Remote Financial Planning Associate

Placements24; Riverton (UT); Remote; USD 52,000 - 76,000; Full time

Benefits offered by this job

Remote work

Mentorship and guidance from seasoned

Certification support

Career development opportunities

Job summary

Placements24 is seeking a Junior Financial Planner to join a remote team servicing clients across South Africa, with focus on Upington, Northern Cape. You will assist senior planners in developing personalized financial strategies, including retirement planning, investments, and risk management.

The role offers remote work flexibility, opportunities to learn from experienced professionals, and pathways to professional certification.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or related field.
• 1–2 years in financial services, preferably with exposure to financial planning or client advisory.
• Strong understanding of financial planning, investments, and risk management.
• Proficient in Excel and PowerPoint.
• Excellent analytical and communication skills.

Responsibilities

• Assist senior financial planners in creating comprehensive financial plans for clients.
• Gather client financial information, including income, expenses, assets, and liabilities.
• Conduct research on investment products, market trends, and economic conditions.
• Prepare financial plan projections and presentations for client review.
• Support clients with inquiries regarding their financial plans and investment portfolios.
• Ensure compliance with financial planning regulations and company policies.
• Help manage client relationships and schedule follow-up meetings.
• Process client applications and maintain accurate client records.
• Stay updated on the latest developments in financial planning and investment strategies.
• Contribute to team efforts and participate in training sessions.

Skills

Analytical skills

Communication skills

Time management

Client-centric

Microsoft Excel

PowerPoint

Education

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

Tools

Microsoft Excel

PowerPoint

Job description

Placements24 is seeking a Junior Financial Planner to join a remote team servicing clients across South Africa, with focus on Upington, Northern Cape. You will assist senior planners in developing personalized financial strategies, including retirement planning, investments, and risk management.

The role offers remote work flexibility, opportunities to learn from experienced professionals, and pathways to professional certification.