Senior Financial Advisor - Wealth Management Randburg

Placements24; Randburg; Hybrid; ZAR 600,000 - 1,200,000; Full time

Benefits offered by this job

Commission + retainer

Medical benefits

Retirement benefits

Training & development

Team environment

Job summary

Placements24 in Randburg, Gauteng, seeks a Senior Financial Advisor to deliver comprehensive financial planning and investment advice to a diverse client base. The role combines client-facing duties with in-depth planning in a hybrid setup.

The ideal candidate has 5+ years of experience, CFP/CFA, and strong knowledge of SA regulatory requirements, retirement, estate planning, and risk management. You will build lasting relationships and develop tailored plans to help clients reach long-term

Qualifications

• Bachelor's degree in Finance, Economics, Business, or a related field.
• CFP or CFA certification is essential.
• Minimum of 5 years of experience as a Financial Advisor or Wealth Manager.
• Strong knowledge of financial planning, investments, and wealth management.
• Knowledge of SA FAIS Act regulations.
• Excellent communication and client relationship skills.
• Proficiency with financial planning software and CRM systems.
• Willingness to commute to Randburg for hybrid work.

Responsibilities

• Develop and implement tailored financial plans for clients.
• Conduct needs analyses and risk assessments.
• Provide expert advice on investment products and portfolio management.
• Build long-term relationships with high-net-worth clients.
• Seek new client opportunities through networking and referrals.
• Ensure compliance with financial regulations.
• Stay updated on market developments and new products.
• Collaborate with tax advisors and estate planners.
• Meet and exceed sales and service targets.
• Prepare and deliver client presentations and reviews.

Skills

Financial planning

Client relationship management

Communication

Sales / business development

Regulatory knowledge

CRM systems

Financial planning software

Education

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

Tools

CRM systems

Financial planning software

Job description

About the Role

Our client, a prestigious wealth management firm, is seeking a highly motivated and experienced Senior Financial Advisor to join their team in Randburg, Gauteng . This role focuses on providing comprehensive financial planning and investment advisory services to a diverse clientele, helping them achieve their long-term financial goals. The ideal candidate will possess a deep understanding of investment strategies, retirement planning, estate planning, and risk management. You will be responsible for building and nurturing client relationships, conducting financial needs analyses, and developing personalized financial plans. This hybrid role allows for a blend of client-facing interactions and focused planning in the Randburg, Gauteng office.

Key Responsibilities

• Develop and implement tailored financial plans for clients, including investment, retirement, insurance, and estate planning strategies.
• Conduct thorough financial needs analyses and risk assessments for new and existing clients.
• Provide expert advice on investment products, market trends, and portfolio management.
• Build and maintain strong, long-term relationships with a portfolio of high-net-worth clients.
• Proactively seek new client acquisition opportunities through networking and referrals.
• Ensure compliance with all relevant financial regulations and industry standards.
• Stay updated on financial market developments, economic conditions, and new financial products.
• Collaborate with other specialists (e.g., tax advisors, estate planners) to provide holistic financial solutions.
• Meet and exceed established sales and service targets.
• Prepare and deliver client presentations and reviews.

Requirements

• Bachelor's degree in Finance, Economics, Business, or a related field.
• Relevant professional certifications (e.g., CFP, CFA) are essential.
• Minimum of 5 years of experience as a Financial Advisor, Wealth Manager, or similar role, with a proven track record of success.
• Deep knowledge of financial planning principles, investment vehicles, and wealth management strategies.
• Strong understanding of South African financial regulations (e.g., FAIS Act).
• Excellent communication, interpersonal, and client relationship management skills.
• Proven ability to generate new business and grow a client base.
• High level of integrity, ethical conduct, and professionalism.
• Proficiency in financial planning software and CRM systems.
• Ability to work both independently and as part of a team.
• Must reside in or be able to commute to Randburg, Gauteng for hybrid work.

Benefits

Our client offers a competitive commission structure with a retainer, comprehensive medical and retirement benefits, ongoing training and development opportunities, and a supportive team environment. This hybrid role provides the opportunity to build a successful career in wealth management in Randburg, Gauteng .