Financial Planner

Placements24; LegKraal Gate; Hybrid; ZAR 420,000 - 780,000; Full time

Benefits offered by this job

Competitive base salary with bonus

Hybrid work model

Professional development

Career advancement opportunities

Job summary

Placements24 is seeking a client-focused Financial Planner in Mahikeng, North West. You will help individuals and families achieve their financial goals through personalized planning, investments, retirement, and wealth management.

This role offers a hybrid work model with face-to-face meetings and remote work, a supportive team, ongoing professional development, and opportunities to advance within the firm.

Qualifications

• Bachelor-level or higher degree in Finance/Economics or related field required.
• CFP certification highly desirable and advantageous.

Responsibilities

• Assess clients' financial situations, needs and goals through consultations.
• Develop personalized financial plans covering investments, retirement, insurance, estate planning, and budgeting.
• Recommend products and strategies based on client profiles and risk tolerance.
• Educate clients on financial concepts and benefits of plans.
• Monitor progress and adjust plans for life changes or market conditions.
• Stay updated on market trends, economy, and regulations.
• Grow client base through proactive engagement and networking.
• Ensure compliance with financial regulations and ethics.
• Collaborate with other professionals to provide holistic solutions.

Skills

Financial planning

Client relationships

Analytical skills

Communication

Team collaboration

Education

Relevant tertiary degree in Finance/Economics

CFP (Certified Financial Planner)

Tools

CRM systems

Financial planning software

Job description

About the Role

Our client, a reputable financial advisory firm with a growing presence in Mahikeng, North West , is seeking a dedicated and client-focused Financial Planner. This role is crucial in assisting individuals and families to achieve their financial goals through personalized planning and investment strategies. The position offers a Hybrid work arrangement, blending face-to-face client meetings and office-based work in Mahikeng, North West with the flexibility of remote work. The ideal candidate will possess strong analytical skills, excellent communication abilities, and a deep understanding of financial products and markets. You will build and maintain strong client relationships, providing expert advice on investments, retirement planning, insurance, and wealth management. This is an opportunity to make a significant impact on clients' financial lives within a professional and supportive firm.

Key Responsibilities

• Assess clients' financial situations, needs, and goals through comprehensive consultations.
• Develop personalized financial plans covering investments, retirement, insurance, estate planning, and budgeting.
• Recommend suitable financial products and investment strategies based on client profiles and risk tolerance.
• Educate clients on financial concepts and the benefits of their financial plans.
• Monitor clients' financial progress and adjust plans as necessary due to life changes or market conditions.
• Stay current with financial market trends, economic conditions, and regulatory changes.
• Build and maintain a strong client base through proactive engagement and networking.
• Ensure compliance with all relevant financial regulations and ethical standards.
• Collaborate with other financial professionals to provide holistic client solutions.

Requirements

• A relevant tertiary qualification in Finance, Economics, or a related field.
• Professional certification such as CFP (Certified Financial Planner) is highly desirable.
• Minimum of 3 years of experience in financial planning or wealth management.
• Strong knowledge of financial markets, investment products, insurance, and retirement planning.
• Excellent analytical, problem-solving, and interpersonal skills.
• Proven ability to build and maintain client relationships.
• Proficiency in financial planning software and CRM systems.
• Good understanding of South African financial regulations.
• Ability to work independently and within a team, with a Hybrid work approach.
• Excellent communication and presentation skills.

Benefits

• Competitive base salary with attractive commission and bonus structures.
• Opportunities for professional development and obtaining further certifications.
• Work within a supportive and reputable financial advisory firm.
• Hybrid work model offering flexibility.
• Career advancement prospects within the firm.
• Opportunity to assist clients in achieving their financial security in Mahikeng, North West .