CFP Financial Planner — Wealth, Retirement & Client Growth

Placements24; Benoni; On-site; ZAR 300,000 - 520,000; Full time

Benefits offered by this job

Competitive base salary with bonus

Commission structure

Medical aid

Retirement fund benefits

Professional development support

Job summary

Placements24 in Benoni, Gauteng, seeks a certified Financial Planning Advisor to provide tailored wealth, retirement, and risk management strategies for individuals and families. You will build trusted client relationships and deliver comprehensive planning solutions.

Key focus areas include needs analyses, personalized financial plans, product recommendations, and ongoing portfolio monitoring. Strong ethics and ability to travel to meet clients are required.

Qualifications

• Relevant tertiary qualification in Finance, Economics, or related field.
• Professional CFP certification is essential.
• Minimum 3 years of experience as Financial Advisor/Planner in Banking & Finance.
• Proven ability to develop and implement comprehensive financial plans.
• Strong knowledge of investments, retirement, insurance, and estate planning.

Responsibilities

• Conduct financial needs analyses for clients and assess goals.
• Develop personalized plans covering retirement, investments, and estate planning.
• Recommend suitable products based on client profiles and market analysis.
• Educate clients on financial concepts to empower decisions.
• Build and maintain long-term client relationships with trust.
• Monitor portfolios and periodically review and adjust plans.
• Stay updated on market trends, regulations, and new products.
• Collaborate with accountants and lawyers for holistic solutions.
• Ensure compliance with all financial planning regulations and ethics.
• Generate leads and grow a client base through networking.

Skills

Communication skills

Interpersonal skills

Client relationship management

Independent work capability

Education

CFP certification

Finance/Economics degree

Tools

Financial planning software

Job description

Placements24 in Benoni, Gauteng, seeks a certified Financial Planning Advisor to provide tailored wealth, retirement, and risk management strategies for individuals and families. You will build trusted client relationships and deliver comprehensive planning solutions.

Key focus areas include needs analyses, personalized financial plans, product recommendations, and ongoing portfolio monitoring. Strong ethics and ability to travel to meet clients are required.