Hybrid Financial Advisor: Plan, Grow Wealth & Serve Clients

Placements24; Noord-Kaap; Hybrid; ZAR 300,000 - 600,000; Full time

Benefits offered by this job

Hybrid work model

Medical aid

Retirement contributions

Training & development

Job summary

Placements24 is seeking a client-focused Financial Advisor in Kimberley. The role blends in-office client meetings with team collaboration and remote work flexibility.

You will tailor financial plans, suggest investment and insurance products, and build long-term client relationships. Ideal candidates have a Bachelor's degree in finance or related fields, CFP/RE licenses, 3+ years in a client-facing advisory role, and strong communication and sales skills.

Qualifications

• Bachelor's degree in finance, business, or economics.
• CFP, RE 1, RE 5 licenses or equivalent preferred.
• Minimum 3 years as a Financial Advisor or similar client-facing role.
• Proven ability to generate new business and manage a client portfolio.
• Excellent communication and sales skills.
• Strong knowledge of investments and financial planning regulations.

Responsibilities

• Meet with clients to understand financial situations, goals, and risk tolerance.
• Develop comprehensive financial plans covering investments, retirement, insurance, and estate planning.
• Recommend and implement suitable financial products and strategies.
• Build and maintain long-term relationships with a diverse client base.
• Stay current with market trends, products, and regulatory changes.
• Achieve sales targets and contribute to business development.

Skills

Communication

Interpersonal

Sales

Client facing

Regulations

Education

Bachelor's degree in Finance/Business/Economics

Job description

Placements24 is seeking a client-focused Financial Advisor in Kimberley. The role blends in-office client meetings with team collaboration and remote work flexibility.

You will tailor financial plans, suggest investment and insurance products, and build long-term client relationships. Ideal candidates have a Bachelor's degree in finance or related fields, CFP/RE licenses, 3+ years in a client-facing advisory role, and strong communication and sales skills.