Wealth Advisor: Custom Plans & Client Growth

Placements24; Durban; Hybrid; ZAR 350,000 - 550,000; Full time

Benefits offered by this job

Competitive base salary

Commission structure

Ongoing training

Job summary

Placements24 seeks a proactive Financial Advisor to join its Wealth Management division in Durban. You will develop personalized financial plans and investment strategies for individuals and families, aiming to help clients achieve long-term goals.

Responsibilities include needs analyses, planning across investments, retirement, and estate planning, and providing expert advice on a range of products. Strong communication and certifications are advantageous for success in this client-facing role.

Qualifications

• Proven track record as a Financial Advisor or similar client-facing financial services role.
• Strong knowledge of investment vehicles and retirement planning.
• Excellent communication, presentation, and interpersonal skills.
• Industry certifications such as CFP or NQF Level 5 are advantageous.
• Ability to build rapport with a diverse clientele.

Responsibilities

• Conduct comprehensive financial needs analyses with clients to understand their goals, risk tolerance, and financial situation.
• Develop and present customized financial plans covering investments, retirement, insurance, and estate planning.
• Provide expert advice on a range of financial products, including investments, annuities, and life insurance.
• Monitor clients' portfolios and market performance, making recommendations for adjustments as needed.
• Build and maintain a strong client base through effective networking and relationship management.
• Ensure compliance with all relevant financial regulations and ethical standards.

Skills

Client relationship management

Financial advisory

Investment knowledge

Communication skills

Education

CFP certification

NQF Level 5

Job description

Placements24 seeks a proactive Financial Advisor to join its Wealth Management division in Durban. You will develop personalized financial plans and investment strategies for individuals and families, aiming to help clients achieve long-term goals.

Responsibilities include needs analyses, planning across investments, retirement, and estate planning, and providing expert advice on a range of products. Strong communication and certifications are advantageous for success in this client-facing role.