Senior Financial Advisor

Placements24; Randburg; Hybrid; ZAR 900,000 - 1,200,000; Full time

Benefits offered by this job

Commission potential

Medical aid

Retirement planning

Professional development

Hybrid work model

HNWI client exposure

Supportive team

Job summary

Placements24 in Randburg, Gauteng seeks a Senior Financial Advisor to deliver comprehensive financial planning and investment guidance to affluent clients. You will help clients achieve long-term goals through tailored wealth strategies, retirement planning and risk management.

The role emphasizes building trusted relationships, ethical conduct, and collaboration with tax and legal specialists to provide holistic advice. A strong track record and CFP certification are preferred.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• CFP (Certified Financial Planner) qualification is essential.
• Minimum of 5 years of experience in financial planning/advisory roles.
• Proven track record of client relationships and meeting sales targets.
• In-depth knowledge of investment products, markets, and retirement planning.
• Strong analytical, problem-solving and decision-making skills.
• Excellent communication, interpersonal, and presentation abilities.
• High ethical standards and client-first approach.
• Proficiency with financial planning software.

Responsibilities

• Develop and implement personalized financial plans for clients including investments, retirement and estate planning.
• Analyze client financials, risk tolerance and goals to recommend suitable investments.
• Manage client portfolios, monitor performance and provide regular reviews.
• Identify and pursue new business to grow the client base.
• Maintain understanding of markets, products and regulatory requirements.
• Build and maintain long-lasting client relationships based on trust and service.
• Ensure compliance with regulations and company policies.
• Stay updated on wealth management trends and developments.
• Collaborate with specialists (tax, legal) to deliver holistic advice.

Skills

Client relationship management

Investment product knowledge

Analytical skills

Communication skills

Ethical standards

Education

Bachelor's degree in Finance/Economics/Business Admin or related

CFP (Certified Financial Planner)

Tools

Financial planning software

Job description

About the Role

Our client, a prestigious wealth management firm operating in the bustling financial district of Randburg , Gauteng, is seeking a highly motivated and experienced Senior Financial Advisor. This role focuses on providing comprehensive financial planning and investment advice to a discerning clientele, helping them achieve their long-term financial goals. The ideal candidate will possess exceptional client relationship management skills, a deep understanding of investment products, and a strong ethical compass. You will be instrumental in building and nurturing client trust, offering tailored strategies for wealth accumulation, retirement planning, and risk management. This is an outstanding career opportunity to operate within a reputable organization in Randburg and make a significant impact on clients' financial well-being. We are committed to fostering financial security and prosperity for our clients, and this role is central to that mission. The position requires a proactive approach to client engagement and a dedication to providing personalized financial solutions. Successful candidates will be adept at navigating complex financial landscapes and offering clear, actionable advice.

Key Responsibilities

• Develop and implement personalized financial plans for clients, including investment, retirement, and estate planning.


• Analyze clients' financial situations, risk tolerance, and goals to recommend suitable investment strategies.


• Manage client portfolios, monitor performance, and provide regular reviews and updates.


• Identify and pursue new business opportunities to expand the client base.


• Maintain a deep understanding of financial markets, investment products, and relevant regulations.


• Build and maintain strong, long-lasting client relationships based on trust and exceptional service.


• Ensure compliance with all regulatory requirements and company policies.


• Stay abreast of industry trends and developments in wealth management.


• Collaborate with other specialists (e.g., tax advisors, legal professionals) to provide holistic advice.

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.


• Relevant professional qualifications such as CFP (Certified Financial Planner) are essential.


• Minimum of 5 years of experience in financial planning and advisory roles.


• Proven track record of successfully managing client relationships and achieving sales targets.


• In-depth knowledge of investment products, financial markets, and retirement planning strategies.


• Strong analytical, problem-solving, and decision-making skills.


• Excellent communication, interpersonal, and presentation skills.


• High ethical standards and commitment to client best interests.


• Proficiency in financial planning software.

Benefits

• Highly competitive commission structure and potential for significant earnings.


• Comprehensive benefits package including medical aid and retirement planning.


• Ongoing professional development and training opportunities.


• A hybrid work model providing flexibility.


• Opportunity to work with a high-net-worth clientele in Randburg.


• Supportive team environment and access to cutting-edge resources.