Senior Financial Advisor

Placements24; East London; Hybrid; ZAR 600,000 - 900,000; Full time

Benefits offered by this job

Base + commission

Medical aid

PD development

Hybrid work

Career growth

Team support

Job summary

Placements24 in East London seeks a Senior Financial Advisor to deliver comprehensive financial planning services to individuals and families, building lasting client relationships in a trusted advisory role.

You will analyze needs, recommend investment, insurance, and retirement solutions, stay current with market developments, and collaborate with a supportive team in a hybrid work setting.

Qualifications

• Bachelor's degree in Finance, Business, Economics or related field.
• Certifications CFP, CFA, RE5 are required.
• Minimum of 5 years of experience in financial planning and advisory services.
• Proven track record of building and managing client relationships.
• In-depth knowledge of investment products, insurance and retirement planning.
• Excellent communication, negotiation and presentation skills.

Responsibilities

• Develop and implement personalized financial plans for clients, covering investment, retirement, estate planning, and insurance needs.
• Conduct thorough financial needs analyses and risk assessments for existing and prospective clients.
• Provide expert advice on investment strategies, market trends, and portfolio management.
• Manage client relationships, ensuring satisfaction and identifying opportunities for additional services.
• Stay current with financial regulations, market developments, and new financial products.
• Educate clients on financial concepts and strategies to empower their decision-making.

Education

Bachelor's degree in Finance, Business, Economics

CFP

CFA

RE5

Job description

About the Role

Our client is looking for a dedicated and client-focused Senior Financial Advisor to join their reputable practice in East London . This role involves providing comprehensive financial planning services to individuals and families, helping them achieve their long-term financial goals through personalized strategies. You will manage a portfolio of clients, conduct financial needs analyses, and recommend suitable investment, insurance, and retirement solutions within the banking and finance sector . The ideal candidate is a trusted advisor with excellent interpersonal skills, a deep understanding of financial markets, and a commitment to ethical client service, fostering lasting relationships in East London .

Key Responsibilities

• Develop and implement personalized financial plans for clients, covering investment, retirement, estate planning, and insurance needs.
• Conduct thorough financial needs analyses and risk assessments for existing and prospective clients.
• Provide expert advice on investment strategies, market trends, and portfolio management.
• Manage client relationships, ensuring satisfaction and identifying opportunities for additional services.
• Stay current with financial regulations, market developments, and new financial products.
• Educate clients on financial concepts and strategies to empower their decision-making.

Requirements

• Bachelor's degree in Finance, Business, Economics, or a related field.
• Relevant professional certifications (e.g., CFP, CFA, RE5) are required.
• Minimum of 5 years of experience in financial planning and advisory services.
• Proven track record of building and managing client relationships.
• In-depth knowledge of investment products, insurance, and retirement planning strategies.
• Excellent communication, negotiation, and presentation skills.

Benefits

• Competitive base salary plus commission and performance bonuses.
• Comprehensive medical aid and retirement planning support.
• Opportunities for continuous professional development and advanced certifications.
• Hybrid work model offering a balance between office-based collaboration and remote flexibility.
• Build a substantial client base and grow your career within the financial advisory field in East London .
• Supportive team environment with access to market research and financial planning tools.