Plettenberg Bay: Financial Advisor – all levels

Experience Requirements by Level Junior Financial Advisor Experience: 02 years Key Focus Learn financial planning processes and client engagement. Support senior advisors with client servicing and administration. Build foundational advisory and business development skills. Requirements Relevant financial qualification. RE5 completed or working towards completion (where applicable). Strong communication and interpersonal skills. Desire to build a career in wealth management. Financial Advisor Experience: 25 years Key Focus Manage own portfolio of clients. Deliver comprehensive financial planning advice. Achieve individual sales and business development targets. Requirements Proven advisory experience. Relevant industry qualifications. Strong relationship-building skills. Demonstrated ability to acquire and retain clients. Senior Financial Advisor Experience: 510 years Key Focus Manage high-net-worth and complex client relationships. Lead sophisticated financial planning engagements. Mentor junior advisors. Drive business growth initiatives. Requirements Extensive financial planning experience. Established client base and referral network preferred. Strong technical knowledge across wealth management disciplines. Leadership and coaching capability. Lead Advisor / Wealth Partner Experience: 10 years Key Focus Lead strategic client relationships. Contribute to business growth and leadership. Develop advisor capability and succession planning. Influence firm strategy and client experience standards. Requirements Significant wealth management experience. Strong commercial acumen. Proven leadership track record. Established reputation within the industry. Core Competencies Relationship management Financial planning expertise Client-centric approach Business development Communication and presentation skills Analytical and problem-solving ability Integrity and professionalism Time management and organisation Attention to detail Team collaboration Education & Professional Requirements Bachelor’s Degree or Diploma in Financial Planning, Finance, Commerce, Economics, or related field. Relevant professional designations advantageous (e.g., CFP® or equivalent). Regulatory licensing and accreditation as required. Continuous professional development participation. Key Performance Indicators (KPIs) New business generated Assets under management/advice Client retention rates Client satisfaction scores Financial planning activity levels Compliance and audit outcomes Referral generation Revenue and growth targets