Remote Senior Financial Advisor

Placements24; Bloemfontein; Hybrid; ZAR 600,000 - 900,000; Full time

Benefits offered by this job

Commission plan

Remote work

Medical benefits

Retirement plan

Professional development

Job summary

Placements24 seeks a seasoned Senior Financial Advisor for a fully remote role in South Africa. You will build and manage a diverse client portfolio, delivering expert financial planning and tailored wealth strategies. The position emphasizes autonomy, excellent client service, and virtual engagement to meet clients’ goals.

The ideal candidate has at least 5 years in financial advisory, CFP/RE1 credentials, and strong know‑how in investments, retirement, and insurance solutions.

Qualifications

• Requires CFP or RE1 credentials.
• Minimum 5 years in financial advisory or wealth management.
• Proven track record in client relationships and sales targets.
• Strong knowledge of investments, markets, and insurance products.

Responsibilities

• Develop and maintain long-term client relationships and portfolios.
• Provide comprehensive financial planning including investments, retirement, risk and estate planning.
• Analyze client situations and recommend suitable financial products.
• Conduct regular virtual meetings to review performance and adjust strategies.

Skills

Client engagement

Communication skills

CRM proficiency

Education

CFP certification

RE1 license

Tools

CRM systems

Financial planning software

Job description

About the Role

Our client is seeking a seasoned and client-focused Senior Financial Advisor to join their growing, remote-based financial planning team. This role involves building and managing a diverse client portfolio, providing expert financial advice, and developing tailored wealth management strategies. You will leverage technology to connect with clients virtually, understand their financial goals, and recommend suitable investment, retirement, and insurance solutions. The ideal candidate is passionate about helping individuals achieve financial security and thrives in a remote setting that emphasizes autonomy and excellent client service. This position is perfect for an experienced advisor looking for the freedom and flexibility of a remote career.

Key Responsibilities

• Develop and maintain long-term relationships with a portfolio of clients, understanding their financial needs and objectives.
• Provide comprehensive financial planning advice, including investment strategies, retirement planning, risk management, and estate planning.
• Analyze client financial situations and recommend appropriate financial products and services.
• Conduct regular virtual client meetings to review portfolio performance and adjust strategies as needed.
• Stay current with market trends, financial products, and regulatory changes affecting wealth management.
• Ensure all client interactions and recommendations comply with industry regulations and company policies.

Requirements

• Relevant financial planning qualifications and licenses (e.g., CFP, RE1).
• A minimum of 5 years of experience in financial advisory or wealth management.
• Proven track record of successfully managing client relationships and achieving sales targets.
• Strong understanding of investment principles, financial markets, and insurance products.
• Excellent communication, interpersonal, and virtual client engagement skills.
• Proficiency with financial planning software and CRM systems for remote client management.

Benefits

• Highly attractive commission structure and competitive base salary.
• Fully remote position offering significant work-life flexibility.
• Comprehensive benefits package, including medical and retirement planning support.
• Access to state-of-the-art financial planning tools and resources.
• Ongoing professional development and training opportunities.