Senior Financial Planner

Placements24; Southampton; In loco; GBP 70.000 - 110.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive base salary with bonuses

Health, dental, and vision insurance

Professional growth opportunities

Access to advanced planning tools

Descrizione del lavoro

Placements24 is assisting a distinguished wealth management firm in Randburg in recruiting a Senior Financial Planner. The role focuses on delivering expert financial advice and tailored planning for high-net-worth clients, including investments, retirement, and estate planning.

You will assess client situations, develop comprehensive strategies, and guide long-term goals through professional service and ethical standards. This position emphasizes client interaction and relationship building.

Competenze

• Bachelor's degree in Finance, Economics, or a related field.
• CFP designation is required.
• Minimum of 7 years of experience in financial planning and wealth management.

Mansioni

• Conduct in-depth financial needs analysis and develop personalized financial plans for clients.
• Provide expert advice on investments, retirement planning, insurance, tax strategies, and estate planning.
• Monitor client portfolios, review performance, and recommend adjustments based on market conditions and client goals.
• Build and maintain strong, long-term relationships with clients, understanding their evolving financial needs.
• Stay abreast of market trends, financial products, and regulatory changes impacting financial planning.
• Collaborate with other professionals, such as attorneys and accountants, to provide holistic client solutions.

Conoscenze

Interpersonal skills

Communication skills

Client relationship mgmt

Formazione

Bachelor's degree in Finance or Economics

Descrizione del lavoro

About the Role

Our client, a distinguished wealth management firm in Randburg , is seeking an accomplished Senior Financial Planner . This role is integral to providing expert financial advice and customized planning solutions to high-net-worth individuals and families. You will assess clients' financial situations, develop comprehensive strategies for investment, retirement, and estate planning, and guide them towards achieving their long-term financial goals. This position is based at our client's Randburg office, requiring direct client interaction and a strong commitment to professional service standards. You will be a trusted advisor, leveraging deep financial knowledge to serve our clientele.

Key Responsibilities

• Conduct in-depth financial needs analysis and develop personalized financial plans for clients.
• Provide expert advice on investments, retirement planning, insurance, tax strategies, and estate planning.
• Monitor client portfolios, review performance, and recommend adjustments based on market conditions and client goals.
• Build and maintain strong, long-term relationships with clients, understanding their evolving financial needs.
• Stay abreast of market trends, financial products, and regulatory changes impacting financial planning.
• Collaborate with other professionals, such as attorneys and accountants, to provide holistic client solutions.

Requirements

• Bachelor's degree in Finance, Economics, or a related field; CFP designation is required.
• Minimum of 7 years of experience in financial planning and wealth management.
• Proven track record of successfully managing client portfolios and providing expert financial advice.
• Strong knowledge of investment vehicles, retirement plans, tax laws, and estate planning principles.
• Exceptional interpersonal, communication, and client relationship management skills.
• High ethical standards and commitment to client confidentiality.

Benefits

• Competitive base salary with generous performance-based incentives.
• Comprehensive health, dental, and vision insurance plans.
• Opportunities for professional growth and continuous education.
• Access to sophisticated financial planning tools and resources.
• Positive and supportive team environment dedicated to client success.