Investment Planning Advisor — Client-First Wealth Guidance

Placements24; Upington; Hybrid; ZAR 250,000 - 500,000; Full time

Benefits offered by this job

Medical aid

Retirement fund

Performance bonuses

Career development

Job summary

Placements24 in Upington, Northern Cape, seeks a client-focused Financial Advisor specializing in Investment Planning. You will help clients achieve financial goals through personalized advice, planning, and product recommendations, with a strong emphasis on ethical service and regulatory compliance.

The ideal candidate has a finance degree, relevant qualifications (CFP/RE5 preferred), at least two years of advisory experience, and excellent communication skills.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or a related field.
• Relevant professional qualification (e.g., CFP, RE5) is highly advantageous.
• Minimum of 2 years' experience in financial advisory or investment planning.
• Understanding of client needs to develop suitable financial solutions.
• Proficiency with financial planning software and CRM systems.

Responsibilities

• Assess clients' financial situations, goals, risk tolerance, and investment objectives.
• Develop comprehensive financial plans and investment strategies.
• Recommend investment products including equities, fixed income, and unit trusts.
• Educate clients on investment principles and market dynamics.
• Monitor portfolios and provide regular reviews.
• Build long-term client relationships through proactive communication.
• Ensure advice complies with regulatory and ethical standards.
• Stay informed on market trends and new investment products.
• Generate new business through referrals and client acquisition.
• Maintain accurate client records and process transactions.

Skills

Client focus

Excellent communication

Analytical skills

Understanding of investment products

CRM proficiency

Education

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

Tools

Financial planning software

CRM systems

Job description

Placements24 in Upington, Northern Cape, seeks a client-focused Financial Advisor specializing in Investment Planning. You will help clients achieve financial goals through personalized advice, planning, and product recommendations, with a strong emphasis on ethical service and regulatory compliance.

The ideal candidate has a finance degree, relevant qualifications (CFP/RE5 preferred), at least two years of advisory experience, and excellent communication skills.