Senior Wealth & Retirement Advisor - Upington

Placements24; Upington; Sur place; ZAR 600 000 - 1 000 000; Plein temps

Avantages offerts par ce poste

Comprehensive medical aid and Providen

Annual leave and professional dev

Résumé du poste

Placements24 is seeking a Senior Financial Advisor for our Upington office in the Northern Cape. The role focuses on providing tailored financial plans and guidance across investments, retirement, insurance, and wealth management to clients.

The ideal candidate has a Bachelor's degree in Finance or related field, a CFP® qualification, at least five years of experience, strong client relationships, and proficiency with financial planning software and CRMs.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or related field.
• CFP® qualification is mandatory.
• Minimum of 5 years of proven experience in financial advisory or wealth management.
• Strong understanding of investment products, retirement planning, and tax implications.
• Proficiency in financial planning software and CRM systems.

Responsabilités

• Assess clients' financial situations and goals; develop personalized plans.
• Provide expert advice on investments, retirement planning, insurance, and estate planning.
• Research and recommend suitable financial products and services.
• Monitor portfolios and adjust plans as needed.
• Maintain up-to-date knowledge of markets, trends, and regulations.
• Build long-term client relationships through exceptional service.

Connaissances

Financial planning

Investment strategies

Client relationships

Communication

CRM systems

Financial analysis

Formation

Bachelor's degree in Finance/ Economics/ Business

CFP certification

Outils

CRM software

Financial planning software

Description du poste

Placements24 is seeking a Senior Financial Advisor for our Upington office in the Northern Cape. The role focuses on providing tailored financial plans and guidance across investments, retirement, insurance, and wealth management to clients.

The ideal candidate has a Bachelor's degree in Finance or related field, a CFP® qualification, at least five years of experience, strong client relationships, and proficiency with financial planning software and CRMs.