Financial Advisor - Wealth Management

Placements24; Benoni; On-site; ZAR 420,000 - 640,000; Full time

Benefits offered by this job

Medical aid

Retirement fund

Paid time off

Training and development

Career advancement

Access to planning tools

Job summary

Placements24 is seeking a dedicated Financial Advisor in Benoni to deliver comprehensive financial planning services to individuals and families. You will craft personalized strategies across investments, retirement, insurance, and estate planning, while building trusted client relationships.

Ideal candidates will have 3+ years in wealth management, strong communication, and proficiency in planning software and CRM systems.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or related field.
• CFP certification is highly desirable.
• Minimum of 3 years of experience in financial planning or wealth management.
• Proven track record of managing client relationships and achieving financial planning objectives.
• Strong knowledge of investment products, retirement planning, insurance, and tax implications.
• Excellent communication, interpersonal, and presentation skills.
• Client-centric approach with high integrity and professionalism.
• Proficiency in financial planning software and CRM systems.
• Ability to work independently and manage a client base effectively.
• Experience within Benoni, Gauteng, ZA financial community is an advantage.

Responsibilities

• Develop and present personalized financial plans to clients, covering investments, retirement, insurance, and estate planning.
• Build and maintain strong, long-lasting client relationships based on trust and understanding.
• Conduct thorough needs analysis and risk assessment for each client.
• Research and recommend suitable financial products and investment vehicles.
• Monitor client portfolios and market trends, making adjustments to financial plans as necessary.
• Ensure compliance with all relevant financial regulations and industry standards.
• Stay updated on new financial products, market developments, and regulatory changes.
• Collaborate with other financial professionals to provide holistic client solutions.

Skills

Communication skills

Client relationship management

Financial planning

Investment knowledge

Presentation skills

Independent work

CRM proficiency

Education

Bachelor's degree in Finance/Economics/Business

CFP certification desirable

Tools

CRM software

Financial planning software

Job description

About the Role

Our client, a leading wealth management firm, is seeking a dedicated and client-focused Financial Advisor to join their team in Benoni. This role is pivotal in providing comprehensive financial planning services to individuals and families, helping them achieve their long-term financial goals. You will be responsible for developing personalized financial strategies, including investment planning, retirement planning, insurance needs analysis, and estate planning. The ideal candidate possesses strong communication skills and a passion for client success within the dynamic Gauteng market.

Key Responsibilities

• Develop and present personalized financial plans to clients, covering investments, retirement, insurance, and estate planning.
• Build and maintain strong, long-lasting client relationships based on trust and understanding.
• Conduct thorough needs analysis and risk assessment for each client.
• Research and recommend suitable financial products and investment vehicles.
• Monitor client portfolios and market trends, making adjustments to financial plans as necessary.
• Ensure compliance with all relevant financial regulations and industry standards.
• Stay updated on new financial products, market developments, and regulatory changes.
• Collaborate with other financial professionals, such as accountants and attorneys, to provide holistic client solutions.

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related field. Relevant certifications like CFP are highly desirable.
• Minimum of 3 years of experience in financial planning or wealth management.
• Proven track record of successfully managing client relationships and achieving financial planning objectives.
• Strong knowledge of investment products, retirement planning, insurance, and tax implications.
• Excellent communication, interpersonal, and presentation skills.
• Client-centric approach with a high degree of integrity and professionalism.
• Proficiency in financial planning software and CRM systems.
• Ability to work independently and manage a client base effectively.
• Experience within the Benoni, Gauteng, ZA financial community is an advantage.

Benefits

• Competitive base salary with attractive commission and bonus structures.
• Comprehensive medical aid and retirement fund benefits.
• Paid time off and company holidays.
• Extensive training and professional development opportunities.
• Opportunities for career advancement within a reputable firm.
• Access to cutting-edge financial planning tools and resources.
• A dynamic work environment in Benoni focused on client success.