Remote Financial Advisor: Build Wealth & Secure Futures

Placements24; Upington; Hybride; ZAR 420 000 - 640 000; Plein temps

Avantages offerts par ce poste

Commission and bonus structure

Medical aid and retirement fund

Career development opportunities

Remote-friendly with virtual tools

Résumé du poste

Placements24 is sourcing a Financial Advisor in Upington, Northern Cape. You will provide investment and insurance guidance, build personalized plans, and support clients to reach financial goals.

The role emphasizes client-centric service, regulatory compliance, and ongoing relationship management in a dynamic environment. The position offers opportunities for professional growth, competitive pay with commission and bonus, and exposure to a range of investment vehicles and risk-management

Qualifications

• Relevant tertiary qualification in Finance or related field.
• Industry licenses (RE 1, FAIS, CFP) are highly preferred.
• 3–5 years experience in financial advisory, investment or insurance.
• Strong knowledge of investments and insurance products.

Responsabilités

• Conduct needs analyses, assess goals, risk and current finances.
• Develop personalized financial plans with investments and insurance.
• Educate clients on products, features, benefits and risks.
• Facilitate sales of investments and insurance policies.
• Build lasting client relationships and provide ongoing guidance.
• Stay updated on market trends and regulatory changes.
• Ensure compliance with regulations and company policies.
• Generate client leads and maintain accurate records.
• Continuously enhance knowledge through training.

Connaissances

Communication skills

Interpersonal skills

Presentation skills

Analytical thinking

Problem solving

Self-motivated

Formation

BCom or BBusSc in Finance/Economics

RE 1, FAIS accreditation, CFP designation

Outils

CRM systems

Financial planning software

Description du poste

Placements24 is sourcing a Financial Advisor in Upington, Northern Cape. You will provide investment and insurance guidance, build personalized plans, and support clients to reach financial goals.

The role emphasizes client-centric service, regulatory compliance, and ongoing relationship management in a dynamic environment. The position offers opportunities for professional growth, competitive pay with commission and bonus, and exposure to a range of investment vehicles and risk-management