Senior Financial Advisor - Hybrid Role with Elite Support

Benchmark Capital Group; Gauteng; Hybrid; ZAR 300 000 - 400 000; Full time

Job summary

A premier financial advisory firm in South Africa is seeking a Senior Financial Adviser to deliver customized wealth management solutions. This full-time hybrid role involves providing expert advice to affluent clients while leveraging strong support from the firm. The ideal candidate has at least 2 years of client-facing experience in financial planning and holds the necessary certifications. Opportunities for professional growth and unmatched earnings potential are available.

Benefits

Unmatched earnings potential

Strong support network

Structured development academy

Qualifications

• Minimum 2 years' experience in investments and insurance.
• Proficiency in financial planning tools.
• Drive for continuous professional development.

Responsibilities

• Deliver bespoke wealth management and financial planning solutions.
• Provide expert advice on wealth creation and corporate benefits.
• Build deep client partnerships through strategic networking.

Skills

Client-facing financial planning experience

Strong communication skills

Presentation skills

Analytical problem-solving

Relationship-building

Education

RE + CBT certification

3 years DOFA

Completed supervision

Job description

A premier financial advisory firm in South Africa is seeking a Senior Financial Adviser to deliver customized wealth management solutions. This full-time hybrid role involves providing expert advice to affluent clients while leveraging strong support from the firm. The ideal candidate has at least 2 years of client-facing experience in financial planning and holds the necessary certifications. Opportunities for professional growth and unmatched earnings potential are available.