An established financial services organisation is seeking an experienced Financial Advisor to provide holistic financial planning and wealth management solutions to existing and newly acquired clients.
This is an exciting opportunity for a relationship-driven financial professional who is passionate about delivering personalised financial advice, building long-term client relationships, and helping clients achieve their financial goals through tailored investment, insurance, retirement, and estate planning solutions.
Key Responsibilities
Provide professional financial advice in accordance with FAIS legislation and financial planning best practices.
Deliver holistic financial planning, including financial needs analysis, risk assessments, retirement planning, estate planning, and intergenerational wealth planning.
Develop tailored financial plans aligned with each client's unique financial objectives.
Recommend appropriate investment and life insurance solutions based on client needs.
Build and manage a sustainable financial advisory practice by developing long-term client relationships.
Engage regularly with clients as their financial circumstances and objectives evolve.
Conduct annual financial reviews and provide ongoing financial guidance.
Present investment and life insurance solutions as part of a holistic financial planning offering.
Build strong relationships with internal stakeholders to deliver a seamless and coordinated client experience.
Support the development of junior advisors within the broader advisory team.
Maintain accurate client records and ensure all advice is appropriately documented.
Operate in accordance with business strategies, regulatory requirements, and professional standards.
Minimum Requirements
Relevant tertiary qualification.
Certified Financial Planner (CFP) qualification will be advantageous.
5 - 7 years' experience within the financial services industry, preferably in financial advisory or legal advisory roles.
Proven experience delivering holistic financial planning solutions.
Strong understanding of long-term insurance products and financial markets.
Knowledge of income tax and estate duty legislation.
Commitment to continuous professional development and maintaining financial planning competencies.
Technical Knowledge
Holistic Financial Planning
Investment Planning
Retirement Planning
Estate Planning
Intergenerational Wealth Planning
Long-Term Insurance Products
Financial Needs Analysis
Risk Analysis
Income Tax Legislation
Estate Duty Legislation
FAIS Legislation
Record of Advice (ROA) Documentation
We're Looking For Someone Who Is
Passionate about delivering exceptional financial advice and client service.
A strong relationship builder with excellent networking skills.
Professional, ethical, and client-focused.
Commercially minded with the ability to identify and develop new business opportunities.
An excellent communicator with strong interpersonal skills.
Organised and able to manage multiple client relationships effectively.
A collaborative team player who enjoys working alongside other specialists.
Self-motivated, proactive, and able to perform under pressure.
Confident in building long-term client relationships and closing business opportunities.