Description

The Senior Financial Adviser is responsible for acquiring, growing and retaining a portfolio of affluent and high-net-worth clients. Success in this role is primarily driven by the ability to originate new business opportunities, convert prospects into long-term clients, and generate sustainable growth in assets under management, investments, and risk solutions. This role offers an opportunity to build a financial advisory career dealing with our current or newly acquired private clients as part of a broader offering across our leading Private Bank and Wealth and Investment businesses.

The purpose of this role is to deliver tailored professional financial advice, planning, and products that align with the unique needs of both new and existing clients, reflecting Investec's commitment to personalisation and excellence. You will be responsible for cultivating sustainable, high-quality business in line with our strategic objectives. The aim is to build and maintain long-term relationships with clients, as this entrenches the Investec value proposition and offers ongoing opportunities for advice and sales. Your efforts will contribute to clients receiving advice throughout their financial journey including estate planning, retirement and investment planning. You will be enabled by our culture, strong brand, value proposition and product offerings.

Key Responsibilities

The role is responsible for providing financial advice to private clients in accordance with FAIS legislation and according to Investec's professional financial advice guidelines. The overarching objective is to offer holistic financial planning, which includes analysis of the client's financial affairs (including a risk analysis, pre and post-retirement planning and intergenerational wealth planning); development of a financial plan for the client; solutioning for the client using Investec's life insurance and investment products; and ensuring that proper record keeping of advice is maintained.

The successful candidate will:
•    Consistently acquire new clients through self-generated business development activity, strategic networking, referrals, professional introducers, and internal partnerships.
•    Build and maintain a robust prospect pipeline with a strong focus on conversion and revenue generation.
•    Demonstrate a proven track record of growing assets under management and risk product production through proactive client acquisition.
•    Identify and execute opportunities to deepen existing client relationships while maintaining a primary focus on new business generation.
•    Operate with an entrepreneurial mindset and personal accountability for commercial outcomes.

Qualifications, Experience and Skills

• Relevant tertiary qualification and CFP would be preferred
• 5 to 7 years experience in financial services, preferably in financial advice or legal advice positions
• Understanding of long-term insurance business and markets
• Knowledge and understanding of the relevant income tax and estate duty legislation
• Sound experience with financial planning processes
• Ensure that the core financial planning competencies are maintained through continuous training and development
• Client service orientated
• Excellent interpersonal skills
• Relationship building and networking
• Ability to organise, prioritise and work under pressure
• Team player
• Self-starter
• Ability to close a deal
• Proficiency in using AI-enabled productivity tools, such as Copilot, to improve efficiency, generate insight and support decision-making. Applies critical thinking and sound judgement when interpreting outputs, remains accountable for the quality and accuracy of their work

This is an acquisition-focused role. While technical, planning excellence and relationship management are essential, the primary measure of success is the ability to attract, convert and retain new clients, thereby delivering sustainable growth in AUM, revenue and profitability. Candidates should have a demonstrated history of originating and winning new business within the affluent and high-net-worth market.

What We Value

At Investec we seek creative, talented people with passion, energy and stamina, who collaborate unselfishly.

We are committed to diversity and inclusion when recruiting internally and externally.