Senior Financial Advisor

Placements24; Bloemfontein; On-site; ZAR 600,000 - 1,200,000; Full time

Benefits offered by this job

Medical aid

Retirement fund

Group life assurance

Professional development

Client meeting facilities

Job summary

Placements24 in Bloemfontein seeks a Senior Financial Advisor to deliver holistic financial planning, including investments, retirement, and insurance for high-net-worth clients. You will translate client goals into personalized strategies and build lasting relationships grounded in trust and service excellence.

You will work with a respected team in the heart of the Free State, with opportunities for ongoing professional development and a rewards package reflecting your experience and impact.

Qualifications

• Minimum of 5 years experience as a Financial Advisor.
• CFP or Post-graduate Diploma in Financial Planning is essential.
• Deep knowledge of investments, retirement planning, and insurance products.
• Strong client relationship management and communication skills.
• High ethical standards and fiduciary duty.

Responsibilities

• Conduct in-depth financial needs analysis for clients and identify goals.
• Develop and present tailored financial plans for investments, retirement, and estate planning.
• Provide expert advice on a wide range of financial products and vehicles.
• Build and maintain relationships with a portfolio of high-net-worth clients.
• Stay updated on market trends, economic conditions, and regulatory changes.
• Collaborate with accountants and lawyers to ensure holistic solutions.

Skills

Financial planning

Client relations

Investment knowledge

Communication skills

Ethical standards

Education

CFP / Post-graduate Diploma in Financial Planning

Job description

About the Role

Our client is seeking a highly accomplished and client-focused Senior Financial Advisor to join their esteemed practice in Bloemfontein. This role involves providing comprehensive financial planning services, including investment management, retirement planning, and insurance solutions, to a discerning clientele. You will leverage your expertise to understand client goals, develop personalized financial strategies, and build long-term relationships based on trust and exceptional service. The ideal candidate is passionate about helping individuals achieve their financial aspirations and possesses a deep understanding of financial markets and products. This is an excellent opportunity to advance your career within a reputable firm located in the heart of the Free State province.

Key Responsibilities

• Conduct in-depth financial needs analysis for clients, identifying short-term and long-term goals.
• Develop and present tailored financial plans covering investments, retirement, insurance, and estate planning.
• Provide expert advice on a wide range of financial products and investment vehicles.
• Build and maintain strong, long-lasting relationships with a portfolio of high-net-worth clients.
• Stay abreast of market trends, economic conditions, and regulatory changes affecting financial planning.
• Collaborate with other professionals (e.g., accountants, lawyers) to ensure holistic client solutions.

Requirements

• Minimum of 5 years of experience as a Financial Advisor, with a strong focus on comprehensive planning.
• Proven track record of successfully managing client portfolios and achieving financial objectives.
• Relevant professional qualifications (e.g., CFP, Post-graduate Diploma in Financial Planning) are essential.
• Deep knowledge of investment strategies, retirement planning, and various insurance products.
• Exceptional client relationship management and communication skills.
• Strong ethical standards and a commitment to fiduciary duty.

Benefits

• Competitive base salary with attractive commission structure and bonuses.
• Comprehensive medical aid, retirement fund, and group life assurance.
• Significant opportunities for professional development and continuous learning.
• A prestigious office location in Bloemfontein with dedicated client meeting facilities.
• Supportive team environment focused on client success and professional excellence.