Financial Advisor

Placements24; Vereeniging; Hybrid; ZAR 360,000 - 600,000; Full time

Benefits offered by this job

Competitive salary with commission

Medical aid

Pension fund

Training and development

Opportunity to build own client base

Supportive team in Gauteng

Job summary

Placements24 seeks a dedicated Financial Advisor in Vereeniging to provide personalized financial planning and investment advice. The role focuses on wealth management, retirement planning, and building long-term client trust while delivering tailored solutions.

You will cultivate relationships, educate clients, and offer ongoing support in a vibrant Gauteng environment. The ideal candidate holds a relevant degree, professional certifications, and proven advisory experience.

Qualifications

• Bachelor's degree in Finance, Economics, Business or related field.
• CFP or RE5 certifications are highly desirable.
• Proven experience as a Financial Advisor or client-facing financial planning role.

Responsibilities

• Assess clients' financial situations to understand needs and goals.
• Develop financial plans including retirement, investments, insurance, and estate planning.
• Recommend suitable investment products based on risk tolerance and objectives.
• Monitor portfolios and adjust as market conditions change.
• Educate clients on financial concepts and strategies.
• Maintain relationships and provide ongoing support and advice.

Skills

Excellent communication

Interpersonal skills

Sales skills

Education

Bachelor's degree in Finance, Economics, or Business

CFP certification

RE5 certification

Job description

About the Role

Our client, a trusted name in the Banking & Finance industry, is seeking a dedicated and client-focused Financial Advisor to join their growing team in Vereeniging . This role centers on providing personalized financial planning and investment advice to individuals and families, helping them achieve their long-term financial goals. You will build lasting relationships based on trust and expertise, offering tailored solutions for wealth management, retirement planning, and investment strategies. This is an excellent opportunity to build a rewarding career in financial services within the vibrant Gauteng province.

Key Responsibilities

• Assess clients' financial situations, including income, expenses, and existing investments, to understand their needs and goals.
• Develop comprehensive financial plans encompassing retirement planning, investment strategies, insurance, and estate planning.
• Recommend suitable investment products and services based on client risk tolerance and objectives.
• Monitor clients' investment portfolios and make adjustments as necessary to align with market conditions and financial goals.
• Educate clients on financial concepts and investment strategies.
• Maintain client relationships and provide ongoing support and advice.

Requirements

• Bachelor's degree in Finance, Economics, Business, or a related field.
• Relevant industry certifications (e.g., CFP, RE5) are highly desirable.
• Proven experience as a Financial Advisor or in a client-facing financial planning role.
• Strong knowledge of financial markets, investment products, and retirement planning strategies.
• Excellent communication, interpersonal, and sales skills.
• Ability to build rapport and establish long-term client trust.

Benefits

• Competitive salary with an attractive commission structure.
• Comprehensive benefits package including medical aid and pension fund.
• Ongoing training and professional development support.
• Opportunity to build and manage your own client base in Vereeniging.
• A supportive team environment focused on client success in the Gauteng region.