Certified Financial Planner (CFP)

Placements24; Centurion; On-site; ZAR 900,000 - 1,200,000; Full time

Benefits offered by this job

Bonuses

Health & retirement benefits

Professional development

Client base access

Centurion location

Partnership potential

Job summary

Placements24 in Centurion, Gauteng seeks a highly qualified Certified Financial Planner to join our established practice. This on-site role focuses on delivering comprehensive planning, from investments to estate strategies, while maintaining client relationships and ensuring regulatory compliance.

You will analyze client needs, present recommendations, and collaborate with professionals to provide holistic solutions. A CFP designation and strong ethics are essential for success.

Qualifications

• CFP designation required and upheld with professional ethics.
• Bachelor’s degree in Finance, Economics or related field.
• 7+ years in financial planning, wealth management or advisory roles.
• Proven track record in managing client portfolios and goals.
• In-depth knowledge of markets, investments, tax and estate planning.

Responsibilities

• Develop, implement and monitor customized financial plans for clients.
• Analyze client finances, risk tolerance and objectives.
• Provide expert advice on financial products and services.
• Build long-term client relationships as primary advisor.
• Stay updated on market trends, regulations and company policy.
• Collaborate with accountants and attorneys for holistic solutions.
• Prepare detailed financial reports and recommendations.
• Maintain confidential client records and data integrity.
• Identify opportunities to cross-sell relevant products.

Skills

Analytical thinking

Communication skills

Problem solving

Decision making

Education

CFP designation

Bachelor's degree in Finance/ Economics/ Business Administration

Tools

CRM systems

Financial planning software

Job description

About the Role

Our client, a prestigious financial advisory firm, is seeking a highly qualified and client-focused Certified Financial Planner (CFP) to join their established practice in Centurion, Gauteng. This role is critical in providing comprehensive financial planning services to a diverse clientele, helping them achieve their long-term financial goals. The ideal candidate will possess a strong ethical compass, exceptional analytical skills, and a deep understanding of investment strategies, retirement planning, estate planning, and risk management. You will be responsible for building and maintaining strong client relationships, offering personalized advice, and ensuring compliance with all relevant financial regulations. This is an office-based position, offering direct interaction with clients and colleagues in Centurion.

Key Responsibilities

• Develop, implement, and monitor customized financial plans for clients, covering investments, retirement, insurance, and estate planning.
• Conduct thorough analysis of clients' financial situations, risk tolerance, and investment objectives.
• Provide expert advice on a wide range of financial products and services.
• Build and nurture long-term relationships with clients, acting as their primary financial advisor.
• Stay updated on market trends, economic conditions, and regulatory changes affecting financial planning.
• Ensure all financial advice and recommendations comply with industry regulations and company policies.
• Collaborate with other professionals, such as accountants and attorneys, to provide holistic client solutions.
• Prepare and present detailed financial reports and recommendations to clients.
• Maintain client records accurately and confidentially.
• Proactively identify opportunities to cross-sell relevant financial products and services.

Requirements

• Must hold a valid Certified Financial Planner (CFP) designation.
• A Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Minimum of 7 years of experience in financial planning, wealth management, or a similar advisory role.
• Proven track record of successfully managing client portfolios and achieving financial goals.
• In-depth knowledge of financial markets, investment vehicles, tax laws, and estate planning principles.
• Excellent analytical, problem‑solving, and decision‑making skills.
• Outstanding interpersonal and communication skills, with the ability to explain complex financial concepts clearly.
• High level of integrity and adherence to ethical standards.
• Proficiency in financial planning software and CRM systems.
• This role is not remote and requires presence in our Centurion, Gauteng office.

Benefits

• Attractive salary package with performance‑based bonuses.
• Comprehensive health and retirement benefits.
• Opportunities for continuous professional development and certifications.
• Access to a robust client base and strong back‑office support.
• Professional work environment in a prime Centurion location.
• Be part of a reputable firm known for its client‑centric approach.
• Potential for partnership track for exceptional performers.