CFP Advisor - Client-First Financial Planner in Centurion

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

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.