Remote Wealth Advisor - Personalized Financial Planning

Placements24; South Africa; Remote; ZAR 250,000 - 700,000; Full time

Benefits offered by this job

Commission-based salary

Medical aid

Remote work

Financial planning software access

National client reach

Job summary

Placements24 is seeking a dedicated Remote Financial Advisor to join their expanding team, working entirely from home. You will provide expert financial planning and investment guidance to clients nationwide, all from your home office.

This role emphasizes client-centric service, regulatory compliance, and building lasting relationships across South Africa. Requirements include a Bachelor's degree in related field, CFP or similar certification preferred, and at least three years of remote wealth

Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
• CFP or NQF Level 5 professional certifications are highly desirable.
• Minimum of 3 years of experience in financial advising or wealth management.
• Strong knowledge of investment products, financial planning strategies, and regulatory frameworks.
• Excellent communication and client relationship management skills.
• Proven ability to work remotely and manage a client portfolio.

Responsibilities

• Develop comprehensive financial plans tailored to client needs and risk tolerance.
• Provide expert advice on investments, retirement planning, insurance, and estate planning.
• Research and recommend suitable financial products and investment vehicles.
• Build and maintain strong, long-term relationships with clients through regular communication.
• Stay up‑to‑date with market trends, financial products, and regulatory changes.
• Ensure all advice and recommendations comply with industry regulations and company policies.

Skills

Financial planning

Investment advisory

Client relationship management

Remote work

Regulatory compliance

Communication

Education

Bachelor's degree in Finance/Economics/Business Administration

CFP or NQF Level 5 certification

Job description

Placements24 is seeking a dedicated Remote Financial Advisor to join their expanding team, working entirely from home. You will provide expert financial planning and investment guidance to clients nationwide, all from your home office.

This role emphasizes client-centric service, regulatory compliance, and building lasting relationships across South Africa. Requirements include a Bachelor's degree in related field, CFP or similar certification preferred, and at least three years of remote wealth