Financial Planner

Placements24; Cape Town; Hybrid; ZAR 480,000 - 720,000; Full time

Benefits offered by this job

Competitive salary

Commission potential

Medical aid and retirement fund

Job summary

Placements24 is seeking a dedicated Financial Planner in Upington to help individuals and families achieve long-term goals through personalized planning and investment advice.

You will assess client situations, develop tailored strategies, and guide them through investments, retirement, insurance, and estate planning, building trusted relationships in the Upington area.

Qualifications

• Bachelor's degree in finance, economics or related field.
• CFP certification is a plus.
• Proven experience in financial planning or wealth management.
• Strong knowledge of investments, insurance and retirement planning.
• Excellent communication and ethical standards.

Responsibilities

• Conduct financial needs analyses for clients.
• Develop and present personalized financial plans.
• Advise on investments and tax strategies.
• Help clients reach short- and long-term goals.
• Keep updated on market trends and regulatory changes.
• Maintain client relationships through follow-ups and reviews.

Skills

Communication skills

Interpersonal skills

Presentation skills

Client relationship building

Education

Bachelor's degree in Finance or related field

CFP certification (preferred)

Tools

Financial planning software

Job description

About the Role

Our client is seeking a dedicated and client-focused Financial Planner to join their team in Upington . This role involves helping individuals and families achieve their long-term financial goals through personalized financial planning and investment advice. You will assess clients' financial situations, develop tailored strategies, and guide them through investment, retirement, insurance, and estate planning. The ideal candidate is passionate about personal finance, possesses excellent communication skills, and is committed to building trusted relationships within the vibrant community of Upington and surrounding areas.

Key Responsibilities

• Conduct comprehensive financial needs analyses for clients.
• Develop and present personalized financial plans covering investments, retirement, insurance, and tax strategies.
• Advise clients on investment products and strategies to meet their risk tolerance and return objectives.
• Assist clients in achieving their short-term and long-term financial goals.
• Stay updated on market trends, financial products, and regulatory changes.
• Maintain strong client relationships through regular follow-ups and portfolio reviews.

Requirements

• Bachelor's degree in Finance, Economics, or a related field; relevant certifications (e.g., CFP) are a plus.
• Proven experience in financial planning, wealth management, or investment advisory.
• Strong knowledge of financial planning principles, investment products, and insurance.
• Excellent interpersonal, communication, and presentation skills.
• Ability to build rapport and trust with clients.
• Understanding of ethical standards and regulatory requirements in the banking and finance industry.

Benefits

• Competitive salary with attractive commission and bonus potential.
• Comprehensive medical aid and retirement fund benefits.
• Support for professional development and obtaining industry certifications.
• Opportunity to make a significant impact on clients' financial well-being.
• Join a supportive team in a growing practice located in Upington .