Senior Financial Adviser (National Opportunities - Across All Regions)

Travelbyinvestec; Gauteng; On-site; ZAR 600 000 - 800 000; Full time

Job summary

A leading financial advisory firm in South Africa is looking for a financial advisor to provide tailored financial advice to private clients. This role focuses on building sustainable client relationships and delivering holistic financial planning. Candidates should have relevant qualifications, significant experience in financial services, and excellent interpersonal skills. The firm values a dynamic and energetic approach to client service.

Qualifications

• Five to seven years of experience in financial services, preferably in financial or legal advice.
• Understanding of long-term insurance markets.
• Knowledge of income tax and estate duty legislation.

Responsibilities

• Providing financial advice to private clients per guidelines.
• Holistic financial planning including risk analysis.
• Building and managing a financial advisory practice.

Skills

Client service orientation

Excellent interpersonal skills

Relationship building

Ability to close a deal

Education

Relevant tertiary qualification

CFP preferred

Job description

Overview

OverviewDescription of the roleThis role offers an opportunity to build a financial advisory career dealing with our current or newly acquired private clients as part of a broader offering across our leading Private Bank and Wealth and Investment businesses.The purpose of this role is to deliver tailored professional financial advice, planning, and products that align with the unique needs of both new and existing clients, reflecting Investec's commitment to personalisation and excellence.

You will be responsible for cultivating sustainable, high-quality business in line with our strategic objectives.

The aim is to build and maintain long-term relationships with clients, as this entrenches the Investec value proposition and offers ongoing opportunities for advice and sales.

Your efforts will contribute to clients receiving advice throughout their financial journey including estate planning, retirement and investment planning.

You will be enabled by our culture, strong brand, value proposition and product offerings.

Key Responsibilities

• Providing financial advice to private clients in accordance with FAIS legislation and Investec's professional financial advice guidelines.
• Offering holistic financial planning, including analysis of the client's financial affairs, risk analysis, pre‑ and post‑retirement planning, and intergenerational wealth planning.
• Developing a financial plan for the client and solutioning for the client using Investec's life insurance and investment products.
• Ensuring proper record‑keeping of advice is maintained.
• Building and managing a financial advisory practice by regularly engaging with clients as they build their wealth and as their needs change.
• Showcasing the Investec investment and life insurance offering to new and existing clients as part of the holistic private client value proposition.
• Building and maintaining close relationships with Private Bankers to provide a consistent and coordinated client experience.
• Performing annual financial reviews with clients.
• Playing a strategic role in the development and delivery of private client initiatives across the regions in which Investec operates.
• Supporting the development of junior advisers working directly with you, as well as part of the broader advisory team.
• Ensuring credibility within Investec and with clients through professionalism and demonstration of expertise.
• Always operating within the Private Bank business strategies and Investec's brand guidelines.

Experience, Skill and Capability

• Relevant tertiary qualification and CFP preferred.
• Five to seven years of experience in financial services, preferably in financial advice or legal advice positions.
• Understanding of long‑term insurance business and markets.
• Knowledge and understanding of the relevant income tax and estate duty legislation.
• Sound experience with financial planning processes.
• Ensuring that core financial planning competencies are maintained through continuous training and development.
• Client service oriented.
• Excellent interpersonal skills.
• Relationship building and networking.
• Ability to organise, prioritise and work under pressure.
• Team player.
• Self‑starter.
• Ability to close a deal.

Investec Culture

At Investec we look for dynamic, energetic people filled with tenacity, integrity and out‑of‑the‑ordinary thinking. We value individuals who, in turn, value our culture, i.e., a can‑do attitude while challenging convention. Diversity, competency, and flexible leadership are respected in pursuit of the growth of our business.