Financial Advisor - Investment Planning

Placements24; Upington; Hybrid; ZAR 250,000 - 500,000; Full time

Benefits offered by this job

Medical aid

Retirement fund

Performance bonuses

Career development

Job summary

Placements24 in Upington, Northern Cape, seeks a client-focused Financial Advisor specializing in Investment Planning. You will help clients achieve financial goals through personalized advice, planning, and product recommendations, with a strong emphasis on ethical service and regulatory compliance.

The ideal candidate has a finance degree, relevant qualifications (CFP/RE5 preferred), at least two years of advisory experience, and excellent communication skills.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or a related field.
• Relevant professional qualification (e.g., CFP, RE5) is highly advantageous.
• Minimum of 2 years' experience in financial advisory or investment planning.
• Understanding of client needs to develop suitable financial solutions.
• Proficiency with financial planning software and CRM systems.

Responsibilities

• Assess clients' financial situations, goals, risk tolerance, and investment objectives.
• Develop comprehensive financial plans and investment strategies.
• Recommend investment products including equities, fixed income, and unit trusts.
• Educate clients on investment principles and market dynamics.
• Monitor portfolios and provide regular reviews.
• Build long-term client relationships through proactive communication.
• Ensure advice complies with regulatory and ethical standards.
• Stay informed on market trends and new investment products.
• Generate new business through referrals and client acquisition.
• Maintain accurate client records and process transactions.

Skills

Client focus

Excellent communication

Analytical skills

Understanding of investment products

CRM proficiency

Education

Bachelor's degree in Finance, Economics, Business, or related field

Tools

Financial planning software

CRM systems

Job description

About the Role

Our client, a trusted financial services provider, is seeking a dedicated and client-focused Financial Advisor specializing in Investment Planning to join their team in Upington, Northern Cape . This role involves assisting clients in achieving their financial goals through personalized investment advice, financial planning, and product recommendations. The ideal candidate will possess excellent communication skills, a strong understanding of investment products and financial markets, and a passion for helping individuals build and protect their wealth. Join us in providing essential financial guidance in the heart of the Northern Cape , serving the community of Upington .

Key Responsibilities

• Conduct in-depth assessments of clients' financial situations, goals, risk tolerance, and investment objectives.
• Develop comprehensive financial plans and investment strategies tailored to individual client needs.
• Recommend appropriate investment products, including equities, fixed income, unit trusts, and other financial instruments.
• Educate clients on investment principles, market dynamics, and risk management.
• Monitor client portfolios and market conditions, providing regular reviews and updates.
• Build and maintain strong, long-term relationships with clients through proactive communication and exceptional service.
• Ensure all financial advice and recommendations comply with regulatory requirements and ethical standards.
• Stay current with financial market trends, economic developments, and new investment products.
• Generate new business through referrals, networking, and proactive client acquisition.
• Maintain accurate client records and process investment transactions efficiently.

Requirements

• Bachelor's degree in Finance, Economics, Business, or a related field.
• A relevant professional qualification (e.g., CFP, RE5) is highly advantageous.
• Minimum of 2 years of experience in financial advisory, investment planning, or a similar client-facing role in financial services.
• Proven ability to understand client needs and develop suitable financial and investment solutions.
• Knowledge of a wide range of investment products and financial planning strategies.
• Excellent interpersonal, communication, and presentation skills.
• Strong analytical and problem-solving capabilities.
• Commitment to ethical conduct and client satisfaction.
• Proficiency in financial planning software and CRM systems.
• Understanding of relevant South African financial services regulations.
• Self-motivated with a drive to achieve targets.

Benefits

Our client offers a competitive salary, performance-based commission and bonuses, and a comprehensive benefits package including medical aid and retirement fund options. This role provides excellent opportunities for professional development, ongoing training, and career advancement within the financial services sector. Employees benefit from a supportive team environment and client-centric culture in Upington , serving the beautiful Northern Cape region.