Senior Financial Advisor (Insurance) - Hybrid/Remote Growth

Placements24; Sandton; Hybride; ZAR 1 200 000 - 2 000 000; Plein temps

Avantages offerts par ce poste

Medical aid

Retirement fund

Hybrid work model

Career advancement opportunities

Performance bonuses

Résumé du poste

Placements24 is seeking an experienced Senior Financial Advisor to join a leading wealth management firm in Sandton. The role combines client-facing work with strategic planning in a hybrid setup, offering remote flexibility.

You will provide expert financial and insurance advice to high-net-worth individuals and families, develop comprehensive financial plans, and manage investment portfolios in a prestigious environment.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or related field.
• CFP certification desirable.
• Minimum 7 years as Financial Advisor with insurance specialization.
• Proven track record in portfolio management and goal achievement.
• Strong knowledge of life, disability, health insurance products.
• Excellent understanding of financial planning principles, tax laws, and estate planning.

Responsabilités

• Develop and implement personalized financial and insurance strategies for clients.
• Conduct needs analysis and risk assessments.
• Provide expert advice on life insurance, investment-linked policies, retirement planning, and estate planning.
• Manage and grow a portfolio of high-net-worth clients.
• Research and analyze financial markets and investment opportunities.
• Ensure all advice complies with regulatory requirements and company policies.
• Build long-term client relationships through regular communication and proactive service.
• Collaborate with other financial professionals and specialists.
• Stay abreast of industry trends, new products, and regulatory changes.
• Mentor junior advisors and contribute to team development.

Connaissances

Client relationships

Financial analysis

Regulatory compliance

Communication skills

CRM software

Formation

Bachelor's degree in Finance/Economics/Business

Outils

CRM systems

Financial planning software

Description du poste

Placements24 is seeking an experienced Senior Financial Advisor to join a leading wealth management firm in Sandton. The role combines client-facing work with strategic planning in a hybrid setup, offering remote flexibility.

You will provide expert financial and insurance advice to high-net-worth individuals and families, develop comprehensive financial plans, and manage investment portfolios in a prestigious environment.