Senior Financial Advisor

Placements24; Randburg; Hybrid; ZAR 600,000 - 1,000,000; Full time

Benefits offered by this job

Competitive base salary plus bonus

Job summary

Placements24 is seeking a Senior Financial Advisor in Randburg to deliver personalized financial planning and investment advice within a hybrid work model. The role focuses on developing strategies, managing portfolios, and guiding clients toward their long-term goals.

The ideal candidate has a Bachelor's degree in Finance/ Economics/ Business, 5+ years in client-facing finance, and certifications such as CFP/CFA are highly preferred.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or related field.
• Minimum of 5 years of experience as a Financial Advisor or similar client-facing role in financial services.
• Proven track record of managing client portfolios and achieving financial planning goals.
• Strong knowledge of investment products, financial markets, and retirement planning strategies.
• Excellent communication, presentation, and client relationship management skills.
• Ability to work effectively in a hybrid environment, balancing in-office and remote client interactions.

Responsibilities

• Develop and implement comprehensive financial plans tailored to client needs and objectives.
• Provide expert advice on investment strategies, retirement planning, insurance, and estate planning.
• Manage client portfolios, conduct regular performance reviews, and adjust as needed.
• Build and maintain long-term client relationships through regular communication and proactive service.
• Stay up-to-date with market trends, financial products, and regulatory changes.
• Collaborate with internal specialists to offer a holistic range of financial services.

Skills

Client relationship management

Investment product knowledge

Communication skills

Interpersonal skills

Presentation skills

Education

Bachelor's degree in Finance/Economics/Business

CFP/CFA preferred

Job description

About the Role

Our client is seeking a dedicated and client-focused Senior Financial Advisor to join their established practice in Randburg , operating on a hybrid model. This role is central to providing expert financial planning and investment advice to a diverse client base within the banking and finance sector. You will be responsible for developing personalized financial strategies, managing investment portfolios, and ensuring clients achieve their long-term financial goals. The position requires strong interpersonal skills, a deep understanding of financial products, and the ability to build lasting client relationships, both in person and through remote consultations.

Key Responsibilities

• Develop and implement comprehensive financial plans tailored to individual client needs and objectives.
• Provide expert advice on investment strategies, retirement planning, insurance, and estate planning.
• Manage client investment portfolios, conduct regular performance reviews, and make necessary adjustments.
• Build and maintain strong, long-term relationships with clients through regular communication and proactive service.
• Stay up-to-date with market trends, financial products, and regulatory changes impacting clients.
• Collaborate with internal specialists to offer a holistic range of financial services.

Requirements

• Bachelor's degree in Finance, Economics, Business, or a related field; relevant professional certifications (e.g., CFP, CFA) are highly preferred.
• Minimum of 5 years of experience as a Financial Advisor or in a similar client-facing financial planning role within the financial services industry .
• Proven track record of successfully managing client portfolios and achieving financial planning goals.
• Strong knowledge of investment products, financial markets, and retirement planning strategies.
• Excellent communication, presentation, and client relationship management skills.
• Ability to work effectively in a hybrid environment, balancing in-office and remote client interactions.

Benefits

• Competitive base salary plus attractive commission and bonus structure.
• Hybrid work arrangement offering flexibility.
• Comprehensive medical, dental, and vision insurance.
• Retirement savings plan and other employee benefits.
• Ongoing training and professional development to enhance skills and client service.