Insurance‑Focused Financial Advisor — Hybrid Role & Growth

Placements24; Stellenbosch; Hybrid; ZAR 360,000 - 600,000; Full time

Benefits offered by this job

Hybrid work

Medical benefits

Retirement planning

Professional development

Career growth

Job summary

Placements24, recruiting for a prestigious financial services firm in Stellenbosch, Western Cape, seeks a dedicated Financial Advisor to provide comprehensive insurance planning and financial guidance. You will assess clients, recommend life, disability, critical illness, and investment-linked policies, and build long-term relationships with a diverse client base.

The role offers hybrid work, professional development, and opportunities to grow into leadership positions within a dynamic advisory

Qualifications

• Bachelor's degree in Finance, Economics or Commerce required.
• CFP certification is highly desirable.
• Minimum 3 years of experience as a Financial Advisor or in a related role.

Responsibilities

• Conduct financial needs analyses to understand goals, risk tolerance and financial circumstances.
• Develop and present personalized financial plans focusing on insurance and investments.
• Recommend life, health, disability and critical illness cover, and investment-linked policies.
• Explain complex financial concepts clearly and concisely.
• Assist clients with policy applications, onboarding and ongoing servicing.
• Monitor and review plans to stay aligned with objectives.
• Stay current with market developments, regulatory changes and new products.
• Build and maintain relationships with a diverse client base.
• Ensure compliance with FAIS Act and company policies.
• Collaborate with internal specialists to provide holistic solutions.

Skills

Communication

Interpersonal skills

Analytical skills

Problem-solving

MS Office

Education

Bachelor's degree in Finance/Economics/Commerce

CFP certification desirable

Tools

Financial planning software

Job description

Placements24, recruiting for a prestigious financial services firm in Stellenbosch, Western Cape, seeks a dedicated Financial Advisor to provide comprehensive insurance planning and financial guidance. You will assess clients, recommend life, disability, critical illness, and investment-linked policies, and build long-term relationships with a diverse client base.

The role offers hybrid work, professional development, and opportunities to grow into leadership positions within a dynamic advisory