Hybrid Senior Wealth Advisor – High‑Net‑Worth Planning

Placements24; Randburg; Hybrid; ZAR 600,000 - 1,200,000; Full time

Benefits offered by this job

Commission + retainer

Medical benefits

Retirement benefits

Training & development

Team environment

Job summary

Placements24 in Randburg, Gauteng, seeks a Senior Financial Advisor to deliver comprehensive financial planning and investment advice to a diverse client base. The role combines client-facing duties with in-depth planning in a hybrid setup.

The ideal candidate has 5+ years of experience, CFP/CFA, and strong knowledge of SA regulatory requirements, retirement, estate planning, and risk management. You will build lasting relationships and develop tailored plans to help clients reach long-term

Qualifications

• Bachelor's degree in Finance, Economics, Business, or a related field.
• CFP or CFA certification is essential.
• Minimum of 5 years of experience as a Financial Advisor or Wealth Manager.
• Strong knowledge of financial planning, investments, and wealth management.
• Knowledge of SA FAIS Act regulations.
• Excellent communication and client relationship skills.
• Proficiency with financial planning software and CRM systems.
• Willingness to commute to Randburg for hybrid work.

Responsibilities

• Develop and implement tailored financial plans for clients.
• Conduct needs analyses and risk assessments.
• Provide expert advice on investment products and portfolio management.
• Build long-term relationships with high-net-worth clients.
• Seek new client opportunities through networking and referrals.
• Ensure compliance with financial regulations.
• Stay updated on market developments and new products.
• Collaborate with tax advisors and estate planners.
• Meet and exceed sales and service targets.
• Prepare and deliver client presentations and reviews.

Skills

Financial planning

Client relationship management

Communication

Sales / business development

Regulatory knowledge

CRM systems

Financial planning software

Education

Bachelor's degree in Finance, Economics, Business, or a related field

Tools

CRM systems

Financial planning software

Job description

Placements24 in Randburg, Gauteng, seeks a Senior Financial Advisor to deliver comprehensive financial planning and investment advice to a diverse client base. The role combines client-facing duties with in-depth planning in a hybrid setup.

The ideal candidate has 5+ years of experience, CFP/CFA, and strong knowledge of SA regulatory requirements, retirement, estate planning, and risk management. You will build lasting relationships and develop tailored plans to help clients reach long-term