Financial Advisor - Wealth Management & Insurance

Placements24; Vereeniging; Hybrid; ZAR 420,000 - 720,000; Full time

Benefits offered by this job

Competitive commission structure

Performance bonuses

Training & development

Flexible remote work

Access to planning tools

Reputable firm in Vereeniging

Job summary

Placements24 is seeking a remote-first Financial Advisor to deliver wealth management and insurance solutions across South Africa. You will assess client needs, craft personalized financial plans, and guide investment and insurance selections while maintaining strong client relationships.

The role emphasizes autonomy, ongoing training, and growth within a flexible work environment, with a focus on building a sustainable practice in Vereeniging and beyond.

Qualifications

• Requires relevant tertiary qualification (e.g., BCom, CFP designation) and RE5 regulatory exam.
• Minimum 3 years in financial advisory, wealth management, or related field.
• Proven track record of meeting sales targets and building a client base.
• Strong knowledge of investment products, insurance solutions, and financial planning.
• Excellent interpersonal, communication, and presentation skills.
• Proficient with financial planning software and digital tools; able to work remotely.

Responsibilities

• Conduct thorough financial needs analyses to understand goals, risk tolerance, and financial situation.
• Develop and present customized financial plans, including investments, retirement, and risk management.
• Recommend and facilitate sales of investments and insurance products.
• Build and maintain long-term client relationships with regular communication.
• Stay updated on market trends, economic conditions, and regulatory changes affecting planning.
• Ensure compliance with financial services regulations and industry standards.

Skills

Client relationship management

Sales experience

Communication skills

Remote work adaptability

Education

BCom

CFP designation

Tools

CRM software

Financial planning software

Job description

About the Role

Our client, a distinguished financial services group, is seeking a dedicated and client-focused Financial Advisor to join their expanding, fully remote team. This role is pivotal in providing comprehensive wealth management and insurance solutions to a diverse clientele. You will be responsible for understanding clients' financial goals, developing personalized financial plans, and recommending appropriate investment and insurance products. The ideal candidate possesses excellent communication skills, a deep understanding of financial markets, and a strong ethical compass. This is a remote-first opportunity, allowing you to build your practice and serve clients across Gauteng and beyond without being tied to a physical office. You will leverage cutting-edge digital tools and platforms to connect with clients, conduct virtual consultations, and manage portfolios. Join a firm that is committed to empowering its advisors and delivering exceptional value to clients, fostering financial security and growth. This position is perfect for an ambitious individual seeking autonomy and career advancement in a flexible work environment.

Key Responsibilities

• Conduct thorough financial needs analyses with clients to understand their goals, risk tolerance, and financial situation.
• Develop and present customized financial plans, including investment strategies, retirement planning, and risk management solutions.
• Recommend and facilitate the sale of suitable investment products, insurance policies (life, disability, health), and other financial instruments.
• Build and maintain long-term relationships with clients through regular communication and proactive service.
• Stay current with market trends, economic conditions, and regulatory changes affecting financial planning and investments.
• Ensure compliance with all relevant financial services regulations and industry standards.
• Utilize CRM and financial planning software to manage client information, track progress, and generate reports.
• Actively seek out new business opportunities through networking and referrals.

Requirements

• A relevant tertiary qualification (e.g., BCom, CFP designation) is highly preferred.
• RE5 regulatory examination qualification.
• A minimum of 3 years of experience in financial advisory, wealth management, or a related field.
• Proven track record of meeting sales targets and building a strong client base.
• In-depth knowledge of investment products, insurance solutions, and financial planning principles.
• Exceptional interpersonal, communication, and presentation skills.
• Proficiency with financial planning software and digital communication tools.
• Self-motivated, organized, and able to work independently in a remote setting.

Benefits

• Competitive commission structure with significant earning potential.
• Performance-based bonuses and incentives.
• Comprehensive training and ongoing professional development support.
• Flexible remote work arrangement, allowing for a strong work-life balance.
• Access to leading financial planning technology and resources.
• Opportunity to build a sustainable practice with a reputable firm in Vereeniging and surrounding areas.