Senior Financial Advisor

Insurance Zone; Johannesburg; Presencial; ZAR 600.000 - 900.000; Jornada completa

Descripción de la vacante

Insurance Zone in Johannesburg seeks a Senior Financial Advisor for a full-time, on-site role advising individuals and corporate clients on insurance, investments, retirement, and employee benefits. You will meet clients, assess financial needs, and present tailored plans in line with regulatory requirements.

You will review portfolios, recommend adjustments, document activities, and contribute to growth through business development, networking with brokers, and collaboration with internal and

Formación

• Candidates should possess strong skills in Financial Planning and Financial Advisory to design client-focused strategies.
• Solid Finance and Investments skills to analyze products, markets, and portfolios, and to provide suitable recommendations.
• Expertise in Retirement Planning to structure sustainable retirement solutions.
• Relevant professional qualifications and licenses (e.g., FAIS-compliant) are required.
• Proven experience in a senior advisory role, preferably within insurance, employee benefits, or wealth management.
• Excellent analytical, communication, and presentation skills, high ethical standards, and the ability to work both independently and collaboratively in a client-centric environment.
• Familiarity with local regulatory frameworks, financial planning tools, and CRM systems, is advantageous.

Responsabilidades

• Advise individual and corporate clients on comprehensive financial planning.
• Meet clients to assess financial needs and present tailored financial plans.
• Review existing portfolios and recommend adjustments to support long-term goals.
• Collaborate with internal teams and external partners, maintain accurate records.
• Engage in business development activities by identifying new prospects and networking with brokers.

Conocimientos

Financial Planning

Financial Advisory

Retirement Planning

Client acquisition

Ethical standards

Educación

Bachelor’s degree in Finance or related field

FAIS-compliant certifications or licenses

Herramientas

CRM systems

Descripción del empleo

Company Description

Insurance Zone is a trusted provider of short-term insurance and specialized financial planning services, focused on understanding and supporting the people behind every policy. With a strong heritage and commitment to the future, the company serves brokers, individuals, and businesses with tailored solutions across Life, Wealth, and Employee Benefits markets. Insurance Zone Employee Benefits (Pty) Ltd offers life insurance, investments, pension funds. As an affiliate of the Liberty Group and Liberty Corporate supporter, Insurance Zone works under reputable financial services licenses and provides advisors with a platform backed by recognized industry expertise. Team members join a professional environment focused on delivering peace of mind and long-term financial security to diverse clients.

Role Description

The Senior Financial Advisor is a full-time, on-site role based in the City of Johannesburg. This role is responsible for advising individual and corporate clients on comprehensive financial planning, including insurance, investments, retirement, and employee benefits solutions aligned with regulatory requirements and client objectives. Day-to-day activities include meeting clients to assess financial needs, preparing and presenting tailored financial plans, reviewing existing portfolios, and recommending adjustments to support long-term goals. The Senior Financial Advisor will collaborate with internal teams and external partners, maintain accurate records, stay current on market trends and product developments, and ensure ongoing client relationship management and retention. The role also involves business development activities, such as identifying new prospects, networking with brokers and organizations, and contributing to the growth of Insurance Zone’s financial advisory services.

Qualifications

• Candidates should possess strong skills in Financial Planning and Financial Advisory to design and implement comprehensive, client-focused strategies.
• Candidates should possess solid Finance and Investments skills to analyze products, markets, and portfolios, and to provide suitable recommendations.
• Candidates should possess expertise in Retirement Planning to structure sustainable retirement solutions and long-term income strategies.
• Relevant professional qualifications, such as a bachelor’s degree in Finance, Economics, Accounting, or a related field, and appropriate regulatory certifications or licenses (e.g., FAIS-compliant) are required.
• Proven experience in a senior advisory role, preferably within insurance, employee benefits, or wealth management, and a strong track record of client acquisition and retention is beneficial.
• Excellent analytical, communication, and presentation skills, high ethical standards, and the ability to work both independently and collaboratively in a client-centric environment are essential.
• Familiarity with local regulatory frameworks, financial planning tools, and CRM systems, as well as the ability to operate effectively within a structured, compliance-focused organization, is advantageous.