Hybrid Wealth Advisor: Personal Planning & Growth

Placements24

South Africa

Hybrid

ZAR 350,000 - 550,000

Full time

2 days ago

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Benefits offered by this job

Commission & bonus

Hybrid work

Medical aid

Retirement fund

Training & licensing

Career advancement

Job summary

Placements24 is seeking a dedicated Financial Advisor to join our wealth management team in Paarl, Western Cape. You will build client relationships, provide comprehensive financial planning, and develop personalized investment strategies to help clients achieve their goals.

This role covers investments, retirement planning, estate planning, and insurance solutions. The ideal candidate has a finance degree, CFP/NQF Level 4/5 certifications, at least three years of client-facing experience,

Qualifications

Bachelor's degree in Finance, Economics, Business, or related field.
Minimum 3 years experience as a Financial Advisor or in client-facing financial planning.
Proven track record of building and managing a client portfolio.
Strong knowledge of investments, financial markets and products.
Excellent communication, interpersonal and sales skills; client-focused.

Responsibilities

Develop and implement personalized financial plans for clients based on goals and risk tolerance.
Provide expert advice on investments, retirement planning, estate planning and insurance.
Proactively manage client relationships with regular reviews and updates.
Source new clients through networking, referrals and marketing efforts.
Ensure compliance with regulatory standards and company policies.