Financial Advisor - Investment & Insurance Products

Placements24; Centurion; Hybrid; ZAR 300,000 - 700,000; Full time

Benefits offered by this job

Uncapped commission

Medical aid

Retirement savings plan

Training and development

Bonuses

Generous leave

Hybrid work arrangement

Career progression

Industry workshops

Job summary

Placements24 in Centurion, Gauteng, is seeking a motivated Financial Advisor to deliver comprehensive financial planning services to a diverse client base.

You will assess goals, risk, and life circumstances to craft tailored strategies, focusing on investments and insurance. This client-facing role emphasizes relationship building, regulatory compliance, and ongoing service.

Qualifications

• Relevant tertiary qualification in Finance, Economics, or related field.
• CFP or RE5 qualifications are highly desirable.
• Minimum of 3 years' experience in financial planning, investment advisory, or insurance sales.
• Proven track record of meeting and exceeding sales and client satisfaction targets.
• Excellent understanding of investment vehicles, financial markets, and various insurance products.
• Strong interpersonal, communication, and presentation skills.
• Proficiency in financial planning software and CRM systems.
• Ability to build rapport and trust with clients from diverse backgrounds.
• High ethical standards and commitment to acting in the client's best interest.
• Resilience and a proactive, goal-oriented mindset.
• Must be willing to travel within the Gauteng province for client meetings.

Responsibilities

• Conduct thorough financial needs analyses for clients, assessing their current financial situation, goals, and risk appetite.
• Develop and present personalized financial plans, incorporating investment strategies, retirement planning, and insurance solutions.
• Educate clients on various investment products, insurance policies, and financial planning concepts.
• Provide ongoing advice and support to clients, reviewing and adjusting their financial plans as their circumstances change.
• Identify opportunities to cross-sell and upsell relevant financial products and services.
• Maintain accurate client records and ensure compliance with all regulatory requirements and company policies.
• Build and nurture a strong client base through proactive networking and referrals.
• Stay abreast of market trends, economic developments, and changes in financial regulations.
• Collaborate with other financial professionals and specialists to provide holistic client solutions.
• Achieve and exceed sales targets and performance metrics related to client acquisition and portfolio growth.

Skills

Analytical skills

Client-focused

Communication

CRM software proficiency

Financial markets knowledge

Education

Bachelor's degree in Finance or related field

CFP Certification

RE5 Certification

Tools

CRM software

Financial planning software

Job description

About the Role

Our client, a prestigious financial services firm, is seeking a motivated and client-focused Financial Advisor to join their expanding practice in Centurion, Gauteng . This role involves providing comprehensive financial planning services, including investment advice and insurance solutions, to a diverse clientele. You will be responsible for understanding clients' financial goals, risk tolerance, and life circumstances to develop tailored strategies that promote wealth creation and financial security. The ideal candidate possesses strong analytical skills, a passion for client success, and a deep understanding of financial markets and insurance products. This is a client-facing role where building trust and long-term relationships is paramount.

You will operate within a supportive framework designed for success, with access to excellent resources and ongoing professional development. We pride ourselves on a client-centric approach, ensuring that our advisors are equipped to offer the best possible guidance. This opportunity in Centurion offers a chance to significantly impact clients' financial well‑being while building a rewarding career in a thriving sector of the economy within Gauteng . We encourage proactivity and innovation in client service and advisory strategies.

Key Responsibilities

• Conduct thorough financial needs analyses for clients, assessing their current financial situation, goals, and risk appetite.
• Develop and present personalized financial plans, incorporating investment strategies, retirement planning, and insurance solutions.
• Educate clients on various investment products, insurance policies, and financial planning concepts.
• Provide ongoing advice and support to clients, reviewing and adjusting their financial plans as their circumstances change.
• Identify opportunities to cross-sell and upsell relevant financial products and services.
• Maintain accurate client records and ensure compliance with all regulatory requirements and company policies.
• Build and nurture a strong client base through proactive networking and referrals.
• Stay abreast of market trends, economic developments, and changes in financial regulations.
• Collaborate with other financial professionals and specialists to provide holistic client solutions.
• Achieve and exceed sales targets and performance metrics related to client acquisition and portfolio growth.

Requirements

• Relevant tertiary qualification in Finance, Economics, or a related field.
• Relevant financial services qualifications (e.g., CFP, RE5) are highly desirable.
• Minimum of 3 years of experience in financial planning, investment advisory, or insurance sales.
• Proven track record of meeting and exceeding sales and client satisfaction targets.
• Excellent understanding of investment vehicles, financial markets, and various insurance products.
• Strong interpersonal, communication, and presentation skills.
• Proficiency in financial planning software and CRM systems.
• Ability to build rapport and trust with clients from diverse backgrounds.
• High ethical standards and commitment to acting in the client's best interest.
• Resilience and a proactive, goal-oriented mindset.
• Must be willing to travel within the Gauteng province for client meetings.

Benefits

• Competitive base salary with uncapped commission potential.
• Comprehensive medical aid and retirement savings plan.
• Extensive training and professional development opportunities.
• Performance incentives and bonus structures.
• Generous leave entitlement.
• Access to a wide range of leading financial products and services.
• Supportive mentorship and a collaborative team environment.
• Hybrid work arrangement for a balanced work-life integration.
• Opportunities for career progression into leadership roles.
• Regular industry-specific workshops and conferences.