Financial Advisor - Wealth Management

Placements24; South Africa; Hybrid; ZAR 600,000 - 1,000,000; Full time

Benefits offered by this job

Medical aid

Retirement fund

Performance incentives

Job summary

Placements24 in Polokwane, Limpopo, invites an experienced Financial Advisor to join a growing practice in the financial services sector. You will build and manage a client portfolio, deliver tailored investment, retirement, and insurance solutions, and help clients achieve their financial goals.

The role offers a strong earning potential through base salary plus commission, ongoing training, and a supportive, professional environment.

Qualifications

• Relevant tertiary qualification in Finance or Economics.
• CFP certification is highly advantageous.
• FSCA registration as a Financial Services representative is required.
• Minimum of 4 years of experience as a Financial Advisor with client acquisition and retention.

Responsibilities

• Develop and implement comprehensive financial plans for clients.
• Advise on investments, retirement, estate planning and risk management.
• Identify and pursue new business opportunities to grow the client base.
• Conduct regular client reviews and update plans as needed.
• Maintain knowledge of markets, products, and regulatory changes.
• Ensure compliance with financial regulations and company policies.
• Build long-term client relationships and collaborate with internal specialists.

Skills

Client relationship management

Sales skills

Financial planning

Analytical thinking

Communication skills

Education

Bachelors degree in Finance or Economics

CFP certification

FSCA registration as representative

Tools

CRM systems

Financial planning software

Job description

About the Role

Our client, a distinguished financial services firm, is seeking a motivated and client-focused Financial Advisor to join their expanding practice in Polokwane. This role is designed for individuals passionate about helping clients achieve their financial goals through expert advice on investments, retirement planning, and insurance solutions. You will be responsible for building and managing a portfolio of clients, providing personalized financial plans, and ensuring ongoing client satisfaction. The position offers significant earning potential and career growth within a supportive and professional environment in Limpopo.

Key Responsibilities

• Develop and implement comprehensive financial plans tailored to individual client needs and objectives.
• Advise clients on investment strategies, retirement planning, estate planning, and risk management.
• Identify and pursue new business opportunities to grow the client base.
• Conduct regular client reviews to assess progress towards financial goals and adjust plans as needed.
• Maintain up-to-date knowledge of financial markets, products, and regulatory changes.
• Ensure compliance with all relevant financial regulations and company policies.
• Build and maintain strong, long-term relationships with clients based on trust and mutual respect.
• Collaborate with internal specialists to provide integrated financial solutions.

Requirements

• A relevant tertiary qualification in Finance, Economics, or a related field.
• Relevant certifications such as CFP (Certified Financial Planner) are highly advantageous.
• Minimum of 4 years of experience as a Financial Advisor, with a proven track record of client acquisition and retention.
• In-depth knowledge of investment products, insurance, retirement planning, and estate planning.
• Excellent communication, interpersonal, and sales skills.
• Strong analytical and problem-solving abilities.
• Commitment to ethical conduct and professional integrity.
• Proficiency in financial planning software and CRM systems.
• Must be registered with the Financial Sector Conduct Authority (FSCA) as a representative.
• Ability to work effectively in a hybrid model in Polokwane.

Benefits

• This position offers a competitive base salary plus an attractive commission structure with uncapped earning potential.
• Benefits include medical aid, a retirement fund, and performance-based incentives.
• Our client provides ongoing training and development opportunities to support your career growth.
• Join a reputable firm in Polokwane, Limpopo, and make a real difference in your clients' financial lives.