Hybrid Financial Advisor | Build Wealth & Client Success

Placements24; Benoni; Hybride; ZAR 480 000 - 800 000; Plein temps

Avantages offerts par ce poste

Hybrid work model

Medial aid

Retirement fund

Training and development

Career advancement

Résumé du poste

Placements24 is seeking a dedicated Financial Advisor for a hybrid role in Benoni, Gauteng. You will provide comprehensive financial advice, building long-term client relationships across investments, retirement, insurance, and wealth management. The role blends in-office client interactions with remote collaboration.

The ideal candidate has 3–5 years in financial advisory, a Finance/Economics degree, and strong interpersonal skills. CFP is advantageous, with FSCA registration preferred.

Qualifications

• 3–5 years of experience as a Financial Advisor or similar client-facing financial role.
• Relevant tertiary qualification in Finance, Economics, or related field.
• CFP certification is advantageous.
• Registered with FSCA or relevant regulatory body.

Responsabilités

• Assess clients' financial situations, needs and goals through in-depth consultations.
• Develop personalized financial plans covering investments, retirement, insurance, and estate planning.
• Recommend and present suitable financial products and strategies to clients.
• Build and maintain long-lasting client relationships and monitor progress of plans.
• Stay updated on markets, trends and new financial products; ensure regulatory compliance.

Connaissances

Client relations

Financial planning

Sales

Communication

Formation

Finance/Economics degree

Outils

CRM systems

Financial planning software

Description du poste

Placements24 is seeking a dedicated Financial Advisor for a hybrid role in Benoni, Gauteng. You will provide comprehensive financial advice, building long-term client relationships across investments, retirement, insurance, and wealth management. The role blends in-office client interactions with remote collaboration.

The ideal candidate has 3–5 years in financial advisory, a Finance/Economics degree, and strong interpersonal skills. CFP is advantageous, with FSCA registration preferred.