Financial Advisor - Wealth Management

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

Benefits offered by this job

Competitive salary

Commission bonus

Medical aid

Retirement fund

Leave entitlement

Professional development

Client base in Stellenbosch

Supportive team

Job summary

Placements24 in Stellenbosch is seeking a dedicated Financial Advisor to join their wealth management team. You will build and manage client portfolios, delivering comprehensive financial planning across investments, retirement, risk and estate planning.

The ideal candidate has at least 3 years of experience, FSCA accreditation with RE5, and a proven track record in client relationship management, ethical advisory practices, and meeting regulatory standards.

Qualifications

• 3+ years of experience as a Financial Advisor, preferably in wealth management or investment advisory.
• FSCA accreditation including RE5 qualification is required.
• Strong knowledge of investments, retirement planning, risk management and estate planning; excellent communication and interpersonal skills.

Responsibilities

• Conduct in-depth financial needs analyses for individual and corporate clients.
• Develop and present comprehensive financial plans covering investments, retirement, insurance, and estate planning.
• Identify and recommend suitable financial products based on client objectives and risk profiles.
• Build and manage a portfolio of high-net-worth clients and foster long-term relationships.
• Stay informed on market trends, regulatory changes, and ensure compliance with financial regulations.
• Collaborate with internal specialists to provide holistic client solutions.
• Proactively grow the client base through referrals and networking.
• Provide ongoing advice and support to keep plans aligned with client goals.
• Maintain accurate client records and documentation.

Skills

Client relationship mgmt

Financial advisory

Analytical thinking

Communication skills

Ethical conduct

Education

BCom or BBusSci in Finance/Economics

Tools

FSCA accreditation (RE5)

Job description

About the Role

Our client, a prestigious financial services group, is actively seeking a dedicated and client-focused Financial Advisor to join their esteemed wealth management team in Stellenbosch, Western Cape. This role is designed for individuals passionate about helping clients achieve their financial goals through expert advice and personalized financial planning. You will be responsible for building and maintaining a robust client portfolio, offering comprehensive solutions in investments, retirement planning, risk management, and estate planning. The ideal candidate will possess excellent interpersonal skills, a deep understanding of financial markets, and a commitment to ethical financial advisory practices. This is a unique opportunity to build a rewarding career in the heart of the beautiful Stellenbosch region, known for its vibrant economy and discerning clientele.

Key Responsibilities

• Conduct in-depth financial needs analyses for individual and corporate clients.
• Develop and present comprehensive financial plans covering investments, retirement, insurance, and estate planning.
• Identify and recommend suitable financial products and solutions based on client objectives and risk profiles.
• Build and manage a portfolio of high-net-worth clients, fostering long-term relationships.
• Stay abreast of market trends, economic conditions, and regulatory changes affecting financial planning.
• Ensure compliance with all relevant financial services regulations and ethical standards.
• Collaborate with internal specialists (e.g., investment managers, tax advisors) to provide holistic client solutions.
• Proactively seek opportunities to grow the client base through referrals and networking.
• Provide ongoing advice and support to clients, ensuring their financial plans remain relevant and effective.
• Maintain accurate client records and documentation.

Requirements

• A relevant tertiary qualification (e.g., B Com, B Bus Sci) with a specialization in Finance or Economics.
• A minimum of 3 years of experience as a Financial Advisor, preferably within wealth management or investment advisory.
• Accreditation with the Financial Sector Conduct Authority (FSCA), including RE5 qualification.
• Proven track record of successful client relationship management and financial planning.
• In-depth knowledge of investment products, retirement vehicles, insurance, and estate planning principles.
• Excellent communication, presentation, and interpersonal skills.
• Strong analytical and problem-solving abilities.
• A high degree of integrity and ethical conduct is paramount.
• Resilience and a proactive, business-development mindset for the Stellenbosch market.
• Must be able to work from our Stellenbosch, Western Cape office daily.

Benefits

• Competitive base salary with an attractive commission and bonus structure.
• Comprehensive benefits package including medical aid and retirement fund.
• Generous leave entitlement.
• Ongoing professional development and training opportunities.
• Access to a wide range of financial products and expert support.
• Opportunity to build a significant client base in a prestigious location.
• Supportive team environment within a reputable financial institution.