Senior Financial Advisor (Insurance Specialization)

Placements24; Sandton; Hybrid; ZAR 1,200,000 - 2,000,000; Full time

Benefits offered by this job

Medical aid

Retirement fund

Hybrid work model

Career advancement opportunities

Performance bonuses

Job summary

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.

Responsibilities

• 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.

Skills

Client relationships

Financial analysis

Regulatory compliance

Communication skills

CRM software

Education

Bachelor's degree in Finance/Economics/Business

Tools

CRM systems

Financial planning software

Job description

About the Role

Our client, a leading wealth management firm with a strong focus on insurance solutions, is seeking an experienced Senior Financial Advisor to join their esteemed team in Sandton . This hybrid role offers a dynamic mix of client-facing interactions, strategic planning, and remote flexibility. You will be responsible for providing expert financial and insurance advice to high-net-worth individuals and families, developing comprehensive financial plans, and managing investment portfolios. The ideal candidate possesses a deep understanding of insurance products, financial markets, and regulatory compliance, coupled with exceptional client relationship management skills. This is an outstanding opportunity to leverage your expertise in a prestigious environment and drive significant client success.

Key Responsibilities

• Develop and implement personalized financial and insurance strategies for clients.
• Conduct thorough financial 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 and recommendations comply with regulatory requirements and company policies.
• Build strong, long-term relationships with clients through regular communication and proactive service.
• Collaborate with other financial professionals and specialists.
• Stay abreast of industry trends, new financial products, and regulatory changes.
• Mentor junior advisors and contribute to team development.

Requirements

• A Bachelor's degree in Finance, Economics, Business, or a related field.
• Relevant professional certifications such as CFP (Certified Financial Planner) are highly desirable.
• Minimum of 7 years of experience as a Financial Advisor, with a significant specialization in insurance products.
• Proven track record of successfully managing client portfolios and achieving financial goals.
• In-depth knowledge of various insurance products (life, disability, health) and investment vehicles.
• Excellent understanding of financial planning principles, tax laws, and estate planning.
• Strong analytical, problem-solving, and decision-making skills.
• Exceptional communication, presentation, and interpersonal skills.
• Proficiency in financial planning software and CRM systems.
• Ability to work effectively in a hybrid model, balancing remote work with client meetings and office collaboration.
• Adherence to ethical standards and regulatory compliance (e.g., FAIS accreditation).

Benefits

• Highly competitive salary and lucrative commission/bonus structure.
• Comprehensive medical aid, retirement fund, and other benefits.
• Opportunities for professional growth, advanced certifications, and career advancement.
• Hybrid work model providing excellent flexibility.
• Access to sophisticated financial planning tools and market research.
• A prestigious and professional working environment.
• Generous annual leave.
• Client acquisition support.
• Regular professional development workshops.
• Performance recognition programs.