Senior Financial Advisor - Wealth Management

Placements24; Mbombela (Nelspruit); Hybrid; ZAR 700,000 - 1,100,000; Full time

Benefits offered by this job

Commission & bonus structure

Medical aid

Retirement fund contributions

CFP certification support

Hybrid work model

Industry-leading research tools

Client development support

Job summary

Placements24 is seeking a Senior Financial Advisor specializing in wealth management for our client in Nelspruit. You will lead comprehensive financial planning, construct tailored investment strategies, and manage a high-net-worth client portfolio.

This hybrid role combines office and remote work, with opportunities for professional development, CFP guidance support, and a competitive compensation package including commission and pension contributions.

Qualifications

• Relevant tertiary degree in Finance or Economics.
• Minimum of 5 years as a Financial Advisor with wealth-management focus.
• Good track record in building client portfolios and delivering financial plans.
• Regulatory accreditation (e.g., RE qualifications) and clean compliance record.
• Proficiency with financial planning software and CRM systems.

Responsibilities

• Develop and implement personalized financial plans for clients covering investments, retirement, estate, and risk management.
• Build and maintain long-term relationships with a portfolio of high-net-worth clients.
• Analyze clients' financial situations, risk tolerance, and investment objectives in detail.
• Advise on a broad range of products: equities, fixed income, unit trusts, and offshore investments.
• Monitor market trends, economic developments, and regulatory changes affecting planning and investments.
• Ensure compliance with financial regulations and company policies.
• Identify cross-selling and up-selling opportunities across financial services.
• Collaborate with tax advisors and estate planners to deliver holistic client solutions.
• Pursue ongoing professional development to maintain knowledge and skills.

Skills

Client relationship management

Regulatory compliance

Communication skills

Negotiation

CRM proficiency

Education

BCom / BAdmin with Finance or Economics focus

Tools

Financial planning software

CRM systems

Job description

About the Role

Our client, a distinguished financial services group, is actively seeking a Senior Financial Advisor with expertise in wealth management to join their growing team in Nelspruit. This role is designed for a seasoned professional committed to providing comprehensive financial planning and investment advisory services to high-net-worth individuals and families. You will be responsible for building and managing a robust client portfolio, developing tailored financial strategies, and ensuring clients achieve their long-term financial goals. The ideal candidate will possess exceptional interpersonal skills, a deep understanding of investment products, financial markets, and retirement planning, coupled with a strong ethical framework. This hybrid role offers the flexibility to engage with clients and colleagues both in the office and remotely, fostering a productive and dynamic work environment. Your expertise will be instrumental in guiding clients through complex financial decisions and preserving wealth effectively.

Key Responsibilities

• Develop and implement personalized financial plans for clients, encompassing investment, retirement, estate, and risk management strategies.
• Build and maintain strong, long-lasting relationships with a portfolio of high-net-worth clients.
• Conduct in-depth analysis of clients' financial situations, risk tolerance, and investment objectives.
• Provide expert advice on a wide range of investment products, including equities, fixed income, unit trusts, and offshore investments.
• Stay abreast of market trends, economic developments, and regulatory changes impacting financial planning and investments.
• Ensure compliance with all relevant financial regulations and company policies.
• Identify opportunities for cross-selling and up-selling of financial services.
• Collaborate with other specialists (e.g., tax advisors, estate planners) to provide holistic client solutions.
• Continuously enhance professional knowledge and skills through ongoing training and development.

Requirements

• Relevant tertiary qualification (e.g., BCom, BAdmin) with a focus on Finance or Economics.
• Minimum of 5 years of experience as a Financial Advisor, with a specialization in wealth management.
• Proven track record of building and managing a successful client base.
• Strong knowledge of investment strategies, financial markets, and relevant financial products.
• Excellent communication, negotiation, and interpersonal skills.
• Appropriate regulatory accreditation (e.g., RE qualifications) and a clean compliance record.
• Proficiency in financial planning software and CRM systems.
• High ethical standards and a client-centric approach.
• Valid driver's license and willingness to travel within the Nelspruit region and beyond.

Benefits

• Highly competitive salary with an attractive commission and bonus structure.
• Comprehensive medical aid and retirement fund contributions.
• Opportunities for continuous professional development, including CFP certification support.
• Hybrid work model enabling flexible working arrangements.
• Access to industry-leading research and investment tools.
• A supportive and collaborative team environment.
• Generous client development support.
• Work within a reputable and expanding financial institution.