Financial Advisor (Client Advisory)

Placements24; Benoni; Hybrid; ZAR 480,000 - 800,000; Full time

Benefits offered by this job

Hybrid work model

Medial aid

Retirement fund

Training and development

Career advancement

Job summary

Placements24 is seeking a dedicated Financial Advisor for a hybrid role in Benoni, Gauteng. You will provide comprehensive financial advice, building long-term client relationships across investments, retirement, insurance, and wealth management. The role blends in-office client interactions with remote collaboration.

The ideal candidate has 3–5 years in financial advisory, a Finance/Economics degree, and strong interpersonal skills. CFP is advantageous, with FSCA registration preferred.

Qualifications

• 3–5 years of experience as a Financial Advisor or similar client-facing financial role.
• Relevant tertiary qualification in Finance, Economics, or related field.
• CFP certification is advantageous.
• Registered with FSCA or relevant regulatory body.

Responsibilities

• Assess clients' financial situations, needs and goals through in-depth consultations.
• Develop personalized financial plans covering investments, retirement, insurance, and estate planning.
• Recommend and present suitable financial products and strategies to clients.
• Build and maintain long-lasting client relationships and monitor progress of plans.
• Stay updated on markets, trends and new financial products; ensure regulatory compliance.

Skills

Client relations

Financial planning

Sales

Communication

Education

Finance/Economics degree

Tools

CRM systems

Financial planning software

Job description

About the Role

Our client, a respected financial planning firm, is looking for a dedicated Financial Advisor to join their team in Benoni, Gauteng . This hybrid role offers the best of both worlds, combining essential in-office client interactions and team collaboration with the flexibility of remote work. You will be responsible for providing comprehensive financial advice and solutions to a diverse client base, helping them achieve their financial goals. This position demands excellent interpersonal skills, a strong understanding of financial products, and a client-centric approach. You will build and maintain long-term relationships with clients, offering guidance on investments, retirement planning, insurance, and wealth management. The ideal candidate is passionate about financial well-being and driven by client success. This role is crucial for expanding our client's reach and impact within the Gauteng region.

Key Responsibilities

• Assess clients' financial situations, needs, and goals through in-depth consultations.
• Develop personalized financial plans encompassing investments, retirement, insurance, and estate planning.
• Recommend and present suitable financial products and strategies to clients.
• Build and maintain strong, long-lasting client relationships.
• Monitor clients' financial progress and provide ongoing advice and adjustments to their plans.
• Stay updated on financial markets, economic trends, and new financial products.
• Ensure compliance with all regulatory requirements and ethical standards.
• Generate new business through client referrals and networking.
• Collaborate with internal support teams to ensure seamless client service.
• Maintain accurate client records and documentation.

Requirements

• Relevant tertiary qualification in Finance, Economics, or a related field.
• Professional certifications such as CFP (Certified Financial Planner) are highly advantageous.
• Minimum of 3-5 years of experience as a Financial Advisor or in a similar client-facing financial role.
• Proven track record of building and managing a client portfolio.
• In-depth knowledge of investment products, insurance, retirement planning, and wealth management strategies.
• Excellent communication, listening, and interpersonal skills.
• Strong sales and negotiation abilities.
• Client-focused mindset with a commitment to ethical conduct.
• Ability to work effectively in a hybrid environment.
• Proficiency in financial planning software and CRM systems.
• Registered with relevant regulatory bodies (e.g., FSCA).

Benefits

• Competitive annual salary of R , plus attractive commission structures.
• Hybrid work model providing flexibility.
• Comprehensive training and development programs.
• Opportunities for career advancement.
• Supportive team environment and mentorship.
• Medical aid and retirement fund benefits.
• Generous leave allowance.
• Client base development support.
• Professional growth opportunities within the financial advisory field.
• A role that makes a tangible difference in clients' lives.