Strategic Financial Advisor

1 day ago


Johannesburg, Gauteng, South Africa The Recruitment Council Full time

Job Title: Strategic Financial Advisor

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The Recruitment Council is seeking a seasoned financial professional to fill the role of Strategic Financial Advisor. This position requires an individual skilled in guiding clients through a comprehensive range of financial solutions, fostering long-term client relationships, and managing investment portfolios effectively.

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Key Responsibilities:

  • Client Relationship Building: Establish trusting relationships with new clients and maintain strong connections with existing clients.
  • Business Development: Actively seek new business opportunities and referrals, and support business inflows through client prospecting.
  • Financial Roadmap and Portfolio Management: Create tailored financial plans and oversee client portfolios to ensure goals are met, with bi-annual client meetings to discuss performance and adjustments.
  • Practice Management: Oversee business practice standards, including managing stats, inflows, compliance requirements, and internal relationships.
  • Compliance and Professional Development: Ensure clients align with industry standards, and stay updated on industry changes through training and networking.
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Estimated Salary: $120,000 - $150,000 per year

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This role is ideal for a results-driven, client-focused professional with a passion for helping clients achieve their financial goals while fostering a meaningful impact on their financial well-being.



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