security.

Key Responsibilities

• Develop and implement comprehensive financial plans for clients, including retirement planning, investment strategies, and risk management.
• Build and maintain strong, long-lasting client relationships based on trust and understanding.
• Conduct thorough needs analysis to identify clients' financial objectives and risk tolerance.
• Educate clients on various financial products and services, including investments, insurance, and retirement solutions.
• Stay updated on market trends, economic conditions, and new financial products to provide informed advice.
• Analyze client portfolios and recommend adjustments to optimize performance and align with goals.
• Ensure compliance with all regulatory requirements and company policies.
• Generate new business through prospecting, networking, and referrals.
• Collaborate with internal specialists to provide holistic financial solutions.
• Maintain accurate client records and documentation.
• Achieve and exceed sales targets and client satisfaction metrics.

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Relevant professional certifications (e.g., CFP, NQF Level 5) are highly preferred.
• Proven track record of success in financial advisory or a related sales role within the financial services industry.
• Strong knowledge of financial planning principles, investment products, retirement planning, and insurance.
• Excellent communication, presentation, and interpersonal skills.
• Ability to build rapport and trust with clients from diverse backgrounds.
• High level of integrity, ethical conduct, and professionalism.
• Self-motivated, results-oriented, and able to work independently.
• Proficiency in financial planning software and CRM systems.
• Understanding of the financial landscape in Gauteng.
• Must be based in or willing to relocate to Randburg, Gauteng.

Benefits

• Competitive commission structure with a retainer/base salary option.
• Uncapped earning potential.
• Comprehensive training and ongoing professional development.
• Supportive team environment and mentorship.
• Opportunity to build your own client base and business.
• Access to a wide range of financial products and services.
• Career advancement opportunities within a leading firm.
• Medical aid and retirement fund contributions.
• Hybrid working model providing flexibility.