Senior Financial Advisor - Wealth Management

Placements24; Stellenbosch; Hybrid; ZAR 700,000 - 1,100,000; Full time

Benefits offered by this job

Competitive salary and commission

Medical aid and retirement fund

Professional development opportunities

Supportive team environment

Hybrid work model

Job summary

Placements24 in Paarl, Western Cape, invites an experienced Senior Financial Advisor to join our client’s prestigious financial advisory team. You will deliver comprehensive financial planning and wealth management for high-net-worth individuals, building tailored strategies across investments, retirement, estate planning, and risk management.

You will nurture client relationships, perform needs analyses, and collaborate with tax and legal specialists to provide holistic solutions while

Qualifications

• Bachelor's degree in Finance, Economics, Business or a related field.
• Minimum of 5 years of experience as a Financial Advisor in wealth management.
• CFP certification is essential.
• Proven track record with high-net-worth clients.
• Strong knowledge of financial planning tools and market dynamics.

Responsibilities

• Develop and implement personalized financial plans for clients covering investments, retirement, insurance, and estate planning.
• Conduct thorough financial needs analysis and risk profiling for clients.
• Provide expert advice on investments and market trends.
• Build and maintain long-term client relationships and satisfaction.
• Collaborate with tax advisors and legal counsel for holistic solutions.
• Meet and exceed individual and team sales and service targets.

Skills

Client relationship management

Communication skills

Financial planning knowledge

Investment strategies

Retirement planning

Estate planning

Risk management

Education

Bachelor's degree in Finance/Economics/Business

CFP (Certified Financial Planner)

Job description

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

• competitive salary and commission structure
• comprehensive medical aid and retirement fund benefits
• continuous professional development opportunities
• a supportive team environment
• 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.