Client-Centric Financial Planner | Wealth, Retirement & Insurance

Placements24; Klerksdorp; On-site; ZAR 420,000 - 720,000; Full time

Benefits offered by this job

Medical aid

Retirement benefits

Training & development

Commission structure

Job summary

Placements24 is seeking a dedicated Financial Planner to provide comprehensive financial guidance to individuals and families in Klerksdorp. You will develop personalized strategies addressing retirement, investments, insurance, and estate planning while building lasting client relationships in a supportive team environment.

The role requires a strong understanding of financial markets, professional certifications are highly preferred, and a commitment to client success with ongoing training and

Qualifications

• Bachelor's degree in Finance, Economics, Business, or related field.
• CFP, CFA, RE5 certifications preferred.
• 3-5 years of experience in financial planning or wealth management.
• Ability to build and maintain strong client relationships.
• Strong understanding of investment products, insurance, and retirement planning.

Responsibilities

• Develop and present comprehensive financial plans tailored to client needs.
• Provide expert advice on investment strategies, retirement planning, insurance, and estate planning.
• Conduct regular reviews of client portfolios and adjust strategies based on market conditions and client objectives.
• Educate clients on financial concepts and product options.
• Cultivate new client relationships through networking and referrals.
• Maintain knowledge of financial regulations and market trends.

Skills

Client relationship management

Analytical thinking

Financial markets knowledge

Communication skills

Education

Bachelor's degree in Finance/Economics/Business

Job description

Placements24 is seeking a dedicated Financial Planner to provide comprehensive financial guidance to individuals and families in Klerksdorp. You will develop personalized strategies addressing retirement, investments, insurance, and estate planning while building lasting client relationships in a supportive team environment.

The role requires a strong understanding of financial markets, professional certifications are highly preferred, and a commitment to client success with ongoing training and