Wealth Management Advisor

Placements24; East London; Hybrid; ZAR 700,000 - 1,100,000; Full time

Benefits offered by this job

Competitive base salary with uncapped/

Remote-first working model

Medical aid and retirement planning

Professional development opportunities

Job summary

Placements24 is seeking a Wealth Management Advisor for a leading independent financial advisory firm. This fully remote role enables you to serve clients anywhere in South Africa and grow your book of business.

You will deliver comprehensive financial planning and investment advice for high-net-worth individuals, leveraging expertise in investments, planning strategies, and client relationships to drive growth in a remote-first environment.

Qualifications

• Bachelor's degree required in Finance or related field; CFP/CFA desirable.
• Minimum 4 years in financial planning, investment advisory, or wealth management in Banking & Finance.
• Strong knowledge of SA financial markets and regulatory environment.

Responsibilities

• Develop personalized financial plans for clients' investments, retirement, estate and insurance.
• Analyze clients' financial situations, risk tolerance, and goals.
• Advise on investment strategies, asset allocation, and portfolio construction.
• Source and recommend suitable financial products and services to meet client needs.
• Maintain long-term client relationships through regular communication and exceptional service.
• Stay updated on market trends, economic conditions, and regulatory changes.
• Identify opportunities to expand client relationships and acquire new clients.
• Ensure regulatory compliance and company policies.
• Collaborate with estate planners, tax advisors, and other specialists to provide holistic solutions.
• Manage client portfolios, monitor performance, and adjust plans as needed.

Skills

Investment knowledge

Financial planning

Client relationships

CRM systems

Financial software

Presentation skills

Communication skills

Education

Bachelor's degree in Finance

CFP

CFA

NQF Level 5

Tools

CRM software

Financial planning software

Job description

About the Role

Our client, a leading independent financial advisory firm, is looking for a dedicated Wealth Management Advisor to join their expanding team. This is a fully remote position, allowing you to serve clients and grow your book of business from anywhere in South Africa. You will be responsible for providing comprehensive financial planning and investment advice to high-net-worth individuals and families, helping them achieve their financial goals. The ideal candidate will possess strong knowledge of investment products, financial planning strategies, and excellent client relationship management skills within the Banking & Finance sector. This is a fantastic opportunity to build a successful career in wealth management in a flexible, remote-first environment.

Key Responsibilities

• Develop and implement personalized financial plans for clients, including investment, retirement, estate, and insurance planning.
• Conduct thorough analysis of clients' financial situations, risk tolerance, and goals.
• Provide expert advice on investment strategies, asset allocation, and portfolio construction.
• Source and recommend suitable financial products and services to meet client needs.
• Build and maintain strong, long-term relationships with clients through regular communication and exceptional service.
• Stay updated on market trends, economic conditions, and relevant financial regulations.
• Proactively identify opportunities to expand client relationships and acquire new clients.
• Ensure compliance with all regulatory requirements and company policies.
• Collaborate with internal specialists (e.g., estate planners, tax advisors) to provide holistic client solutions.
• Manage client portfolios, monitor performance, and make necessary adjustments to financial plans.

Requirements

• Bachelor's degree in Finance, Economics, Business, or a related field.
• Relevant professional qualifications (e.g., CFP, CFA, NQF Level 5) are highly desirable.
• Minimum of 4 years of experience in financial planning, investment advisory, or wealth management within the Banking & Finance sector.
• Proven track record of successfully managing client relationships and achieving financial targets.
• Comprehensive knowledge of investment products, financial planning strategies, and estate planning principles.
• Strong understanding of South African financial markets and regulatory environment.
• Excellent communication, interpersonal, and presentation skills.
• Demonstrated ability to work independently, manage time effectively, and achieve goals in a remote-first setting.
• High ethical standards and a client‑centric approach.
• Proficiency in financial planning software and CRM systems.
• Must be legally eligible to work in South Africa.

Benefits

Our client offers a competitive base salary plus a lucrative commission structure, uncapped earning potential. Comprehensive benefits include medical aid and retirement planning. This role provides the ultimate flexibility of a remote-first working model, allowing you to manage your own schedule and client base effectively. Opportunities for professional development and continuous learning are provided. Be part of a supportive and dynamic advisory team. Grow your career in the thriving wealth management sector in East London, Eastern Cape and across South Africa. Our client is committed to fostering long-term client success and rewarding performance. Enjoy the autonomy and satisfaction of helping clients build and protect their wealth.