Financial Advisor

Placements24; Sandton; Hybrid; ZAR 300,000 - 600,000; Full time

Benefits offered by this job

Competitive salary & commission

Health insurance

Retirement plan

Training & development

Hybrid work model

Job summary

Placements24 in Sandton is seeking a client-centric Financial Advisor to join our prestige wealth management team. You will develop personalized financial plans, offer investment guidance, and nurture long-term client relationships to help achieve goals.

The role requires deep knowledge of markets, products, and regulatory requirements, with excellent communication and interpersonal skills. Hybrid work in Sandton and ongoing professional development support ambitious advisory careers.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or related field.
• CFP or FAIS license or equivalent qualification.
• Proven experience in a Financial Advisor or client-facing financial role.
• Strong knowledge of investment vehicles and market dynamics.
• Excellent communication, interpersonal and analytical skills.

Responsibilities

• Assess clients' financial situations and goals through consultations.
• Develop and present tailored financial plans (investments, retirement, estate).
• Recommend appropriate financial products and services (mutual funds, stocks, bonds, insurance).
• Monitor portfolios and adjust based on market conditions and client objectives.
• Ensure compliance with financial regulations and ethical standards.
• Build long-lasting client relationships.

Skills

Client relationship management

Financial planning

Investment knowledge

Regulatory compliance

Communication

Education

Bachelor's degree in Finance/Economics/Business

CFP/FAIS license

Job description

About the Role

Our client is seeking a client-centric and knowledgeable Financial Advisor to join their prestigious wealth management team in Sandton . You will be responsible for developing personalized financial plans, offering investment advice, and building long-term relationships with clients to help them achieve their financial goals. This role requires a deep understanding of financial markets, investment products, and regulatory requirements, combined with excellent communication and interpersonal skills. This is a fantastic opportunity to build a successful advisory career in a prime financial district, supported by robust resources and a collaborative culture.

Key Responsibilities

• Assess clients' financial situations, needs, and goals through comprehensive consultations.
• Develop and present tailored financial plans, including investment, retirement, and estate planning strategies.
• Recommend appropriate financial products and services, such as mutual funds, stocks, bonds, and insurance.
• Monitor clients' portfolios and make adjustments as necessary based on market conditions and client objectives.
• Ensure compliance with all relevant financial regulations and ethical standards.
• Build and nurture strong, long-lasting client relationships.

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 investment vehicles, financial planning principles, and market dynamics.
• Excellent communication, interpersonal, and analytical skills.

Benefits

• Competitive salary and performance-based commission structure.
• Comprehensive health, life, and disability insurance.
• Retirement savings plan.
• Ongoing training and professional development opportunities.
• Hybrid work model providing flexibility within the Sandton area.