Financial Advisor

Placements24; Soweto; On-site; ZAR 300,000 - 540,000; Full time

Benefits offered by this job

Competitive pay & commission

Health insurance

Retirement plan

Training & development

Career growth

Collaborative office in Soweto

Job summary

Placements24 is seeking a client-focused Financial Advisor to join its Soweto-based team. The role delivers comprehensive financial planning and investment guidance to individuals and families, helping them reach long-term goals through personalized wealth strategies and ongoing service.

You will build trust, assess client needs, stay informed on market trends, and ensure regulatory compliance while delivering career development and a supportive office environment in the heart of Soweto.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or related field.
• CFP or NQF Level 4 certifications desirable.
• Proven experience in financial planning and investment advisory services.
• Strong understanding of investment products, retirement plans, and insurance.
• Excellent communication and client relationship skills.

Responsibilities

• Conduct in-depth financial needs analyses for clients, assessing their goals, risk tolerance, and current financial situation.
• Develop and present personalized financial plans, including investment strategies, retirement planning, and insurance recommendations.
• Build and maintain strong, long‑term relationships with clients through regular communication and personalized service.
• Monitor client portfolios and make adjustments as needed based on market conditions and client objectives.
• Stay informed about market trends, investment products, and financial planning regulations.
• Ensure compliance with all regulatory requirements and company policies.

Skills

Financial planning

Investment advisory

Communication skills

Relationship management

Education

Bachelor's degree in Finance/Economics/Business

Job description

About the Role

Our client is seeking a client-focused and knowledgeable Financial Advisor to join their established team in Soweto. This role involves providing comprehensive financial planning and investment advice to individuals and families, helping them achieve their long‑term financial goals. You will build trusted relationships, assess client needs, and develop personalized strategies for wealth management, retirement planning, and investment growth. This is a rewarding opportunity for a dedicated advisor to make a significant difference in clients' financial lives, working within a supportive office environment in the heart of Soweto, and contributing to the firm's reputation for trusted financial guidance.

Key Responsibilities

• Conduct in-depth financial needs analyses for clients, assessing their goals, risk tolerance, and current financial situation.
• Develop and present personalized financial plans, including investment strategies, retirement planning, and insurance recommendations.
• Build and maintain strong, long‑term relationships with clients through regular communication and personalized service.
• Monitor client portfolios and make adjustments as needed based on market conditions and client objectives.
• Stay informed about market trends, investment products, and financial planning regulations.
• Ensure compliance with all regulatory requirements and company policies.

Requirements

• Bachelor's degree in Finance, Economics, Business, or a related field.
• Relevant financial planning certifications (e.g., CFP, NQF Level 4) are highly desirable.
• Proven experience in financial planning and investment advisory services.
• Strong understanding of investment products, retirement plans, and insurance.
• Excellent communication, interpersonal, and client relationship management skills.

Benefits

• Competitive base salary with an attractive commission and bonus structure.
• Comprehensive health insurance and retirement savings plan.
• Ongoing training and professional development support.
• Opportunities for career advancement within the organization.
• A professional and collaborative office environment in Soweto.