Senior Financial Advisor

Placements24; Stellenbosch; Hybrid; ZAR 900,000 - 1,300,000; Full time

Benefits offered by this job

Commission-based bonuses

Comprehensive medical coverage

Retirement fund contributions

Generous leave allowances

Hybrid work model

Job summary

Placements24 in Stellenbosch, Western Cape, seeks a senior financial advisor to manage a high-net-worth client portfolio and deliver tailored financial plans. You will advise on investments, retirement, estate planning, and risk management, while growing the client base through referrals and networking.

The role blends in-office client meetings with flexible remote work, and requires a CFP or CFA and at least 5 years of client-facing advisory experience with strong communication and compliance

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration or related field.
• CFP or CFA qualifications strongly preferred.
• Minimum of 5 years as a Financial Advisor or similar client-facing role.
• Deep knowledge of investment products, financial markets, retirement and estate planning.
• Excellent understanding of financial planning software and CRM.

Responsibilities

• Develop comprehensive financial plans for high-net-worth individuals and families.
• Provide advice on investment strategies, retirement, estate planning and risk management.
• Manage client portfolios, conduct performance reviews, adjust strategies as needed.
• Pursue new client acquisition through networking, referrals, and business development.
• Maintain strong, long-term relationships with clients and ensure satisfaction.
• Stay informed about market trends, economic conditions and new financial products.
• Ensure compliance with all relevant regulations and company policies.
• Collaborate with internal specialists to provide holistic client solutions.

Skills

Client management

Financial analysis

Interpersonal skills

Presentation skills

Regulatory compliance

Education

Bachelor's degree in Finance

CFP

CFA

Tools

CRM systems

Financial planning software

Job description

About the Role

Our client, a prestigious wealth management firm, is seeking an experienced and client-focused Senior Financial Advisor to join their established practice in Stellenbosch, Western Cape . This vital role involves managing a portfolio of high-net-worth clients, providing comprehensive financial planning services, and developing tailored investment strategies to help clients achieve their financial goals. The Senior Financial Advisor will be responsible for client acquisition, relationship management, and ensuring adherence to all regulatory and ethical standards. The ideal candidate will possess exceptional communication, analytical, and interpersonal skills, coupled with a deep understanding of investment products and financial markets.

Key Responsibilities

• Develop and implement comprehensive financial plans for high-net-worth individuals and families.
• Provide expert advice on investment strategies, retirement planning, estate planning, and risk management.
• Manage client portfolios, conduct performance reviews, and make necessary adjustments to investment strategies.
• Actively pursue new client acquisition through networking, referrals, and business development initiatives.
• Maintain strong, long-term relationships with clients, ensuring high levels of satisfaction.
• Stay informed about market trends, economic conditions, and new financial products.
• Ensure compliance with all relevant financial regulations and company policies.
• Collaborate with internal specialists (e.g., tax advisors, estate planners) to provide holistic client solutions.

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Relevant professional qualifications (e.g., CFP, CFA) are strongly preferred.
• Minimum of 5 years of experience as a Financial Advisor or in a similar client-facing financial advisory role.
• Proven track record of successfully managing client relationships and acquiring new business.
• In-depth knowledge of investment products, financial markets, retirement planning, and estate planning.
• Excellent understanding of financial planning software and CRM systems.
• Strong analytical, problem-solving, and decision-making skills.
• Exceptional interpersonal, communication, and presentation skills.
• Adherence to the highest ethical standards and a commitment to client best interests.

Benefits

• This role in Stellenbosch, Western Cape offers a competitive base salary with an attractive commission structure and performance-based bonuses.
• The benefits package includes comprehensive medical coverage, retirement fund contributions, and generous leave allowances.
• This position adopts a hybrid work model, allowing for a blend of in-office client interaction and remote flexibility.
• Our client is dedicated to supporting the professional growth of its employees, providing ongoing training and career advancement opportunities within the firm.