Senior Financial Advisor - Wealth Management

Placements24; Randburg; Hybrid; ZAR 900,000 - 1,700,000; Full time

Benefits offered by this job

Competitive remuneration

Performance-based commission

Medical aid

Retirement savings

Equity participation potential

Career development opportunities

Job summary

Placements24 is seeking a Senior Financial Advisor for its Wealth Management division in Randburg, delivering comprehensive financial planning and investment advice to high-net-worth individuals and families. You will build a robust client portfolio and maintain meticulous client records.

The role requires 5+ years of wealth management experience, a relevant finance/economics degree, CFP preferred, and strong knowledge of FAIS and FICA.

Qualifications

• Minimum 5 years of experience as a Financial Advisor in wealth management.
• Relevant tertiary qualification in finance or economics.
• CFP designation preferred.
• Knowledge of FAIS and FICA regulations.

Responsibilities

• Develop and implement personalized financial plans for clients across investments, retirement, estate planning and risk management.
• Provide expert advice on equities, fixed income, and alternative investments.
• Build and nurture relationships with a portfolio of high-net-worth clients and meet sales targets.
• Conduct regular portfolio reviews and recommend adjustments based on market conditions.

Skills

Client relationship management

Communication skills

Analytical thinking

Portfolio management experience

Financial planning

Education

B.Com in Finance or Economics

B.BusSci in Finance or Economics

CFP® (Certified Financial Planner)

Tools

Financial planning software

MS Office Suite

Job description

About the Role

Our client, a prestigious financial services group, is seeking a highly motivated and experienced Senior Financial Advisor to join their thriving Wealth Management division in Randburg . This role is integral to providing comprehensive financial planning and investment advice to high-net-worth individuals and families. The ideal candidate will possess a deep understanding of financial markets, investment products, and regulatory requirements, coupled with exceptional client relationship management skills. This is an outstanding opportunity to build and manage a robust client portfolio and contribute to the continued success of our client in Gauteng.

Key Responsibilities

• Develop and implement personalized financial plans for clients, addressing their investment, retirement, estate planning, and risk management needs.
• Provide expert advice on a wide range of investment products, including equities, fixed income, and alternative investments.
• Build and nurture long-term relationships with a portfolio of high-net-worth clients, ensuring their financial goals are met.
• Conduct regular portfolio reviews and provide recommendations for adjustments based on market conditions and client objectives.
• Stay abreast of market trends, economic developments, and new financial products and services.
• Ensure compliance with all relevant financial regulations and industry standards.
• Collaborate with specialists in areas such as tax, legal, and insurance to provide holistic advice.
• Generate new business through referrals, networking, and proactive client engagement.
• Maintain accurate client records and documentation.

Requirements

• A relevant tertiary qualification (e.g., B.Com, B.BusSci in Finance or Economics) is essential.
• Minimum of 5 years of experience as a Financial Advisor, with a focus on wealth management and investment planning.
• Professional designations such as CFP® (Certified Financial Planner) are highly preferred.
• Proven track record of successfully managing a portfolio of high-net-worth clients and exceeding sales targets.
• In-depth knowledge of investment strategies, financial planning techniques, and relevant South African legislation (e.g., FAIS, FICA).
• Excellent communication, interpersonal, and presentation skills.
• Strong analytical and problem-solving abilities.
• Proficiency in financial planning software and MS Office Suite.
• A strong ethical compass and commitment to client best interests.

Benefits

• Our client offers a competitive remuneration structure, including an attractive base salary, performance-based commission, and benefits such as medical aid, retirement savings, and potential for equity participation.
• Opportunities for continuous professional development, industry accreditation, and career advancement are readily available.
• Join our client's esteemed team in Randburg and enjoy a stimulating and rewarding career in wealth management.
• Work within a professional and growth-oriented environment.