Senior Financial Advisor: Client Wealth & Retirement

Insurance Zone; Johannesburg; On-site; ZAR 600,000 - 900,000; Full time

Job summary

Insurance Zone in Johannesburg seeks a Senior Financial Advisor for a full-time, on-site role advising individuals and corporate clients on insurance, investments, retirement, and employee benefits. You will meet clients, assess financial needs, and present tailored plans in line with regulatory requirements.

You will review portfolios, recommend adjustments, document activities, and contribute to growth through business development, networking with brokers, and collaboration with internal and

Qualifications

• Candidates should possess strong skills in Financial Planning and Financial Advisory to design client-focused strategies.
• Solid Finance and Investments skills to analyze products, markets, and portfolios, and to provide suitable recommendations.
• Expertise in Retirement Planning to structure sustainable retirement solutions.
• Relevant professional qualifications and licenses (e.g., FAIS-compliant) are required.
• Proven experience in a senior advisory role, preferably within insurance, employee benefits, or wealth management.
• Excellent analytical, communication, and presentation skills, high ethical standards, and the ability to work both independently and collaboratively in a client-centric environment.
• Familiarity with local regulatory frameworks, financial planning tools, and CRM systems, is advantageous.

Responsibilities

• Advise individual and corporate clients on comprehensive financial planning.
• Meet clients to assess financial needs and present tailored financial plans.
• Review existing portfolios and recommend adjustments to support long-term goals.
• Collaborate with internal teams and external partners, maintain accurate records.
• Engage in business development activities by identifying new prospects and networking with brokers.

Skills

Financial Planning

Financial Advisory

Retirement Planning

Client acquisition

Ethical standards

Education

Bachelor’s degree in Finance or related field

FAIS-compliant certifications or licenses

Tools

CRM systems

Job description

Insurance Zone in Johannesburg seeks a Senior Financial Advisor for a full-time, on-site role advising individuals and corporate clients on insurance, investments, retirement, and employee benefits. You will meet clients, assess financial needs, and present tailored plans in line with regulatory requirements.

You will review portfolios, recommend adjustments, document activities, and contribute to growth through business development, networking with brokers, and collaboration with internal and