Financial Advisor

Placements24; Upington; Hybrid; ZAR 350,000 - 750,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Paid time off

Remote work

Job summary

Placements24 is seeking a motivated Financial Advisor to join a growing remote team in South Africa. You will deliver comprehensive financial planning, investment advice, and wealth management to individuals and families, helping them reach long-term goals.

You will conduct portfolio reviews, propose retirement and estate strategies, and stay informed on market trends while maintaining strong client relationships.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or related field.
• CFP/CFA certifications are highly preferred.
• Proven experience as a Financial Advisor or wealth management role.
• Strong knowledge of investment products and planning principles.

Responsibilities

• Develop personalized financial plans for clients based on goals and risk tolerance.
• Recommend and implement investment strategies and asset allocation.
• Provide advice on retirement planning, education savings, insurance, and estate planning.
• Conduct regular reviews of client portfolios and financial plans.
• Stay current with market trends and new financial products and regulations.
• Build and maintain strong relationships with clients as primary contact.

Skills

Financial planning

Investment advisory

Client relationship management

Sales

Regulatory knowledge

Analytical skills

Education

Bachelor's degree in Finance/Economics/Business

Tools

CRM systems

Financial planning software

Job description

About the Role

Our client, a leading independent wealth management firm within the Banking & Finance sector, is seeking a motivated and client-centric Financial Advisor to join their expanding remote team. This role is dedicated to providing comprehensive financial planning services, investment advice, and wealth management solutions to individuals and families. The ideal candidate will possess strong analytical skills, a deep understanding of investment products, and exceptional interpersonal abilities to build trust and lasting relationships. You will play a key role in helping clients achieve their long-term financial goals, including retirement planning, investment growth, and estate planning, all from a remote location. This position offers flexibility and significant earning potential.

Key Responsibilities

• Develop personalized financial plans for clients based on their goals, risk tolerance, and financial situation.
• Recommend and implement investment strategies, including portfolio construction and asset allocation.
• Provide advice on retirement planning, education savings, insurance, and estate planning.
• Conduct regular reviews of client portfolios and financial plans, making adjustments as necessary.
• Stay current with market trends, economic developments, and new financial products and regulations.
• Build and maintain strong relationships with clients, acting as their primary point of contact for all financial matters.
• Prospect for new clients through networking, referrals, and marketing initiatives.
• Ensure compliance with all regulatory requirements and company policies.
• Effectively communicate complex financial concepts in a clear and understandable manner.

Requirements

• A Bachelor's degree in Finance, Economics, Business, or a related field.
• Relevant professional certifications (e.g., CFP, CFA) are highly preferred.
• Proven experience as a Financial Advisor or in a similar wealth management role.
• Strong knowledge of investment products, financial planning principles, and market dynamics.
• Excellent client relationship management and sales skills.
• Proficiency in financial planning software and CRM systems.
• Strong analytical and problem-solving abilities.
• Excellent verbal and written communication skills.
• Ability to work independently and manage time effectively in a remote setting.
• Must hold relevant licenses (e.g., FAIS).

Benefits

Our client offers a competitive compensation package, including a base salary and a highly attractive commission structure based on performance. Benefits include comprehensive health insurance, a retirement savings plan, and paid time off. This role provides complete remote flexibility, allowing you to work from any location. Significant opportunities for ongoing training, professional development, and career advancement are provided. Join a reputable firm that values client success and provides the tools and support for advisors to thrive in the dynamic financial advisory landscape.