Financial Advisor - Investment & Insurance Solutions

Placements24; Upington; Hybrid; ZAR 420,000 - 640,000; Full time

Benefits offered by this job

Commission and bonus structure

Medical aid and retirement fund

Career development opportunities

Remote-friendly with virtual tools

Job summary

Placements24 is sourcing a Financial Advisor in Upington, Northern Cape. You will provide investment and insurance guidance, build personalized plans, and support clients to reach financial goals.

The role emphasizes client-centric service, regulatory compliance, and ongoing relationship management in a dynamic environment. The position offers opportunities for professional growth, competitive pay with commission and bonus, and exposure to a range of investment vehicles and risk-management

Qualifications

• Relevant tertiary qualification in Finance or related field.
• Industry licenses (RE 1, FAIS, CFP) are highly preferred.
• 3–5 years experience in financial advisory, investment or insurance.
• Strong knowledge of investments and insurance products.

Responsibilities

• Conduct needs analyses, assess goals, risk and current finances.
• Develop personalized financial plans with investments and insurance.
• Educate clients on products, features, benefits and risks.
• Facilitate sales of investments and insurance policies.
• Build lasting client relationships and provide ongoing guidance.
• Stay updated on market trends and regulatory changes.
• Ensure compliance with regulations and company policies.
• Generate client leads and maintain accurate records.
• Continuously enhance knowledge through training.

Skills

Communication skills

Interpersonal skills

Presentation skills

Analytical thinking

Problem solving

Self-motivated

Education

BCom or BBusSc in Finance/Economics

RE 1, FAIS accreditation, CFP designation

Tools

CRM systems

Financial planning software

Job description

About the Role

Our client, a reputable financial services firm, is seeking a dedicated and client-focused Financial Advisor to provide comprehensive investment and insurance solutions to individuals and families in Upington, Northern Cape . This role requires a deep understanding of financial planning principles, investment strategies, and various insurance products. The Financial Advisor will be responsible for assessing clients' financial needs, developing personalized financial plans, and recommending suitable investment and insurance products to help them achieve their financial goals. This is an excellent opportunity for a motivated professional to build a successful career in financial advisory within a supportive environment. You will play a vital role in guiding clients towards financial security and prosperity.

Key Responsibilities

• Conduct thorough financial needs analyses with clients to understand their goals, risk tolerance, and current financial situation.
• Develop and present personalized financial plans, including recommendations for investments, insurance, retirement planning, and estate planning.
• Educate clients on a range of investment and insurance products, explaining features, benefits, and risks.
• Facilitate the sale of suitable investment products (e.g., unit trusts, offshore investments) and insurance policies (e.g., life, disability, health).
• Build and maintain long-term relationships with clients, providing ongoing support and advice.
• Stay updated on market trends, economic conditions, and changes in financial regulations.
• Ensure compliance with all industry regulations, ethical standards, and company policies.
• Generate leads through networking, referrals, and proactive client engagement.
• Maintain accurate client records and manage a portfolio of clients effectively.
• Continuously enhance knowledge and skills through professional development and training.

Requirements

• A relevant tertiary qualification (e.g., BCom, BBusSc) in Finance, Economics, or a related field.
• Relevant industry qualifications and licenses (e.g., RE 1, FAIS accreditation, CFP designation) are highly preferred.
• A minimum of 3-5 years of experience in financial advisory, investment management, or insurance sales.
• Strong knowledge of investment vehicles, financial markets, and various insurance product types.
• Excellent understanding of financial planning principles and wealth management strategies.
• Exceptional communication, interpersonal, and presentation skills.
• Proven ability to build rapport and trust with clients.
• Strong analytical and problem-solving skills.
• Self-motivated, driven, and able to work independently.
• Proficiency in financial planning software and CRM systems.

Benefits

Our client offers a competitive basic salary plus an attractive commission and bonus structure, rewarding high performance. Comprehensive benefits include excellent medical aid, a retirement fund, and opportunities for continuous professional development and career growth. This role offers the flexibility of remote work, supported by cutting-edge technology and virtual collaboration tools. Join a firm that values integrity, client-centricity, and provides the resources for you to thrive. Work within the vibrant community of Upington and help clients build secure financial futures.