Senior Financial Advisor - Wealth Management Insurance

Placements24; Noord-Kaap; On-site; ZAR 600,000 - 1,200,000; Full time

Benefits offered by this job

Commission structure

Retainer potential

Performance bonuses

Medical aid

Provident fund

Professional development

Job summary

Placements24 is seeking a Senior Financial Advisor based in Kimberley, Northern Cape, to manage a high-net-worth client portfolio with wealth management and insurance solutions. You will deliver tailored financial plans, advise on investments and insurance, and drive client growth and retention.

Ideal candidates have 5+ years in financial advisory, CFP desirable, and strong skills in communication, analysis, and regulatory compliance.

Qualifications

• A tertiary qualification in Finance, Economics, Commerce, or related field.
• CFP certification is highly desirable.
• 5+ years as a Financial Advisor, with wealth management and insurance focus.
• Proven track record of client acquisition and retention.
• In-depth knowledge of investment products, financial planning techniques, and insurance solutions.
• Excellent communication, interpersonal, and presentation skills.
• Adherence to FAIS and regulatory requirements.
• Proficiency in financial planning software and CRM systems.

Responsibilities

• Develop personalized financial plans for investments, retirement, and insurance.
• Cultivate new client relationships through networking and referrals.
• Manage and grow a portfolio of high-net-worth clients.
• Advise on life, disability, and income protection products.
• Conduct risk assessments and recommend strategies and products.
• Stay informed about market trends and regulatory changes.
• Ensure compliance with applicable regulations and ethics.
• Collaborate with specialists to provide holistic financial solutions.
• Maintain accurate client records and documentation.

Skills

Communication

Interpersonal skills

Presentation skills

Analytical thinking

Problem solving

Ethical standards

Education

Finance degree

Economics degree

Commerce degree

Tools

Financial planning software

CRM systems

Job description

About the Role

Our client, a prestigious financial services group, is seeking an experienced and client-focused Senior Financial Advisor specializing in wealth management and insurance solutions. Based in Kimberley, Northern Cape , this role involves building and managing a portfolio of high-net-worth clients, providing comprehensive financial planning, and offering tailored insurance and investment strategies to meet their long-term financial goals. You will leverage your expertise in financial planning, risk assessment, and product knowledge to deliver exceptional service and drive client satisfaction and retention. The ideal candidate is a motivated professional with a passion for helping clients achieve financial security and growth.

Key Responsibilities

• Develop and implement personalized financial plans for clients, covering investments, retirement planning, and insurance needs.
• Identify and cultivate new client relationships through networking and referrals.
• Manage and grow an existing portfolio of high-net-worth clients.
• Provide expert advice on a range of insurance products, including life, disability, and income protection.
• Conduct thorough risk assessments and recommend appropriate financial strategies and products.
• Stay informed about market trends, economic conditions, and regulatory changes impacting financial planning.
• Ensure compliance with all relevant financial advisory regulations and ethical standards.
• Collaborate with specialists to provide holistic financial solutions.
• Maintain accurate client records and documentation.

Requirements

• A relevant tertiary qualification in Finance, Economics, Commerce, or a related field.
• Professional certifications such as CFP (Certified Financial Planner) are highly desirable.
• Minimum of 5 years of experience as a Financial Advisor, with a strong focus on wealth management and insurance products.
• Proven track record of successful client acquisition and retention.
• In-depth knowledge of investment products, financial planning techniques, and various insurance solutions.
• Excellent communication, interpersonal, and presentation skills.
• Strong analytical and problem-solving abilities.
• Adherence to ethical standards and regulatory requirements (e.g., FAIS).
• Proficiency in financial planning software and CRM systems.

Benefits

Our client offers a competitive commission structure, potential for a retainer, and excellent performance bonuses. Benefits include medical aid, a provident fund, and ongoing professional development opportunities. The company fosters a supportive and growth-oriented environment for its advisors. This role provides an excellent opportunity to build a successful career in financial advisory services within Kimberley, Northern Cape .