Financial Planner

Placements24; Vereeniging; Hybrid; ZAR 360,000 - 520,000; Full time

Benefits offered by this job

Health, dental, and vision benefits

Competitive base salary + commissions

Retirement savings plan with employer

Job summary

Placements24 in Vereeniging, Gauteng, seeks a dedicated Financial Planner to join our advisory team in a hybrid role, combining in-person meetings with remote consultations. You will develop personalized financial strategies, including retirement planning, investments, and risk assessment, tailored to each client's goals, and build long-term relationships with a diverse client base in the region.

In this position you will stay current with market trends and regulatory changes, while pursuing

Qualifications

• Bachelor's degree in Finance, Economics, Business, or related field; CFP or similar certifications are advantageous.
• Proven experience in financial planning or wealth management.
• Strong knowledge of investment vehicles, insurance products, and retirement strategies.

Responsibilities

• Develop comprehensive financial plans based on client goals, risk tolerance, and time horizon.
• Provide advice on investments, retirement planning, insurance needs, and estate planning.
• Conduct regular reviews with clients to monitor progress and adjust plans as needed.
• Stay current with market trends, investment products, and regulatory changes.
• Build and maintain long-term relationships with a diverse client base.

Skills

Financial planning

Investment knowledge

Communication skills

Client interaction

Education

Bachelor's degree in Finance/ Economics/ Business

CFP desirable

Tools

Portfolio management software

Risk assessment tools

Job description

About the Role

Our client is seeking a dedicated Financial Planner to join their advisory team in Vereeniging . This hybrid role allows you to build meaningful client relationships through a combination of in-person meetings and remote consultations. You will be responsible for developing personalized financial strategies, including retirement planning, investment management, and risk assessment, tailored to each client's unique goals and circumstances. The ideal candidate is passionate about helping clients achieve financial security and independence, possesses strong communication skills, and thrives in a dynamic financial planning environment. You will be instrumental in guiding clients towards achieving their long-term financial aspirations within the Gauteng region.

Key Responsibilities

• Develop comprehensive financial plans based on client goals, risk tolerance, and time horizon.
• Provide advice on investment strategies, retirement planning, insurance needs, and estate planning.
• Conduct regular reviews with clients to monitor progress and make necessary adjustments to their financial plans.
• Stay current with financial market trends, investment products, and regulatory changes.
• Build and maintain strong, long-term relationships with a diverse client base.

Requirements

• Bachelor's degree in Finance, Economics, Business, or a related field; relevant professional certifications (e.g., CFP) are highly desirable.
• Proven experience in financial planning or wealth management.
• Strong knowledge of investment vehicles, insurance products, and retirement planning strategies.
• Excellent interpersonal, communication, and presentation skills, adept at client interaction in both face-to-face and virtual settings .
• Ability to manage client portfolios and provide sound financial advice in a hybrid operational model .

Benefits

• Competitive base salary plus attractive commission and bonus structures.
• Comprehensive health, dental, and vision benefits package.
• Retirement savings plan with employer matching.
• Opportunities for continuous professional development and advanced certifications.
• A collaborative and client-focused work environment with growth potential.