Financial Advisor

Placements24; Richards Bay; On-site; ZAR 350,000 - 600,000; Full time

Benefits offered by this job

Competitive commission structure

Comprehensive support services (market

Access to a wide range of financial产品

Ongoing training and professional dev.

Build your own client book

Job summary

Placements24 is seeking a dedicated Financial Advisor to establish and grow a practice in Richards Bay. You will understand clients' goals and provide personalized advice across investments, retirement planning and insurance to help achieve financial security.

The role emphasizes building trust, long-term client relationships, and compliant, client-centric solutions in a regulatory environment. A results-driven individual will thrive in this client-focused position.

Qualifications

• Requires RE5/FAIS accreditation and relevant licenses.
• Proven experience in financial planning or wealth management.
• Strong knowledge of investment products, retirement planning, and insurance solutions.
• Excellent communication, interpersonal, and presentation skills.
• Demonstrated ability to build and maintain client relationships and generate new business.

Responsibilities

• Conduct comprehensive financial needs analyses for clients, assessing goals, risk tolerance and financial situation.
• Develop and present tailored financial plans, including investments, retirement projections and insurance recommendations.
• Educate clients on financial products and services to enable informed decisions.
• Continuously monitor portfolios and market conditions, making adjustments as necessary.
• Build a strong client base through networking, referrals and proactive business development.
• Adhere to regulatory requirements and ethical standards of the financial services industry.

Skills

Communication skills

Interpersonal skills

Presentation skills

Client relationships

Business development

Education

RE5 certificate

FAIS accreditation

Job description

About the Role

Our client is seeking a dedicated and client-focused Financial Advisor to establish and grow their practice in Richards Bay . This role is centered around understanding clients' financial goals and providing personalized advice and solutions across investments, retirement planning, and insurance. You will build trust and long-term relationships with individuals and families, guiding them toward achieving financial security and prosperity. This position is ideal for a results-oriented individual with a passion for helping others manage their wealth effectively.

Key Responsibilities

• Conduct comprehensive financial needs analyses for clients, assessing their goals, risk tolerance, and financial situation.
• Develop and present tailored financial plans, including investment strategies, retirement projections, and insurance recommendations.
• Educate clients on financial products and services, ensuring they make informed decisions.
• Continuously monitor clients' portfolios and market conditions, making adjustments as necessary.
• Build a strong client base through networking, referrals, and proactive business development.
• Adhere to all regulatory requirements and ethical standards of the financial services industry.

Requirements

• Relevant qualifications and licenses to practice as a Financial Advisor (e.g., RE5, FAIS accreditation).
• Proven experience in financial planning or wealth management.
• Strong knowledge of investment products, retirement planning, and insurance solutions.
• Excellent communication, interpersonal, and presentation skills.
• Demonstrated ability to build and maintain client relationships and generate new business.

Benefits

• Competitive commission structure and earning potential.
• Comprehensive support services, including research and administrative assistance.
• Access to a wide range of financial products and platforms.
• Ongoing training and professional development opportunities.
• Opportunity to build your own client book and business.