Client-Focused Financial Planner | Hybrid Role & Growth

Placements24; Mossel Bay; Hybrid; ZAR 360,000 - 480,000; Full time

Benefits offered by this job

Competitive salary with commission

Health, dental, and vision benefits

Hybrid work arrangement

Professional development and advanced

Supportive team environment

Job summary

Placements24 is seeking a dedicated Financial Planner in Mossel Bay to develop comprehensive plans for individuals and families. You will advise on investments, retirement, insurance, and estate planning while maintaining client relationships in a hybrid capacity.

The role emphasizes ethical conduct, strong communication, and ongoing education to stay current with market trends and regulations. An emphasis on professional development and certifications is offered.

Qualifications

• Bachelor's degree in Finance, Business, Economics or related field.
• CFP certification is highly regarded.
• Proven experience as a Financial Planner or in a similar client-facing advisory role.
• In-depth knowledge of investments, retirement planning, insurance, and tax laws.
• Excellent interpersonal and communication skills.
• Commitment to ethical conduct and client confidentiality.

Responsibilities

• Assess clients' financial situations, risk tolerance and life goals.
• Develop personalized financial plans covering investments, retirement, insurance, taxes, and estate planning.
• Recommend and implement financial products and strategies to meet client objectives.
• Review and update plans based on life changes and market conditions.
• Educate clients to improve financial literacy.
• Stay updated on financial products, market trends, and regulations.

Skills

Interpersonal skills

Communication

Presentation skills

Analytical thinking

Problem solving

Ethical conduct

Knowledge of investments

Retirement planning

Education

Bachelor's degree in Finance/Business/Economics

CFP certification

Job description

Placements24 is seeking a dedicated Financial Planner in Mossel Bay to develop comprehensive plans for individuals and families. You will advise on investments, retirement, insurance, and estate planning while maintaining client relationships in a hybrid capacity.

The role emphasizes ethical conduct, strong communication, and ongoing education to stay current with market trends and regulations. An emphasis on professional development and certifications is offered.