Financial Advisor at Boardroom Appointments

• 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.