Financial Planner

SPI Wealth; Mbombela (Nelspruit); On-site; ZAR 240,000 - 420,000; Full time

Job summary

SPI Wealth is seeking a dedicated Financial Planner for an on-site role in Nelspruit. You will meet clients to assess goals, analyze current finances, and craft tailored plans covering investments, retirement, and risk management.

You will prepare projections, update strategies as circumstances evolve, and maintain strong client relationships with accurate record-keeping. You will work closely with internal teams to ensure compliant, high-quality service and stay abreast of evolving market

Qualifications

• Essential: Relevant qualification in Financial Planning, Investments, Finance or related field.
• Essential: RE5 certification and applicable regulatory requirements.
• Essential: Knowledge of the South African investment and financial services industry.
• Essential: Understanding of investment products, financial markets and estate planning principles.
• Essential: Strong analytical, communication and interpersonal skills.

Responsibilities

• Meet clients to assess financial goals and analyze current financial状況, and develop tailored financial plans.
• Prepare financial projections and advise on investment and retirement strategies.
• Review insurance and risk management needs and update plans as client circumstances change.
• Maintain ongoing client communication and accurate records.
• Stay current with financial regulations, products and market trends.
• Collaborate with internal teams to coordinate services and ensure high-quality client care.

Skills

Client relationships

Analytical ability

Communication skills

Interpersonal skills

Regulatory knowledge

Education

Finance/investments degree

Job description

SPI Wealth is a growing financial services organization focused on helping clients achieve long‑term financial security and peace of mind. The company offers personalized advice and solutions across areas such as investment management, retirement planning, and personal financial planning. Team members collaborate closely with clients to understand their goals, risk tolerance, and financial circumstances. The working environment emphasizes integrity, client service, and continuous professional development, providing opportunities to build strong relationships and deliver meaningful impact.

Role Description This is a full‑time, on‑site Financial Planner role based in Nelspruit. The Financial Planner will meet with clients to assess their financial goals, analyze their current financial situation, and develop tailored financial plans. Day‑to‑day responsibilities include preparing financial projections, advising on investment and retirement strategies, reviewing insurance and risk management needs, and updating plans as client circumstances change. The role involves ongoing client communication, maintaining accurate records, and staying current with financial regulations, products, and market trends. The Financial Planner will work closely with internal teams to coordinate services and ensure a high standard of client care.

QUALIFICATIONS AND EXPERIENCE

SPI Wealth is a growing financial services organization focused on helping clients achieve long‑term financial security and peace of mind. The company offers personalized advice and solutions across areas such as investment management, retirement planning, and personal financial planning. Team members collaborate closely with clients to understand their goals, risk tolerance, and financial circumstances. The working environment emphasizes integrity, client service, and continuous professional development, providing opportunities to build strong relationships and deliver meaningful impact.

Role Description

This is a full‑time, on‑site Financial Planner role based in Nelspruit. The Financial Planner will meet with clients to assess their financial goals, analyze their current financial situation, and develop tailored financial plans. Day‑to‑day responsibilities include preparing financial projections, advising on investment and retirement strategies, reviewing insurance and risk management needs, and updating plans as client circumstances change. The role involves ongoing client communication, maintaining accurate records, and staying current with financial regulations, products, and market trends. The Financial Planner will work closely with internal teams to coordinate services and ensure a high standard of client care.

Essential:

• Relevant qualification in Financial Planning, Investments, Finance or a related field.
• RE5 certification and applicable regulatory requirements for the role.
• Knowledge of the South African investment and financial services industry.
• A good understanding of investment products, financial markets and estate planning principles.
• Strong analytical, communication and interpersonal skills.

Advantageous:

• Certified Financial Planner (CFP®) designation.
• Previous experience in investment advice or financial planning.
• Experience with investment platforms and product providers.
• Knowledge of estate planning, trusts, wills and deceased estate administration.
• Experience dealing with high‑net‑worth individuals and families.