Financial Advisor - Remote

Placements24; Mbombela (Nelspruit); Hybrid; ZAR 600,000 - 1,000,000; Full time

Benefits offered by this job

Competitive salary

Commission & bonuses

Health/dental/vision insurance

Retirement savings plan

Generous paid time off

Licensing assistance

Flexible remote work

Professional development support

Job summary

Placements24 is partnering with a leading financial planning firm to hire a dedicated Financial Advisor for a fully remote role. You will build and manage client relationships, develop comprehensive financial plans, and recommend suitable investment and insurance products.

The position emphasizes proactive prospecting, regulatory compliance, and ongoing client support, with opportunities to expand your practice, earn commissions, and pursue professional licensing while enjoying flexible remote

Qualifications

• Bachelor's degree in Finance, Economics, or Business; CFP/NQF Level 5 advantageous.
• Proven experience as a Financial Advisor or similar client-facing role.
• Strong knowledge of investments, retirement planning, insurance, and financial planning strategies.
• Excellent sales, negotiation, and client relationship management skills.
• Remote work capability with strong self-discipline.
• Proficiency with financial planning software and CRM systems.
• High ethical standards and client-first approach.
• Regulatory licenses or willingness to obtain them.

Responsibilities

• Develop and manage personalized financial plans for clients.
• Build long-term client relationships.
• Analyze clients' financial situations and risk tolerance.
• Recommend investment and insurance products.
• Stay updated on market trends and regulatory changes.
• Provide ongoing support and review plans.

Skills

Client relationship management

Financial planning

Investment products knowledge

Insurance products knowledge

Sales & negotiation

Regulatory compliance

Communication skills

Education

Bachelor's degree in Finance, Economics, or Business

CFP / NQF Level 5 (advantageous)

Tools

CRM systems

Financial planning software

Job description

About the Role

Our client, a leading financial planning firm, is looking for a dedicated and client-focused Financial Advisor to join their fully remote team. This role is perfect for an individual passionate about helping clients achieve their financial goals through personalized advice and strategic planning. You will be responsible for building and managing client relationships, developing comprehensive financial plans, and recommending suitable investment and insurance products. This position requires excellent communication, interpersonal skills, and a strong understanding of financial markets and planning strategies. Embrace the freedom of a remote career while making a tangible difference in clients' lives.

Key Responsibilities

• Develop and implement personalized financial plans for clients, covering investments, retirement, insurance, and estate planning.


• Build and maintain strong, long-term relationships with a diverse client base.


• Conduct thorough analysis of clients' financial situations, risk tolerance, and objectives.


• Recommend and facilitate the purchase of appropriate investment and insurance products.


• Stay current with financial market trends, economic conditions, and regulatory changes.


• Provide ongoing client support and review financial plans periodically.


• Educate clients on financial concepts and strategies.


• Generate new business through proactive prospecting and referrals.


• Ensure all activities comply with regulatory requirements and company policies.

Requirements

• Bachelor's degree in Finance, Economics, Business, or a related field. Relevant certifications (e.g., CFP, NQF Level 5) are highly advantageous.


• Proven experience as a Financial Advisor or in a similar client-facing financial services role.


• Strong knowledge of investment products, insurance, retirement planning, and financial planning strategies.


• Excellent sales, negotiation, and client relationship management skills.


• Exceptional communication, listening, and presentation abilities.


• Ability to work independently, manage time effectively, and maintain a high level of productivity in a remote setting.


• Proficiency in financial planning software and CRM systems.


• High ethical standards and a commitment to acting in the client's best interest.


• Valid regulatory representative licenses or willingness to obtain them.


• Comfortable with digital tools for client communication and meetings.

Benefits

• Competitive salary of R, plus commission and performance-based bonuses.


• Comprehensive health, dental, and vision insurance.


• Retirement savings plan options.


• Generous paid time off and holidays.


• Fully remote work arrangement, offering significant flexibility and autonomy.


• Professional development support and licensing assistance.


• Opportunities to build a substantial client base and grow your career.


• Collaborative virtual team environment and mentorship.


• Access to cutting-edge financial planning tools and resources.