Senior Wealth Advisor | Hybrid, Sandton

Placements24

Sandton

Hybrid

ZAR 900,000 - 1,300,000

Full time

3 days ago

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Job summary

Placements24 in Sandton, Gauteng is seeking a Senior Financial Advisor to join its wealth management and insurance team. You will provide comprehensive financial planning and bespoke insurance solutions to a discerning client base, leveraging investment strategies, retirement planning and risk management.

The role offers a hybrid work model with in-office client engagement and strong remote support for administrative tasks, allowing flexible collaboration with other departments to deliver

Qualifications

Minimum 6 years in financial advising or wealth management.
CFP/RE5 or NQF5 LT Insurance licenses essential.
Strong communication and client-facing skills.

Responsibilities

Develop tailored financial plans for investment, retirement, and risk.
Analyse client financials and recommend insurance products.
Maintain long-term client relationships with ongoing advice.
Stay updated on market trends and regulatory changes.
Perform regular plan reviews and adjust strategies.
Collaborate with departments and external specialists.
Ensure compliance with financial regulations and policies.
Manage a portfolio with high client satisfaction.
Identify cross-selling opportunities.
Balance in-office meetings with remote admin tasks.

Skills

Wealth management

Client advisory

Analytical skills

Interpersonal skills

Negotiation

Education

CFP certification

RE5 license

NQF 5 in Long-Term Insurance

Tools

CRM systems

Financial planning software

Job description

The role offers a hybrid work model with in-office client engagement and strong remote support for administrative tasks, allowing flexible collaboration with other departments to deliver

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