Remote Financial Advisor: Personal Wealth & Planning

Placements24; Richards Bay; Hybrid; ZAR 350,000 - 550,000; Full time

Benefits offered by this job

Commission structure

Fully remote

Advanced planning tools

Professional development

Supportive team

Job summary

Placements24 is assisting a client looking for a dedicated Financial Advisor ready to work fully remotely. You will build and manage a diverse portfolio, offering expert guidance on investments, retirement planning, insurance, and estate planning from a home office.

You will operate autonomously using digital tools to deliver tailored financial guidance and maintain strong client relationships, while ensuring compliance with regulations and company policies.

Qualifications

• CFP/NQF4 are required certifications.
• Proven experience as Financial Advisor with client acquisition.
• Strong knowledge of investments, retirement planning and estate planning.
• Proficiency with planning software and CRM systems.
• Remote work ability with self-motivation.

Responsibilities

• Develop and manage personalized financial plans for a diverse client base.
• Provide expert advice on investments, retirement planning, and wealth management.
• Conduct thorough risk assessments and recommend suitable insurance products.
• Monitor client portfolios and market trends, adjusting plans as needed.
• Build and maintain long-term client relationships with proactive communication and exceptional service.
• Ensure compliance with financial regulations and company policies.

Skills

CFP

NQF Level 4

Client acquisition

Communication

Relationship management

Tools

CRM systems

Financial planning software

Job description

Placements24 is assisting a client looking for a dedicated Financial Advisor ready to work fully remotely. You will build and manage a diverse portfolio, offering expert guidance on investments, retirement planning, insurance, and estate planning from a home office.

You will operate autonomously using digital tools to deliver tailored financial guidance and maintain strong client relationships, while ensuring compliance with regulations and company policies.