Financial Planner

Placements24; Soweto; On-site; ZAR 420,000 - 660,000; Full time

Job summary

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

You will assess clients’ financial situations, develop comprehensive financial plans, and recommend investment, insurance, and retirement strategies to secure their future and build wealth effectively.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or a related discipline.
• Relevant industry certifications (RE5, CFP highly desirable).
• Minimum of 3 years of experience in financial planning or wealth management.
• Strong knowledge of investment products, insurance, retirement planning, and tax principles.
• Excellent communication, interpersonal and client-servicing skills.
• Ability to understand diverse client financial needs in Soweto community.

Responsibilities

• Conduct thorough assessments of clients' financial situations and goals.
• Develop personalized financial plans covering retirement, investments, insurance, and debt.
• Educate clients on financial products, market conditions and planning techniques.
• Implement and monitor plans, adjusting to changes in client circumstances or markets.
• Build and maintain trusted client relationships through regular communication.

Skills

Communication skills

Interpersonal skills

Client servicing

Financial planning knowledge

Education

Bachelor's degree in Finance, Economics, Business, or a related discipline

RE5

CFP designation

Tools

Investment products knowledge

Insurance knowledge

Retirement planning

Tax principles knowledge

Job description

About the Role

Our client is seeking a dedicated and client-focused Financial Planner to join their growing team in Soweto . This role is pivotal in helping individuals and families achieve their long-term financial goals through personalized planning and advice. You will be responsible for assessing clients' financial situations, developing comprehensive financial plans, and recommending suitable investment, insurance, and retirement strategies to secure their future and build wealth effectively.

Key Responsibilities

• Conduct thorough assessments of clients' financial situations, including income, expenses, assets, and liabilities.
• Develop personalized financial plans covering areas such as retirement planning, investment strategies, insurance needs, and debt management.
• Educate clients on various financial products, market conditions, and planning techniques.
• Implement and monitor financial plans, making adjustments as necessary to adapt to changing client circumstances or market dynamics.
• Build and maintain strong, trusting relationships with clients through regular communication and proactive support.
• Ensure all advice and recommendations comply with relevant financial regulations and ethical standards.

Requirements

• Bachelor's degree in Finance, Economics, Business, or a related discipline.
• Relevant industry certifications (e.g., RE5, CFP designation highly desirable).
• Minimum of 3 years of experience in financial planning , wealth management, or a related advisory role.
• Comprehensive understanding of investment products, insurance, retirement planning, and tax principles.
• Excellent communication, interpersonal, and client-servicing skills.
• Demonstrated ability to understand and address diverse client financial needs in the Soweto community.

Benefits

• Competitive base salary with an attractive commission and bonus structure.
• Comprehensive health, dental, and vision insurance coverage.
• Retirement savings plan with employer contributions.
• Opportunities for ongoing professional development, training, and certification support.
• A supportive work environment focused on client success and community impact in Soweto .