Senior Financial Planner - Wealth Strategy Lead

Placements24; Southampton; On-site; GBP 70,000 - 110,000; Full time

Benefits offered by this job

Competitive base salary with bonuses

Health, dental, and vision insurance

Professional growth opportunities

Access to advanced planning tools

Job summary

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.

Qualifications

• 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.

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.

Skills

Interpersonal skills

Communication skills

Client relationship mgmt

Education

Bachelor's degree in Finance or Economics

Job description

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.