Senior Financial Advisor | Hybrid Work & Wealth Planning

Placements24; East London; Híbrido; ZAR 600.000 - 1.200.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid work arrangements

Medical aid

Life insurance

Retirement savings plan

Professional development

Descripción de la vacante

Placements24 in East London, Eastern Cape, is looking for a Senior Financial Advisor to deliver comprehensive financial guidance and bespoke plans. You’ll advise on investments, retirement, insurance and estate planning, while building long-term client relationships from a supportive, professional base.

The role demands a strong knowledge of markets, regulatory standards, and a client-centric approach, with a hybrid work setup from East London. CFP or equivalent certification is a plus.

Formación

• Bachelor's degree in Finance, Economics, Business, or related field.
• CFP or equivalent certifications highly desirable.
• Minimum 5 years in client-facing financial planning roles.

Responsabilidades

• Develop tailored financial plans based on goals and risk tolerance.
• Provide expert investment, retirement, insurance, and estate planning advice.
• Build and maintain long-term client relationships with proactive service.
• Ensure compliance with financial regulations and standards.
• Meet and exceed client acquisition and retention targets.

Conocimientos

Client relationships

Financial planning

Investment advice

Regulatory knowledge

Communication skills

CRM software

Educación

Bachelor's degree in Finance

CFP certification

Herramientas

CRM software

Financial planning software

Descripción del empleo

Placements24 in East London, Eastern Cape, is looking for a Senior Financial Advisor to deliver comprehensive financial guidance and bespoke plans. You’ll advise on investments, retirement, insurance and estate planning, while building long-term client relationships from a supportive, professional base.

The role demands a strong knowledge of markets, regulatory standards, and a client-centric approach, with a hybrid work setup from East London. CFP or equivalent certification is a plus.