Senior Financial Advisor

Placements24; Upington; On-site; ZAR 600,000 - 1,000,000; Full time

Benefits offered by this job

Comprehensive medical aid and Providen

Annual leave and professional dev

Job summary

Placements24 is seeking a Senior Financial Advisor for our Upington office in the Northern Cape. The role focuses on providing tailored financial plans and guidance across investments, retirement, insurance, and wealth management to clients.

The ideal candidate has a Bachelor's degree in Finance or related field, a CFP® qualification, at least five years of experience, strong client relationships, and proficiency with financial planning software and CRMs.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or related field.
• CFP® qualification is mandatory.
• Minimum of 5 years of proven experience in financial advisory or wealth management.
• Strong understanding of investment products, retirement planning, and tax implications.
• Proficiency in financial planning software and CRM systems.

Responsibilities

• Assess clients' financial situations and goals; develop personalized plans.
• Provide expert advice on investments, retirement planning, insurance, and estate planning.
• Research and recommend suitable financial products and services.
• Monitor portfolios and adjust plans as needed.
• Maintain up-to-date knowledge of markets, trends, and regulations.
• Build long-term client relationships through exceptional service.

Skills

Financial planning

Investment strategies

Client relationships

Communication

CRM systems

Financial analysis

Education

Bachelor's degree in Finance/ Economics/ Business

CFP certification

Tools

CRM software

Financial planning software

Job description

About the Role

Our client, a well-respected financial services firm located in Upington, Northern Cape , is actively seeking a seasoned Senior Financial Advisor. This role is essential in providing comprehensive financial guidance and personalized solutions to clients, helping them achieve their financial goals. The Senior Financial Advisor will be responsible for developing tailored financial plans, offering expert advice on investments, retirement planning, insurance, and wealth management. We are committed to building strong client relationships founded on trust and expertise. This is an outstanding opportunity to enhance your career within a supportive and professional environment in the beautiful Northern Cape region. The ideal candidate is client-centric, possesses strong analytical skills, and a deep understanding of financial planning strategies and products available in the South African market . The role is based in our Upington office.

Key Responsibilities

• Assess clients' financial situations, understand their goals, and develop personalized financial plans.
• Provide expert advice on investment strategies, retirement planning, insurance products, and estate planning.
• Research and recommend suitable financial products and services to meet client needs.
• Monitor clients' financial progress and portfolio performance, making necessary adjustments to their plans.
• Maintain up-to-date knowledge of financial markets, economic trends, and relevant legislation.
• Build and nurture long-term relationships with clients through exceptional service and regular communication.
• Collaborate with other professionals (e.g., accountants, attorneys) to provide holistic financial solutions.
• Adhere to all regulatory requirements and ethical standards governing financial advice.
• Contribute to the team by sharing insights and best practices in financial planning.

Requirements

• Bachelor's degree in Finance, Economics, Business, or a related field.
• A recognized financial planning qualification (e.g., CFP®) is mandatory.
• Minimum of 5 years of proven experience in financial advisory or wealth management.
• Strong understanding of investment products, insurance, retirement planning, and tax implications.
• Excellent client relationship management and communication skills.
• Demonstrated ability in financial analysis and planning.
• Proficiency in financial planning software and CRM systems.
• High ethical standards and a client-first approach.
• Ability to work independently and manage client portfolios effectively.
• Must be based in or willing to relocate to Upington, Northern Cape .

Benefits

• Competitive base salary with an attractive commission structure based on performance.
• Comprehensive medical aid and provident fund benefits.
• Generous annual leave and opportunities for professional development.
• A rewarding role serving clients in the Northern Cape region.
• A professional and friendly work environment in Upington .