Senior Financial Advisor

SavageOne Pty Ltd; Johannesburg; On-site; ZAR 600,000 - 1,200,000; Full time

Benefits offered by this job

Competitive commission structure

Elite training & development

Career growth

Flexible work environment

Supportive culture

Job summary

SavageOne Pty Ltd is seeking a Senior Financial Advisor to lead bespoke wealth strategies for high-net-worth individuals and businesses. You will work directly with senior clients to craft tailored plans, managing both wealth and legacy with precision.

This is a leadership-forward role focused on delivering exceptional service and strategic insight. In this position you will develop investment portfolios, optimize tax efficiency, and coordinate estate and retirement planning.

Qualifications

• Proven track record of meeting/exceeding targets in last 12 months.
• Bachelor’s degree in Finance, Economics, Accounting or related field.
• CFP, RE5 or equivalent (preferred).
• Extensive experience as a Financial Advisor handling complex portfolios.
• Strong knowledge of advanced financial products, wealth management strategies, tax regulations and investment planning.
• Exceptional analytical abilities, communication skills, and ability to simplify complex financial concepts for clients.
• Proven ability to build long-term, trust-based client relationships.
• Familiarity with financial planning tools and software.

Responsibilities

• Engage with affluent clients to assess their financial needs, goals, and risk profiles.
• Develop and implement comprehensive financial strategies, including investment portfolios, tax efficiency, estate planning, insurance, and retirement planning.
• Provide expert guidance on wealth management and optimization, navigating complex market conditions with confidence.
• Regularly review and refine client portfolios, adapting to evolving financial goals and market shifts.
• Stay at the forefront of market trends, regulatory changes, and emerging financial products.
• Build and nurture long‑term client relationships, ensuring exceptional service and ongoing trust.
• Collaborate with internal teams to offer integrated, holistic financial solutions.
• Maintain rigorous compliance with industry standards and regulations.

Skills

Client relationship building

Analytical skills

Communication

Simplifying complex concepts

Education

Bachelor's degree in Finance or related field

Tools

Financial planning software

Job description

About the Role:

We are seeking a highly skilled and motivated Senior Financial Advisor to join an elite team focused on delivering exceptional financial guidance to high-net-worth individuals and businesses. This is a key leadership position where youll work directly with senior clients to craft bespoke financial strategies, managing both their wealth and legacy with precision and care. As a trusted advisor, you will be the cornerstone of your clients' financial success, offering tailored solutions that align with their long-term goals.

Key Responsibilities:

• Engage with affluent clients to assess their financial needs, goals, and risk profiles.
• Develop and implement comprehensive financial strategies, including investment portfolios, tax efficiency, estate planning, insurance, and retirement planning.
• Provide expert guidance on wealth management and optimization, navigating complex market conditions with confidence.
• Regularly review and refine client portfolios, adapting to evolving financial goals and market shifts.
• Stay at the forefront of market trends, regulatory changes, and emerging financial products.
• Build and nurture long‑term client relationships, ensuring exceptional service and ongoing trust.
• Collaborate with internal teams to offer integrated, holistic financial solutions.
• Maintain rigorous compliance with industry standards and regulations.

Requirements:

• Proven Track Record: A history of exceeding sales and performance targets (demonstrated over the last 12 months).
• Education: Bachelors degree in Finance, Economics, Accounting, or a related field.
• Certifications: CFP, RE5, or equivalent (preferred).
• Experience: Extensive experience as a Financial Advisor, with expertise in managing complex portfolios.
• Expertise: Strong knowledge of advanced financial products, wealth management strategies, tax regulations, and investment planning.
• Skills: Exceptional analytical abilities, communication skills, and a proven ability to simplify complex financial concepts for clients.
• Relationship Building: Demonstrated success in establishing and nurturing trust‑based, long‑term client relationships.
• Software Proficiency: Familiarity with financial planning tools and software.

What We Offer:

• Competitive Commission Structure: Attractive performance‑based rewards.
• Elite Training & Development: Access to industry‑leading training and ongoing professional development.
• Career Growth: Opportunities for leadership roles and career advancement.
• Flexible Work Environment: Autonomy with a collaborative team culture.
• Supportive Culture: Be part of a dynamic, high‑performing team that values integrity, excellence, and client‑first service.

If you are a highly-driven, results-oriented financial professional with the experience and mindset to serve top-tier clients, wed love to discuss this unique opportunity.