Wealth Advisor: Insurance‑Led Planning & Growth

Placements24; Mbombela (Nelspruit); Hybride; ZAR 300 000 - 540 000; Plein temps

Avantages offerts par ce poste

Competitive commission

Medical aid

Retirement planning assistance

Training and development

Résumé du poste

Placements24 is seeking a driven Financial Advisor for our client in Nelspruit, Mpumalanga. You will deliver comprehensive financial planning and wealth management to individuals and families, with emphasis on life cover, disability, and investment-linked policies.

You will build lasting client relationships, assess goals, and tailor strategies, while staying compliant with FAIS and regulatory standards. A client-centric, ethical approach and strong communication are essential in this role.

Qualifications

• Relevant tertiary qualification in Finance, Economics or Business.
• FAIS accreditation and local regulatory qualifications (RE 1/RE 5) preferred.
• Minimum 3 years in financial advisory or related field.
• Experience with insurance products and wealth management.
• Proven ability to meet sales targets and develop a client base.

Responsabilités

• Provide financial planning and wealth management advisory services.
• Develop tailored financial plans focusing on insurance, investments and retirement.
• Build and nurture long-term client relationships with regular reviews.
• Identify client needs and recommend suitable insurance and investment products.
• Stay updated on market trends and regulatory changes.
• Prepare proposals and present to clients.
• Ensure compliance with FAIS and industry standards.
• Manage client portfolios and conduct periodic reviews.
• Collaborate with internal specialists to deliver comprehensive service.

Connaissances

Financial planning

Client relations

Sales targets

Communication

Formation

Finance/Business degree

Outils

CRM software

Planning software

Description du poste

Placements24 is seeking a driven Financial Advisor for our client in Nelspruit, Mpumalanga. You will deliver comprehensive financial planning and wealth management to individuals and families, with emphasis on life cover, disability, and investment-linked policies.

You will build lasting client relationships, assess goals, and tailor strategies, while staying compliant with FAIS and regulatory standards. A client-centric, ethical approach and strong communication are essential in this role.