Wealth Management & Insurance Advisor — Stellenbosch

Placements24; Stellenbosch; Sur place; ZAR 420 000 - 650 000; Plein temps

Avantages offerts par ce poste

Competitive commission-based pay

Medical aid

Provident fund

Life assurance

Training and development

Résumé du poste

Placements24 is seeking a dedicated Financial Advisor to serve clients in Stellenbosch, Western Cape. The role focuses on building and managing client portfolios, providing expert investment, retirement, and comprehensive insurance guidance tailored to individual goals.

Ideal candidates will have a tertiary finance qualification and relevant designations, with strong interpersonal skills and a commitment to ethical client service.

Qualifications

• A tertiary qualification (e.g., B Com, B Bus Sci) and professional designations (CFP, RE 1 & RE 5) are essential.
• Proven experience as a Financial Advisor with wealth management and insurance sales.
• In-depth knowledge of investment products, financial planning principles, and insurance lines.

Responsabilités

• Engage with prospective clients to understand financial situations, goals and risk tolerance.
• Develop and present personalized financial plans including investments, retirement and insurance solutions.
• Advise on suitable life, disability, health and short-term insurance products.
• Manage and grow a client portfolio with retention focus.
• Monitor investment performance and market trends; adjust portfolios as needed.

Connaissances

Client relationship management

Communication skills

Analytical thinking

Ethical standards

Formation

B Com or B Bus Sci

CFP

RE 1 & RE 5

Outils

Financial planning software

Description du poste

Placements24 is seeking a dedicated Financial Advisor to serve clients in Stellenbosch, Western Cape. The role focuses on building and managing client portfolios, providing expert investment, retirement, and comprehensive insurance guidance tailored to individual goals.

Ideal candidates will have a tertiary finance qualification and relevant designations, with strong interpersonal skills and a commitment to ethical client service.