Financial Planner (Hybrid)

Placements24; Willows (CA); Hybrid; USD 25,000 - 47,000; Full time

Benefits offered by this job

Base salary + commission

Hybrid work model

Professional development opportunities

Supportive team environment

Job summary

Placements24 is assisting in recruiting a Financial Planner for a Welkom, ZA location. The role blends office-based client meetings with remote collaboration, focusing on creating personalized financial plans and managing wealth strategy.

The ideal candidate holds a finance-related degree, with CFP certification desirable, and 3–5 years in advisory roles. Strong communication and CRM proficiency are essential for success in this hybrid position.

Qualifications

• Bachelor's degree in Finance, Business Administration, or related field is required.
• CFP certification is desirable for the role.
• Minimum 3–5 years of experience in financial planning or similar advisory capacity.
• Proven track record of managing client portfolios and achieving planning objectives.
• Strong knowledge of investment vehicles, insurance products, and retirement planning strategies.
• Excellent communication, negotiation and interpersonal skills.
• Ability to build rapport with a diverse client base and use CRM effectively.
• Willingness to work a hybrid schedule from the Welkom, Free State, ZA office.

Responsibilities

• Develop comprehensive financial plans tailored to each client, including retirement, investments, and risk management.
• Analyze clients' financial situations, assets, liabilities, income and expenditures.
• Provide expert advice on investments, insurance and estate planning.
• Build and maintain strong, long-lasting client relationships.
• Stay up-to-date with financial products, market trends and regulations.
• Conduct regular reviews of client portfolios and adjust strategies accordingly.
• Meet personal and team sales targets and performance goals.
• Ensure all advice complies with industry regulations and company policies.

Skills

Interpersonal skills

Communication

Financial planning knowledge

Portfolio management

Regulatory compliance

Education

Bachelor's degree in Finance, Business Administration or related field

CFP certification desirable

Tools

CRM systems

Financial planning software

Job description

About the Role

Our client, a leading financial advisory firm, is seeking a dedicated Financial Planner to join their team in **Welkom, Free State, ZA**. This hybrid role offers a flexible work arrangement, combining office-based client meetings and team collaboration with the convenience of remote work. You will be responsible for developing personalized financial plans for clients, helping them achieve their short-term and long-term financial goals. The ideal candidate will possess strong interpersonal skills, a thorough understanding of financial products, and a passion for helping individuals manage their wealth effectively. This position is vital for supporting our client's growth in the **Banking & Finance** sector.

Key Responsibilities

• Develop comprehensive financial plans tailored to individual client needs, including retirement planning, investment strategies, and risk management.
• Analyze clients' financial situations, assets, liabilities, income, and expenditures.
• Provide expert advice on investment products, insurance, and estate planning.
• Build and maintain strong, long-lasting client relationships.
• Stay up-to-date with the latest financial products, market trends, and regulatory changes.
• Conduct regular reviews of client portfolios and adjust strategies as needed.
• Achieve personal and team sales targets and performance goals.
• Ensure all advice and recommendations comply with industry regulations and company policies.

Requirements

• Bachelor's degree in Finance, Business Administration, or a related field.
• Relevant certifications such as CFP® (Certified Financial Planner) are highly desirable.
• Minimum of 3-5 years of experience in financial planning or a similar client-facing advisory role.
• Proven track record of successfully managing client portfolios and meeting financial planning objectives.
• Strong knowledge of investment vehicles, insurance products, and retirement planning strategies.
• Excellent communication, negotiation, and interpersonal skills.
• Ability to build rapport and trust with diverse client base.
• Familiarity with financial planning software and CRM systems.
• Must be willing to work a hybrid schedule from our **Welkom, Free State, ZA** office.

Benefits

• Our client offers a competitive base salary, attractive commission structure, and a comprehensive benefits package.
• The hybrid work model provides excellent work-life balance.
• Opportunities for continuous professional development and career advancement within the **Banking & Finance** industry are provided.
• Be part of a supportive team environment dedicated to client success in **Free State, ZA**.