Kimberley-Based Senior Wealth & Insurance Advisor (HNW)

Placements24; Noord-Kaap; On-site; ZAR 600,000 - 1,200,000; Full time

Benefits offered by this job

Commission structure

Retainer potential

Performance bonuses

Medical aid

Provident fund

Professional development

Job summary

Placements24 is seeking a Senior Financial Advisor based in Kimberley, Northern Cape, to manage a high-net-worth client portfolio with wealth management and insurance solutions. You will deliver tailored financial plans, advise on investments and insurance, and drive client growth and retention.

Ideal candidates have 5+ years in financial advisory, CFP desirable, and strong skills in communication, analysis, and regulatory compliance.

Qualifications

• A tertiary qualification in Finance, Economics, Commerce, or related field.
• CFP certification is highly desirable.
• 5+ years as a Financial Advisor, with wealth management and insurance focus.
• Proven track record of client acquisition and retention.
• In-depth knowledge of investment products, financial planning techniques, and insurance solutions.
• Excellent communication, interpersonal, and presentation skills.
• Adherence to FAIS and regulatory requirements.
• Proficiency in financial planning software and CRM systems.

Responsibilities

• Develop personalized financial plans for investments, retirement, and insurance.
• Cultivate new client relationships through networking and referrals.
• Manage and grow a portfolio of high-net-worth clients.
• Advise on life, disability, and income protection products.
• Conduct risk assessments and recommend strategies and products.
• Stay informed about market trends and regulatory changes.
• Ensure compliance with applicable regulations and ethics.
• Collaborate with specialists to provide holistic financial solutions.
• Maintain accurate client records and documentation.

Skills

Communication

Interpersonal skills

Presentation skills

Analytical thinking

Problem solving

Ethical standards

Education

Finance degree

Economics degree

Commerce degree

Tools

Financial planning software

CRM systems

Job description

Placements24 is seeking a Senior Financial Advisor based in Kimberley, Northern Cape, to manage a high-net-worth client portfolio with wealth management and insurance solutions. You will deliver tailored financial plans, advise on investments and insurance, and drive client growth and retention.

Ideal candidates have 5+ years in financial advisory, CFP desirable, and strong skills in communication, analysis, and regulatory compliance.