Senior Financial Advisor

Placements24; Benoni; On-site; ZAR 600,000 - 900,000; Full time

Benefits offered by this job

Commission

Medical insurance

Dental plan

Vision coverage

Continuing education

Job summary

Placements24 seeks an experienced Senior Financial Advisor in Benoni to deliver comprehensive financial planning services for high-net-worth individuals and families in Gauteng. You will lead wealth management initiatives, coordinate investment strategies, retirement planning, and tax considerations, while building lasting client relationships.

The role emphasizes client-focused service, deep market knowledge, and ongoing collaboration with a reputable financial institution to drive long-term

Qualifications

• Bachelor's degree required; CFP certification or equivalent highly preferred.
• Extensive experience as a Financial Advisor with proven success.
• Strong knowledge of financial planning, investment strategies, and tax laws.
• Excellent communication, interpersonal, and client relationship skills.
• Ability to analyze complex financial situations and provide clear, actionable advice.

Responsibilities

• Develop and implement personalized financial plans for clients, including investment, retirement, and estate planning.
• Conduct thorough financial needs analysis and risk assessment for clients.
• Provide expert advice on investment products, insurance, and other financial instruments.
• Manage client portfolios, monitor performance, and make necessary adjustments.
• Cultivate and maintain long-term relationships with clients.
• Stay abreast of market trends, economic developments, and regulatory changes affecting financial planning.

Skills

Financial planning

Investment strategies

Tax laws

Client relationship management

Needs analysis

Risk assessment

Communication

Education

Bachelor's degree

CFP certification or equivalent

Job description

About the Role

Our client is seeking an experienced and client-focused Senior Financial Advisor to join their established practice in Benoni . You will be responsible for providing comprehensive financial planning services to high-net-worth individuals and families in the Gauteng region. This role requires a deep understanding of investment strategies, retirement planning, and wealth management. It is an excellent opportunity to leverage your expertise and build long-term client relationships within a reputable financial institution.

Key Responsibilities

• Develop and implement personalized financial plans for clients, including investment, retirement, and estate planning.
• Conduct thorough financial needs analysis and risk assessment for clients.
• Provide expert advice on investment products, insurance, and other financial instruments.
• Manage client portfolios, monitor performance, and make necessary adjustments.
• Cultivate and maintain strong, long-term relationships with clients.
• Stay abreast of market trends, economic developments, and regulatory changes affecting financial planning.

Requirements

• Relevant Bachelor's degree; CFP certification or equivalent is highly preferred.
• Extensive experience as a Financial Advisor, with a proven track record of success.
• Strong knowledge of financial planning principles, investment strategies, and tax laws.
• Excellent communication, interpersonal, and client relationship management skills.
• Ability to analyze complex financial situations and provide clear, actionable advice.

Benefits

• Highly competitive salary and generous performance-based commissions.
• Comprehensive medical, dental, and vision benefits.
• Opportunities for advanced professional development and continuing education.
• Supportive team environment and access to cutting-edge financial planning tools.
• Build a successful career advising clients in Benoni and surrounding areas.