Client‑Focused Financial Planner for Wealth & Retirement

Placements24; Soweto; On-site; ZAR 360,000 - 600,000; Full time

Benefits offered by this job

Competitive base salary plus bonus

Medical aid and retirement fund

Professional development opportunities

Supportive team environment

Job summary

Placements24 in Soweto, Gauteng, seeks a dedicated Financial Planner to guide individuals and families toward achieving their financial goals through personalized planning and advice. You will assess clients' financial situations and develop comprehensive plans spanning retirement, investments, insurance, and estate planning.

The role emphasizes strong interpersonal skills, ethical client service, and collaboration with other professionals to support client financial well-being in the community.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or related field.
• Relevant professional certifications (e.g., CFP®, Postgrad Diploma in Financial Planning) are advantageous.
• Minimum of 3 years of experience in financial planning, wealth management, or client advisory roles.

Responsibilities

• Conduct thorough financial needs analyses for individual clients and families.
• Develop personalized financial plans covering retirement, investments, insurance, education funding, and estate planning.
• Provide expert advice on investment products, retirement vehicles, and risk management solutions.
• Educate clients on financial concepts and strategies to empower informed decisions.
• Build and maintain strong, long-term client relationships based on trust and transparency.
• Stay updated on financial market trends, economic conditions, and relevant legislation.
• Monitor client portfolios and recommend adjustments to align with goals and market conditions.
• Collaborate with other financial professionals when necessary.
• Ensure compliance with regulatory requirements and industry best practices.
• Meet or exceed sales and client service targets.

Skills

Financial planning

Client relationships

Regulatory compliance

CRM proficiency

Sales targets

Education

Bachelor's degree in Finance or related field

Tools

CRM systems

Financial planning software

Job description

Placements24 in Soweto, Gauteng, seeks a dedicated Financial Planner to guide individuals and families toward achieving their financial goals through personalized planning and advice. You will assess clients' financial situations and develop comprehensive plans spanning retirement, investments, insurance, and estate planning.

The role emphasizes strong interpersonal skills, ethical client service, and collaboration with other professionals to support client financial well-being in the community.