Senior Financial Advisor - Holistic Wealth Planner

Placements24; Bloemfontein; On-site; ZAR 600,000 - 1,200,000; Full time

Benefits offered by this job

Medical aid

Retirement fund

Group life assurance

Professional development

Client meeting facilities

Job summary

Placements24 in Bloemfontein seeks a Senior Financial Advisor to deliver holistic financial planning, including investments, retirement, and insurance for high-net-worth clients. You will translate client goals into personalized strategies and build lasting relationships grounded in trust and service excellence.

You will work with a respected team in the heart of the Free State, with opportunities for ongoing professional development and a rewards package reflecting your experience and impact.

Qualifications

• Minimum of 5 years experience as a Financial Advisor.
• CFP or Post-graduate Diploma in Financial Planning is essential.
• Deep knowledge of investments, retirement planning, and insurance products.
• Strong client relationship management and communication skills.
• High ethical standards and fiduciary duty.

Responsibilities

• Conduct in-depth financial needs analysis for clients and identify goals.
• Develop and present tailored financial plans for investments, retirement, and estate planning.
• Provide expert advice on a wide range of financial products and vehicles.
• Build and maintain relationships with a portfolio of high-net-worth clients.
• Stay updated on market trends, economic conditions, and regulatory changes.
• Collaborate with accountants and lawyers to ensure holistic solutions.

Skills

Financial planning

Client relations

Investment knowledge

Communication skills

Ethical standards

Education

CFP / Post-graduate Diploma in Financial Planning

Job description

Placements24 in Bloemfontein seeks a Senior Financial Advisor to deliver holistic financial planning, including investments, retirement, and insurance for high-net-worth clients. You will translate client goals into personalized strategies and build lasting relationships grounded in trust and service excellence.

You will work with a respected team in the heart of the Free State, with opportunities for ongoing professional development and a rewards package reflecting your experience and impact.