Hybrid Financial Advisor: Client-Focused Planning Pro

Placements24; Gqeberha; Hybrid; ZAR 350,000 - 600,000; Full time

Benefits offered by this job

Competitive commission structure

Medical and retirement benefits

Ongoing training and development

Administrative support

Port Elizabeth regional focus

Job summary

Placements24 in Port Elizabeth is seeking a client-focused Financial Advisor to join their hybrid team. You will develop tailored financial plans, assess client needs, and guide individuals toward long-term goals.

The role emphasizes building lasting client relationships, advising on investments, retirement and insurance, and staying current with regulatory changes. Hybrid work combines in-office collaboration with remote flexibility.

Qualifications

• Relevant tertiary qualification in Finance, Economics, or related field.
• CFP/RE5 accreditation is desirable.
• Proven track record of advising clients on financial matters.

Responsibilities

• Develop personalized financial plans based on client needs, risk tolerance, and financial objectives.
• Advise clients on investment strategies, retirement planning, insurance needs, and estate planning.
• Conduct regular reviews with clients to track progress and adjust plans as needed.
• Build and maintain a strong client base through networking and relationship management.
• Stay abreast of market trends, financial products, and regulatory changes.

Skills

Client relationships

Financial planning

Communication skills

Presentation skills

Interpersonal skills

Regulatory compliance

Education

Finance/Economics degree

CFP/RE5 desirable

Tools

Licensing & compliance

Job description

Placements24 in Port Elizabeth is seeking a client-focused Financial Advisor to join their hybrid team. You will develop tailored financial plans, assess client needs, and guide individuals toward long-term goals.

The role emphasizes building lasting client relationships, advising on investments, retirement and insurance, and staying current with regulatory changes. Hybrid work combines in-office collaboration with remote flexibility.