Hybrid Financial Advisor: Build Wealth & Secure Futures

Placements24; Randburg; Hybrid; ZAR 350,000 - 700,000; Full time

Benefits offered by this job

Competitive commission structure witha

Uncapped earning potential

Comprehensive training and development

Hybrid working model

Job summary

Placements24 is seeking a client-focused Financial Advisor to join our Randburg team. You will build long-term relationships, provide tailored financial plans, and advise on investments, retirement, and risk management. Strong communication and ethical standards are essential.

You will develop plans, educate clients on products, and stay informed about market trends to deliver comprehensive financial guidance. This role offers flexible hybrid working in Gauteng.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration or related field.
• CFP or NQF Level 5 certifications preferred.
• Proven track record in financial advisory or related sales role.
• Strong knowledge of financial planning, investments, retirement and insurance.

Responsibilities

• Develop and implement comprehensive financial plans for clients.
• Build and maintain strong client relationships.
• Conduct needs analysis to identify objectives and risk tolerance.
• Educate clients on investments, insurance, and retirement solutions.
• Stay updated on market trends and new financial products.
• Analyze portfolios and adjust strategies to meet goals.
• Ensure regulatory compliance and company policies.
• Generate new business through prospecting and referrals.
• Collaborate with internal specialists to provide holistic solutions.
• Maintain accurate client records and documentation.

Skills

Financial planning

Client relationship management

Communication skills

Interpersonal skills

Independent work

Education

Bachelor's degree in Finance/Economics/Business Administration

CFP or NQF Level 5 certification preferred

Tools

CRM systems

Financial planning software

Job description

Placements24 is seeking a client-focused Financial Advisor to join our Randburg team. You will build long-term relationships, provide tailored financial plans, and advise on investments, retirement, and risk management. Strong communication and ethical standards are essential.

You will develop plans, educate clients on products, and stay informed about market trends to deliver comprehensive financial guidance. This role offers flexible hybrid working in Gauteng.