Senior Financial Planner - Hybrid Role, Growth & Commission

Placements24; Greater London; Hybrid; GBP 27,000 - 40,000; Full time

Benefits offered by this job

Hybrid work model

Competitive base salary with bonuses

Job summary

Placements24 in East London, Eastern Cape, is seeking an experienced Senior Financial Advisor to join our growing team. You will deliver comprehensive financial planning for individuals and families, advising on investments, retirement planning, insurance and estate planning.

You will assess client needs, develop tailored financial plans, educate clients on market trends, build long‑term relationships, and ensure regulatory compliance with the highest standards.

Qualifications

• Relevant tertiary qualification in Finance, Economics, or a related field.
• Professional designation such as CFP (Certified Financial Planner) is essential.
• Minimum of 5 years of experience as a Financial Advisor, with a proven track record of successful client management and financial planning.
• Strong knowledge of investment products, retirement vehicles, insurance, and estate planning principles.
• Excellent understanding of financial markets and economic indicators.
• Exceptional communication, interpersonal, and presentation skills.
• High level of integrity, professionalism, and client‑centricity.
• Ability to analyze complex financial data and develop tailored solutions.
• Proficiency in financial planning software and CRM systems.

Responsibilities

• Conduct in-depth needs analysis for clients, understanding goals, risk tolerance, and time horizons.
• Develop personalized financial plans covering investments, retirement, insurance, tax, and estate planning.
• Provide expert advice on investment strategies, portfolio management, and wealth accumulation.
• Educate clients on financial products and market trends, ensuring informed decisions.
• Build and maintain long‑term relationships with a portfolio of clients.
• Monitor clients' financial progress and adjust plans as necessary to meet evolving needs and market conditions.
• Ensure compliance with all relevant financial regulations and industry standards.
• Collaborate with other professionals, such as accountants and attorneys, to provide holistic client solutions.
• Stay current with financial planning best practices, market developments, and regulatory changes.

Skills

Client relationship management

Financial planning

Communication

Presentation skills

Regulatory compliance

Education

CFP (Certified Financial Planner)

Finance or Economics degree

Tools

CRM systems

Financial planning software

Job description

Placements24 in East London, Eastern Cape, is seeking an experienced Senior Financial Advisor to join our growing team. You will deliver comprehensive financial planning for individuals and families, advising on investments, retirement planning, insurance and estate planning.

You will assess client needs, develop tailored financial plans, educate clients on market trends, build long‑term relationships, and ensure regulatory compliance with the highest standards.