Paraplanner: Grow With Senior Financial Planners

Bdo South Africa; South Africa; On-site; ZAR 300,000 - 600,000; Full time

Benefits offered by this job

Competitive base salary

Commission/bonus structure

Medical and retirement benefits

Career advancement and professional开发?

Job summary

Bdo South Africa is recruiting a dedicated Financial Advisor for its Soweto, Gauteng office. This full-time, client-facing role focuses on delivering personalised financial advice and comprehensive plans for individuals and families.

You will assess needs, develop investments, retirement and estate strategies, and recommend suitable products while building long-term client relationships. Strong ethics, clear communication, and a passion for helping clients secure their financial future are

Qualifications

• Minimum 3 years of experience as a Financial Advisor or similar client-facing role.
• Degree in Finance, Economics, Business Administration, or related field; RE5 certification essential.
• Proven ability to build client relationships and meet sales goals.
• Strong knowledge of financial planning, investments, insurance, and retirement planning.
• Excellent communication and presentation skills.
• Ethical standards and client-focused approach.

Responsibilities

• Assess clients' financial situations, needs, and objectives.
• Develop personalized financial plans covering investments, retirement, insurance, and estate planning.
• Recommend appropriate financial products based on goals and risk tolerance.
• Build and maintain long-term client relationships with regular reviews.
• Stay updated on market trends, products, and regulatory changes.
• Ensure compliance with regulations and company policies.
• Generate leads and prospect for new clients.
• Prepare financial analysis reports and client presentations.
• Educate clients on financial concepts and strategies.
• Meet and exceed sales targets and client service expectations.

Skills

Client relationship building

Sales targets

Communication skills

Financial planning

Education

Bachelor's degree in Finance, Economics, Business Administration

RE5 certification

Tools

Financial planning software

Job description

About the Role

Our client, a reputable financial planning firm, is seeking a dedicated and client-focused Financial Advisor to join their team in Soweto, Gauteng. This is a full-time, office-based role where you will be instrumental in helping individuals and families achieve their financial goals. The Financial Advisor will be responsible for providing personalized financial advice, developing comprehensive financial plans, and recommending suitable investment, insurance, and retirement solutions. You will build and maintain strong client relationships, conduct needs assessments, and ensure client satisfaction. This role requires excellent communication and interpersonal skills, a deep understanding of financial products, and a commitment to ethical conduct. Your passion for helping others secure their financial future will be key to your success in this rewarding position.

Key Responsibilities

• Assess clients' financial situations, needs, and objectives.
• Develop personalized financial plans covering investments, retirement, insurance, and estate planning.
• Recommend appropriate financial products and services based on client goals and risk tolerance.
• Build and maintain long-term relationships with clients through regular communication and reviews.
• Stay up-to-date on market trends, financial products, and regulatory changes.
• Ensure compliance with all relevant financial regulations and company policies.
• Generate leads and prospect for new clients.
• Prepare financial analysis reports and presentations for clients.
• Educate clients on financial concepts and strategies.
• Meet and exceed sales targets and client service expectations.

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related field. Relevant industry certifications (e.g., RE5) are essential.
• Minimum of 3 years of experience as a Financial Advisor or in a similar client-facing financial role.
• Proven track record of building client relationships and achieving sales goals.
• Strong knowledge of financial planning principles, investment products, insurance, and retirement planning.
• Excellent communication, interpersonal, and presentation skills.
• High ethical standards and a commitment to client best interests.
• Proficiency in financial planning software is desirable.
• Ability to work effectively within a team and independently in an office environment.
• Passion for personal finance and helping clients achieve their goals.

Benefits

• Competitive base salary plus commission/bonus structure.
• Comprehensive medical and retirement benefits.
• Opportunities for career advancement and professional development.
• Extensive training and support from a leading financial planning firm.
• Regular client interaction and a stable client base.
• Positive and supportive work culture.
• Opportunity to make a meaningful impact on clients' lives.
• Office located in Soweto.