Financial Advisor

Placements24; Upington; Hybrid; ZAR 360,000 - 480,000; Full time

Benefits offered by this job

Competitive commission

Medical and retirement benefits

Professional development

Supportive team environment

Growth opportunities

Job summary

Placements24 seeks a client-centric Financial Advisor to deliver personalized financial planning services to individuals and families. You will assess goals, develop strategies across investments, retirement, insurance, and estate planning, and help clients secure financial security.

Responsibilities include analyzing client needs, presenting plans, and maintaining long-term relationships built on trust and expertise.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or related field.
• RE5, CFP, and NQF Level 4/5 licenses preferred/required.
• Proven experience in financial planning and advisory services.

Responsibilities

• Conduct comprehensive financial needs analyses for individual clients.
• Develop and present personalized financial plans covering investments, retirement, insurance, and tax strategies.
• Recommend and implement appropriate financial products and solutions to meet client goals.
• Build and maintain strong, long-term relationships with a diverse client base.
• Stay current with market trends, financial products, and regulatory changes affecting clients.
• Provide ongoing advice and support to clients to adapt their plans as circumstances change.

Skills

Client-focused

Communication skills

Interpersonal skills

Relationship building

Education

Bachelor's degree in Finance, Economics, Business, or a related field

RE5

CFP

NQF Level 4/5

Job description

About the Role

Our client is seeking a client-centric and knowledgeable Financial Advisor to provide personalized financial planning services to individuals and families in Mahikeng . You will be responsible for understanding clients' financial goals, developing tailored strategies for investments, retirement planning, insurance, and estate planning, and helping them achieve financial security. Building and maintaining long-term client relationships based on trust and expert advice is paramount. The ideal candidate is passionate about helping others achieve their financial aspirations and possesses strong communication and interpersonal skills. This role offers the opportunity to build a successful practice within a supportive financial services group.

Key Responsibilities

• Conduct comprehensive financial needs analyses for individual clients.
• Develop and present personalized financial plans covering investments, retirement, insurance, and tax strategies.
• Recommend and implement appropriate financial products and solutions to meet client goals.
• Build and maintain strong, long-term relationships with a diverse client base.
• Stay current with market trends, financial products, and regulatory changes affecting clients.
• Provide ongoing advice and support to clients to adapt their plans as circumstances change.

Requirements

• Bachelor's degree in Finance, Economics, Business, or a related field.
• Relevant professional qualifications and licenses (e.g., RE5, CFP, NQF Level 4/5).
• Proven experience in financial planning and advisory services.
• Strong knowledge of investment vehicles, insurance products, and retirement planning strategies.
• Excellent communication, presentation, and interpersonal skills.
• Ability to build rapport and trust with clients.

Benefits

• Competitive commission structure and potential for performance bonuses.
• Comprehensive benefits package including medical and retirement provisions.
• Access to cutting-edge financial planning tools and resources.
• Ongoing professional development and training opportunities.
• A supportive and collaborative team environment with opportunities for growth.