Senior Financial Advisor - Wealth Management

Placements24; Paarl; Híbrido; ZAR 600.000 - 1.200.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical aid

Retirement fund

Professional development

Hybrid work model

Descripción de la vacante

Placements24, on behalf of a prestigious financial advisory firm in Paarl, seeks a Senior Financial Advisor to deliver comprehensive financial planning and wealth management to high-net-worth clients. The role combines face-to-face client meetings with hybrid work and requires CFP and 5+ years.

Responsibilities include developing personalized financial plans, risk profiling, investment strategies, estate planning, and cross-functional collaboration with tax advisors and legal counsel.

Formación

• Bachelor's degree in Finance, Economics, Business, or related field.
• CFP (Certified Financial Planner) designation or equivalent.
• Proven ability to manage a portfolio of high-net-worth clients.

Responsabilidades

• Develop and implement personalized financial plans for high-net-worth clients, including investments, retirement, and estate planning.
• Conduct in-depth needs analysis and risk profiling for clients.
• Provide expert guidance on investment products and market trends.
• Build and maintain long-term client relationships and ensure high satisfaction.
• Collaborate with specialists (tax advisors, legal counsel) for holistic solutions.
• Meet and exceed individual and team sales and service targets.

Conocimientos

Financial planning

Portfolio management

Client relationship management

Analytical skills

Educación

Bachelor's degree in Finance, Economics, Business, or related field

CFP (Certified Financial Planner)

Herramientas

Financial planning software

Portfolio management systems

Descripción del empleo

About the Role

Our client, a prestigious financial advisory firm, is seeking an experienced Senior Financial Advisor to join their team in Paarl, Western Cape . This role is crucial for providing comprehensive financial planning and wealth management services to high-net-worth individuals and families. The ideal candidate will possess a strong understanding of investment strategies, retirement planning, estate planning, and risk management. You will be responsible for building and nurturing client relationships, understanding their financial goals, and developing tailored solutions. This position offers a hybrid work model, balancing client face-to-face interactions with remote administrative tasks, ideal for professionals in the banking and finance sector seeking work-life integration.

Key Responsibilities

• Develop and implement personalized financial plans for clients, encompassing investments, retirement, insurance, and estate planning.
• Conduct in-depth financial needs analysis and risk profiling for clients.
• Provide expert advice on investment products, market trends, and financial strategies.
• Build and maintain long-term relationships with clients, ensuring high levels of satisfaction.
• Proactively identify opportunities to deepen client relationships and expand service offerings.
• Stay current with financial markets, regulations, and new product developments.
• Collaborate with specialists (e.g., tax advisors, legal counsel) to provide holistic financial solutions.
• Adhere to all compliance and ethical standards within the financial services industry.
• Meet and exceed individual and team sales and service targets.

Requirements

• Bachelor's degree in Finance, Economics, Business, or a related field.
• Minimum of 5 years of experience as a Financial Advisor, preferably within wealth management or a similar role in banking and finance .
• Relevant professional qualifications such as CFP (Certified Financial Planner) are essential.
• Proven track record of successfully managing a portfolio of high-net-worth clients.
• Strong knowledge of financial planning tools, investment vehicles, and market dynamics.
• Excellent interpersonal, communication, and client relationship management skills.
• Ability to analyze complex financial situations and provide clear, actionable advice.
• Self-motivated with the ability to work independently and as part of a collaborative team.
• Residency or strong ties to the Paarl, Western Cape region are advantageous.

Benefits

Our client offers a competitive salary and commission structure, comprehensive medical aid and retirement fund benefits, continuous professional development opportunities, a supportive team environment, and a flexible hybrid work model. This role provides the opportunity to work with a distinguished clientele and contribute meaningfully to their financial well-being from our offices in Paarl, Western Cape .