Financial Advisor - Wealth Management & Insurance

Placements24; Stellenbosch; On-site; ZAR 420,000 - 650,000; Full time

Benefits offered by this job

Competitive commission-based pay

Medical aid

Provident fund

Life assurance

Training and development

Job summary

Placements24 is seeking a dedicated Financial Advisor to serve clients in Stellenbosch, Western Cape. The role focuses on building and managing client portfolios, providing expert investment, retirement, and comprehensive insurance guidance tailored to individual goals.

Ideal candidates will have a tertiary finance qualification and relevant designations, with strong interpersonal skills and a commitment to ethical client service.

Qualifications

• A tertiary qualification (e.g., B Com, B Bus Sci) and professional designations (CFP, RE 1 & RE 5) are essential.
• Proven experience as a Financial Advisor with wealth management and insurance sales.
• In-depth knowledge of investment products, financial planning principles, and insurance lines.

Responsibilities

• Engage with prospective clients to understand financial situations, goals and risk tolerance.
• Develop and present personalized financial plans including investments, retirement and insurance solutions.
• Advise on suitable life, disability, health and short-term insurance products.
• Manage and grow a client portfolio with retention focus.
• Monitor investment performance and market trends; adjust portfolios as needed.

Skills

Client relationship management

Communication skills

Analytical thinking

Ethical standards

Education

B Com or B Bus Sci

CFP

RE 1 & RE 5

Tools

Financial planning software

Job description

About the Role Our client, a leading financial advisory firm with a strong focus on wealth management and integrated insurance solutions, is seeking a dedicated Financial Advisor to serve clients in the picturesque region of Stellenbosch, Western Cape . This role involves building and managing a client portfolio, providing expert advice on investment strategies, retirement planning, and comprehensive insurance coverage tailored to individual needs. You will be responsible for identifying client financial goals, developing personalized financial plans, and ensuring their long-term financial well-being. The ideal candidate will possess excellent interpersonal skills, a deep understanding of financial markets and insurance products, and a commitment to ethical client service. This is an exceptional opportunity to grow your career within a reputable firm committed to client success.

Key Responsibilities

• Engage with prospective clients to understand their financial situation, goals, and risk tolerance.
• Develop and present personalized financial plans, including investment recommendations, retirement strategies, and insurance solutions.
• Advise clients on suitable insurance products (life, disability, health, short-term) to mitigate risks.
• Manage and grow a client portfolio, ensuring ongoing client satisfaction and retention.
• Monitor investment performance and market trends, making adjustments to client portfolios as needed.
• Stay current with financial regulations, market developments, and new product offerings.
• Ensure compliance with all relevant regulatory requirements and company policies.
• Build strong relationships with clients, acting as their trusted financial partner.
• Collaborate with internal specialists to provide holistic financial advice.

Requirements

• A relevant tertiary qualification (e.g., B Com, B Bus Sci) and professional designations (e.g., CFP, RE 1 & RE 5) are essential.
• Proven experience as a Financial Advisor, with a strong track record in wealth management and insurance sales.
• In-depth knowledge of investment products, financial planning principles, and various insurance lines.
• Excellent communication, presentation, and interpersonal skills.
• Strong analytical and problem-solving capabilities.
• High ethical standards and a client-centric approach.
• Ability to build rapport and long-term relationships with clients.
• Resides in or has strong connections to the Stellenbosch, Western Cape area.
• Proficiency in financial planning software.

Benefits

• Our client offers a competitive commission-based remuneration structure with attractive incentives for performance. Employees receive comprehensive benefits, including medical aid, a provident fund, and life assurance. The company invests in continuous professional development, offering training programs and support for further qualifications. You will work within a professional and supportive office environment in a beautiful location, with opportunities for career progression. Access to state-of-the‑art financial planning tools and resources. Be part of a respected brand known for its commitment to financial excellence.