Financial Planner

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

About the Role

Our client is seeking a dedicated and client-focused Financial Planner to join their team in Mossel Bay . You will be responsible for developing comprehensive financial plans for individuals and families, helping them achieve their short-term and long-term financial goals. This role involves understanding client needs, providing expert advice on investments, retirement planning, insurance, and estate planning, and working in a hybrid capacity to serve clients effectively. You will be instrumental in building trusted relationships and providing personalized financial guidance within a supportive and professional setting.

Key Responsibilities

• Conduct thorough assessments of clients' financial situations, risk tolerance, and life goals.
• Develop personalized financial plans covering investments, retirement, insurance, tax strategies, and estate planning.
• Recommend and implement appropriate financial products and strategies to meet client objectives.
• Regularly review and update financial plans based on client life changes and market conditions.
• Educate clients on financial concepts and strategies to enhance their financial literacy.
• Maintain up-to-date knowledge of financial products, market trends, and relevant regulations.

Requirements

• Bachelor's degree in Finance, Business, Economics, or a related field.
• Professional certifications such as CFP are highly regarded.
• Proven experience as a Financial Planner or in a similar client-facing financial advisory role.
• In-depth knowledge of investment management, retirement planning, insurance, and tax laws.
• Excellent interpersonal, communication, and presentation skills.
• Strong analytical and problem-solving abilities.
• Commitment to ethical conduct and client confidentiality.

Benefits

• Competitive salary and performance-based commission opportunities.
• Comprehensive health, dental, and vision benefits.
• Flexible hybrid work arrangement.
• Opportunities for professional development and obtaining advanced certifications.
• Supportive team environment focused on client success.