Financial Planner

Placements24; Stellenbosch; Hybrid; ZAR 420,000 - 640,000; Full time

Benefits offered by this job

Competitive salary & commission

Medical aid & retirement benefits

Professional development & training

Hybrid work model

Beautiful Stellenbosch setting

Job summary

Placements24 is seeking a dedicated Certified Financial Planner to join our Stellenbosch team in a hybrid role focused on personalized wealth management for individuals and families.

You will develop comprehensive plans covering retirement, investments, insurance, and estate planning, meeting with clients in person and via remote support. The ideal candidate is client-centric, ethical, and communicates effectively to build lasting relationships.

Qualifications

• CFP designation is essential.
• Relevant tertiary qualification in Finance, Economics, or a related field.
• Minimum of 3 years of experience as a Financial Planner or Wealth Advisor.
• Strong understanding of financial planning principles, investments, and risk management.

Responsibilities

• Assess clients' financial situations, risk tolerance, and long-term goals.
• Develop tailored financial plans encompassing investments, retirement, insurance, and estate planning.
• Provide expert advice on investment strategies, market trends, and financial products.
• Regularly review and update financial plans based on clients' changing circumstances and market conditions.
• Educate clients on financial concepts and strategies to empower their decision-making.
• Maintain strong client relationships and ensure a high level of client satisfaction.

Skills

Analytical skills

Communication skills

Presentation skills

Education

Bachelor’s degree in Finance or Economics

Job description

About the Role

Our client is seeking a dedicated and certified Financial Planner to join their esteemed team in Stellenbosch . This hybrid role focuses on providing personalized financial advice and wealth management strategies to individuals and families. You will be responsible for developing comprehensive financial plans that address retirement, investment, insurance, and estate planning needs. Working with a mix of in-person client meetings and remote support, you will leverage your expertise to help clients achieve their long-term financial goals. The ideal candidate is client-centric, highly ethical, and possesses excellent analytical and communication skills.

Key Responsibilities

• Assess clients' financial situations, risk tolerance, and long-term goals.
• Develop tailored financial plans encompassing investments, retirement, insurance, and estate planning.
• Provide expert advice on investment strategies, market trends, and financial products.
• Regularly review and update financial plans based on clients' changing circumstances and market conditions.
• Educate clients on financial concepts and strategies to empower their decision-making.
• Maintain strong client relationships and ensure a high level of client satisfaction.

Requirements

• Relevant tertiary qualification in Finance, Economics, or a related field.
• Certified Financial Planner (CFP) designation is essential.
• Minimum of 3 years of experience as a Financial Planner or Wealth Advisor.
• Comprehensive understanding of financial planning principles, investment vehicles, and risk management.
• Excellent communication, interpersonal, and presentation skills.
• Proficiency in financial planning software and tools.

Benefits

• Competitive salary and attractive commission structure.
• Comprehensive medical aid and retirement benefits.
• Professional development support and continuous training.
• Hybrid work model offering both office presence and remote flexibility.
• Opportunity to build a loyal client base in a beautiful setting.