Financial Planner

Placements24; Randburg; On-site; ZAR 550,000 - 750,000; Full time

Benefits offered by this job

Competitive salary with commission/bon

Medial aid, life insurance, retirement

Professional development and advancedC

Job summary

Placements24 in Randburg is seeking a highly professional Financial Planner to join our established practice. You will develop comprehensive financial plans for individuals and families, offering expert advice on investments, retirement planning, insurance, and estate planning.

You will build trusted relationships with clients, understand their needs, and tailor solutions to help them achieve long-term financial goals.

Qualifications

• Bachelor's degree in Finance, Economics, or related field.
• CFP designation is highly valued.
• Minimum 4 years of financial planning/wealth management experience.
• Strong knowledge of investment products, insurance, and retirement planning.
• Excellent communication and client relationship skills.
• Proficiency in financial planning software and MS Office.

Responsibilities

• Conduct thorough financial needs analysis and develop personalized financial plans.
• Provide expert advice on investments, retirement planning, and wealth accumulation.
• Monitor client portfolios and market conditions; adjust recommendations.
• Educate clients on financial products and strategies to enable informed decisions.
• Ensure compliance with industry regulations and ethical standards.

Skills

Communication

Interpersonal skills

CRM

Education

Bachelor's degree in Finance or Economics

CFP designation

Tools

Financial planning software

MS Office

Job description

About the Role: Our client is seeking a highly professional and client-centric Financial Planner to join their established practice in Randburg . This role involves developing comprehensive financial plans for individuals and families, helping them achieve their long-term financial goals through expert advice on investments, retirement planning, insurance, and estate planning. You will build trusted relationships with clients, understanding their unique needs and providing tailored solutions. This is a prime opportunity to contribute your expertise to a respected financial advisory firm and grow your career in a client-facing role within the bustling economic landscape of Gauteng .

Key Responsibilities

• Conduct thorough financial needs analysis and develop personalized financial plans.
• Provide expert advice on investment strategies, retirement planning, and wealth accumulation.
• Monitor client portfolios and market conditions, making recommendations for adjustments.
• Educate clients on financial products and strategies to help them make informed decisions.
• Ensure compliance with all industry regulations and ethical standards.

Requirements

• Bachelor's degree in Finance, Economics, or a related discipline.
• Relevant professional designations (e.g., CFP) are highly valued.
• Minimum of 4 years of experience in financial planning or wealth management.
• Strong understanding of investment products, insurance, and retirement planning vehicles.
• Excellent communication, interpersonal, and client relationship management skills.
• Proficiency in financial planning software and MS Office Suite.

Benefits

• Competitive annual salary with attractive commission and bonus structures.
• Comprehensive medical aid, life insurance, and retirement fund benefits.
• Opportunities for continuous professional development and advanced certifications.
• A professional and supportive work environment in Randburg .
• Potential for partnership track for high performers.