Launch Your Financial Advisory Career

Old Mutual Life Assurance Company; South Africa; Remote; ZAR 900,000 - 1,300,000; Full time

Benefits offered by this job

Competitive base salary

Performance bonus

Medical insurance

Remote work from anywhere

Education support

Job summary

Old Mutual Life Assurance Company is seeking a seasoned Senior Financial Advisor to manage a high-net-worth portfolio remotely across South Africa. You will deliver advanced financial planning, investment management, and wealth preservation strategies from a flexible, fully remote setup.

The role emphasizes deep client relationships, opportunity identification, and achievement of ambitious goals. Success requires 8+ years in wealth management, strong communication, and proficiency with planning

Qualifications

• Bachelor's degree required; MBA/ CFP desirable.
• 8+ years of proven experience in financial advisory, wealth management, or investment management.
• Demonstrated success in managing HNW client portfolios and achieving sales targets.
• In-depth knowledge of investment products, financial planning tools, and estate planning principles.

Responsibilities

• Develop and implement comprehensive, personalized financial plans for affluent clients.
• Provide expert advice on investment strategies, portfolio construction, and asset allocation.
• Conduct thorough client needs analysis and risk tolerance assessments.
• Manage client relationships proactively, ensuring satisfaction and retention.
• Source new business opportunities and expand the client base through professional networking and referrals.
• Stay informed about market trends, economic conditions, and financial regulations impacting wealth management.

Skills

Financial planning

Client relationship management

Communication skills

Remote client engagement

Sales orientation

Education

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

MBA or CFP desirable

Tools

Financial planning software

CRM systems

Job description

Our client is seeking an experienced and highly accomplished Senior Financial Advisor to join their wealth management division, offering a fully remote work arrangement. This role involves managing a portfolio of high-net-worth clients, providing sophisticated financial planning, investment management, and wealth preservation strategies. You will be responsible for deepening client relationships, identifying new opportunities, and ensuring clients' financial goals are met or exceeded. This is an exceptional opportunity for a seasoned professional to operate with autonomy and flexibility, serving clients across South Africa from a remote location.

About the Role

Our client is seeking an experienced and highly accomplished Senior Financial Advisor to join their wealth management division, offering a fully remote work arrangement. This role involves managing a portfolio of high-net-worth clients, providing sophisticated financial planning, investment management, and wealth preservation strategies. You will be responsible for deepening client relationships, identifying new opportunities, and ensuring clients' financial goals are met or exceeded. This is an exceptional opportunity for a seasoned professional to operate with autonomy and flexibility, serving clients across South Africa from a remote location.

Key Responsibilities

• Develop and implement comprehensive, personalized financial plans for affluent clients.
• Provide expert advice on investment strategies, portfolio construction, and asset allocation.
• Conduct thorough client needs analysis and risk tolerance assessments.
• Manage client relationships proactively, ensuring satisfaction and retention.
• Source new business opportunities and expand the client base through professional networking and referrals.
• Stay informed about market trends, economic conditions, and financial regulations impacting wealth management.

Requirements

• Bachelor's degree in Finance, Economics, Business, or a related field; MBA or CFP highly desirable.
• A minimum of 8 years of proven experience in financial advisory, wealth management, or investment management.
• Demonstrated success in managing HNW client portfolios and achieving sales targets.
• In-depth knowledge of investment products, financial planning tools, and estate planning principles.
• Excellent communication, presentation, and interpersonal skills, crucial for remote client engagement.

Benefits

• A highly competitive base salary coupled with an attractive, performance‑driven bonus structure.
• Comprehensive medical, dental, and vision insurance plans.
• Generous support for continuing education and professional development.
• The ultimate flexibility of a fully remote role, allowing you to work from anywhere.
• Access to cutting‑edge technology and research resources to support client service excellence.

Our client is seeking a dedicated and client‑focused Remote Financial Advisor to provide expert financial planning services to a diverse clientele. This role is essential for guiding individuals and families toward their financial goals through personalized strategies. Operating remotely, you will conduct virtual consultations, develop tailored financial plans, and manage investment portfolios to meet client objectives. This position is ideal for a skilled professional who excels at building trust and delivering exceptional financial guidance in a remote setting, serving clients nationwide within the Banking & Finance sector.

About the Role

Our client is seeking a dedicated and client‑focused Remote Financial Advisor to provide expert financial planning services to a diverse clientele. This role is essential for guiding individuals and families toward their financial goals through personalized strategies. Operating remotely, you will conduct virtual consultations, develop tailored financial plans, and manage investment portfolios to meet client objectives. This position is ideal for a skilled professional who excels at building trust and delivering exceptional financial guidance in a remote setting, serving clients nationwide within the Banking & Finance sector.

Key Responsibilities

• Conduct comprehensive financial needs analyses with clients through virtual meetings.
• Develop, present, and implement personalized financial plans encompassing retirement planning, investment management, insurance, and estate planning.
• Monitor client portfolios, making adjustments as necessary to align with market conditions and client goals.
• Educate clients on financial concepts, strategies, and investment options.
• Build and maintain strong, long‑term client relationships based on trust and exceptional service.
• Ensure compliance with all regulatory requirements and company policies relevant to financial advising.

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related field. Relevant certifications such as CFP, ChFC, or equivalent are highly desirable.
• Proven experience (3+ years) as a Financial Advisor or Financial Planner, with a strong understanding of investment products and financial planning strategies.
• Excellent communication, interpersonal, and presentation skills, with the ability to connect with clients virtually.
• Proficiency with financial planning software and CRM systems.
• Strong ethical standards and commitment to acting in the best interest of the client.
• Ability to work autonomously and manage a client base effectively in a remote environment.

Benefits

• Competitive salary with an attractive commission and bonus structure tied to client success.
• Flexibility of a fully remote work arrangement, allowing for excellent work‑life balance.
• Access to industry‑leading financial planning tools and resources.
• Opportunities for professional growth and career advancement within the Banking & Finance field.
• Supportive team environment and mentorship from experienced professionals.

Our client is seeking a dedicated and skilled