Lead Financial Advisor

Placements24; Rustenburg; On-site; ZAR 1,200,000 - 1,800,000; Full time

Benefits offered by this job

Health insurance

Retirement plan with company matching

Professional development opportunities

Paid time off

Job summary

Placements24 is recruiting a Lead Financial Advisor for their Rustenburg, North West office. The role focuses on guiding and mentoring a team of advisors while managing a portfolio of high-net-worth clients, delivering tailored financial plans and strategic investment guidance.

The ideal candidate will have leadership experience, deep market knowledge, and a proven ability to build trust with clients. On-site role with strong collaboration and client engagement opportunities within a reputable

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• CFP or CFA certifications highly desirable.
• Minimum of 8 years of experience in financial planning and advisory services.
• Proven track record of success in managing client relationships and growing a book of business.
• Strong knowledge of investment products, retirement planning, estate planning, and insurance solutions.
• Demonstrated leadership and team management experience.
• Excellent communication, interpersonal, and presentation skills.
• Proficiency in financial planning software and CRM systems.
• High ethical standards and a commitment to client advocacy.

Responsibilities

• Develop and implement comprehensive financial plans for individuals and families, covering investments, retirement, estate planning, and insurance.
• Provide expert investment advice and portfolio management services, aligning strategies with client goals and risk tolerance.
• Lead, train, and mentor a team of junior financial advisors, fostering a collaborative and high-performance environment.
• Conduct regular client reviews to assess progress towards financial goals and make necessary adjustments to strategies.
• Generate new business through networking, referrals, and proactive client outreach.
• Ensure compliance with all relevant financial regulations and industry standards.
• Stay updated on market trends, economic developments, and new financial products and services.
• Collaborate with other professionals, such as accountants and legal advisors, to provide holistic client solutions.

Skills

Leadership

Client relationships

Financial planning

Investment knowledge

Communication

Presentation

Mentoring

Strategic thinking

Education

Bachelor's degree in Finance/Economics/BA

CFP/CFA certifications

Tools

CRM systems

Financial planning software

Job description

About the Role

Our client, a well-established financial advisory firm in Rustenburg, North West , is seeking a highly experienced and client-focused Lead Financial Advisor to join their team. This role is crucial for guiding and mentoring a team of financial advisors while also managing a portfolio of high-net-worth clients. You will be responsible for developing personalized financial plans, offering strategic investment advice, and ensuring clients achieve their long-term financial objectives. The ideal candidate will possess exceptional leadership skills, a deep understanding of financial markets, and a proven ability to build trust and rapport with clients. As a critical member of our client's Banking & Finance division, you will contribute to the firm's reputation for excellence and client satisfaction. This is an on-site position, fostering strong team dynamics and direct client engagement. We are looking for a proactive professional committed to delivering superior financial guidance and fostering the growth of both clients and team members. The opportunity to lead and innovate within a reputable organization awaits.

Key Responsibilities

• Develop and implement comprehensive financial plans for individuals and families, covering investments, retirement, estate planning, and insurance.
• Provide expert investment advice and portfolio management services, aligning strategies with client goals and risk tolerance.
• Lead, train, and mentor a team of junior financial advisors, fostering a collaborative and high-performance environment.
• Conduct regular client reviews to assess progress towards financial goals and make necessary adjustments to strategies.
• Generate new business through networking, referrals, and proactive client outreach.
• Ensure compliance with all relevant financial regulations and industry standards.
• Stay updated on market trends, economic developments, and new financial products and services.
• Collaborate with other professionals, such as accountants and legal advisors, to provide holistic client solutions.

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Relevant professional certifications (e.g., CFP, CFA) are highly desirable.
• Minimum of 8 years of experience in financial planning and advisory services.
• Proven track record of success in managing client relationships and growing a book of business.
• Strong knowledge of investment products, retirement planning, estate planning, and insurance solutions.
• Demonstrated leadership and team management experience.
• Excellent communication, interpersonal, and presentation skills.
• Proficiency in financial planning software and CRM systems.
• High ethical standards and a commitment to client advocacy.

Benefits

Our client offers a competitive base salary along with a lucrative performance-based bonus structure. We provide comprehensive health, dental, and vision insurance, as well as a generous retirement savings plan with company matching. Opportunities for professional development, continuing education, and career advancement are actively encouraged. This role comes with significant client interaction and the chance to make a real difference in people's financial lives. We also offer paid time off and a supportive work environment focused on collaboration and mutual success. Join a firm committed to your growth and client satisfaction.