Remote Senior Financial Advisor - Wealth Management

Placements24; Klerksdorp; Hybrid; ZAR 900,000 - 1,500,000; Full time

Benefits offered by this job

Private medical insurance

Retirement fund

Remote work flexibility

Job summary

Placements24 is seeking an experienced Senior Financial Advisor to join a remote advisory team serving clients nationwide in South Africa. You will provide comprehensive wealth management, including investments, retirement and estate planning for high-net-worth clients.

The role emphasizes building long-term client relationships, proactive client acquisition, and collaboration with specialists. A CFP or equivalent qualification and 8+ years of experience are required, with a remote-first culture

Qualifications

• CFP or equivalent qualification is essential.
• 8+ years of experience as a Financial Advisor with wealth management focus.
• Strong knowledge of investments, retirement planning and risk management.
• Experience in remote work and using virtual collaboration tools.

Responsibilities

• Provide wealth management advice including investments, retirement and estate planning.
• Develop customized financial strategies aligned with client goals and risk profiles.
• Identify and cultivate new client relationships through networking and leads.
• Manage and grow a portfolio of high-net-worth clients with high satisfaction and retention.
• Conduct market research to stay informed on trends and opportunities.
• Prepare comprehensive financial plans and client presentations.
• Ensure compliance with financial regulations and industry standards.
• Collaborate with tax advisors and estate attorneys for holistic solutions.
• Utilize planning software and CRM to manage client data and progress.
• Mentor junior advisors within the remote team.

Skills

Wealth management

Financial planning

Client relations

Lead generation

Remote collaboration

Education

Bachelor's degree in Finance, Economics, Business, or related field

Tools

CRM systems

Financial planning software

Job description

About the Role

Our client, a distinguished financial services group, is seeking a highly accomplished and client-focused Senior Financial Advisor to join their expanding remote advisory team. This role is entirely remote, providing unparalleled flexibility to serve a national client base. You will be responsible for providing comprehensive wealth management advice, including investment planning, retirement planning, and estate planning, to high-net-worth individuals and families. The ideal candidate will possess a deep understanding of financial markets, investment products, and regulatory requirements. Building and nurturing long-term client relationships is paramount. This position demands excellent communication skills, a proactive approach to client acquisition, and the ability to deliver tailored financial solutions. As a remote-first organization, our client offers a robust digital platform, extensive research support, and a collaborative virtual environment to empower their advisors in serving clients across **South Africa**.

Key Responsibilities

• Provide expert financial planning and wealth management advice to clients, encompassing investments, retirement, insurance, and estate planning.
• Develop and implement customized financial strategies tailored to individual client goals and risk profiles.
• Proactively identify and cultivate new client relationships through networking and lead generation efforts.
• Manage and grow a portfolio of high-net-worth clients, ensuring high levels of satisfaction and retention.
• Conduct in-depth market research and analysis to stay abreast of economic trends and investment opportunities.
• Prepare comprehensive financial plans and presentations for clients.
• Ensure compliance with all relevant financial regulations and industry standards.
• Collaborate with specialists (e.g., tax advisors, estate attorneys) to provide holistic client solutions.
• Utilize financial planning software and CRM systems to manage client information and track progress.
• Mentor and guide junior financial advisors within the remote team.

Requirements

• Minimum of 8 years of experience as a Financial Advisor, with a strong focus on wealth management and financial planning.
• Proven track record of successfully managing a significant client portfolio and achieving sales targets.
• Comprehensive knowledge of investment vehicles, retirement planning strategies, and risk management.
• Relevant professional qualifications such as CFP (Certified Financial Planner) or equivalent is essential.
• Excellent communication, presentation, and interpersonal skills.
• Experience working remotely and adept at using virtual collaboration tools.
• Strong analytical and problem-solving abilities.
• Commitment to ethical conduct and client-centric service.
• Proficiency in financial planning software and CRM systems.
• Bachelor's degree in Finance, Economics, Business, or a related field.

Benefits

• This remote role offers a highly competitive salary, attractive commission and bonus structures, and a comprehensive benefits package including private medical insurance and a retirement fund.
• Our client invests in continuous professional development, offering access to advanced training and certifications.
• Enjoy the autonomy and flexibility of a remote career while being part of a leading, supportive financial advisory firm.