Financial Advisor

Placements24; Richards Bay; Hybrid; ZAR 360,000 - 600,000; Full time

Benefits offered by this job

Commission-based incentive

Hybrid work model

Comprehensive medical benefits

Retirement benefits

Professional development support

Impact on clients' financial well‑be‑

Job summary

Placements24 is seeking a client-focused Financial Advisor to join the Richards Bay practice. You will provide personalized financial planning, investment guidance and wealth management solutions to individuals and families, building long-term relationships based on trust and expertise.

This hybrid role requires CFP or equivalent credentials and a minimum of 3 years’ experience in a client-facing financial role, with strong knowledge of products, markets and regulatory changes.

Qualifications

• 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.

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.

Skills

Interpersonal skills

Communication skills

Sales skills

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 .