Financial Planner & Advisor

Placements24; Randburg; Hybrid; ZAR 300,000 - 600,000; Full time

Benefits offered by this job

Hybrid work model

Professional development opportunities

Medical aid and retirement planning

Job summary

Placements24 is seeking a dedicated Financial Planner & Advisor for a hybrid position in Randburg. You will deliver comprehensive financial plans, including retirement, investments, education, and estate planning, while advising clients on market trends and strategy.

Strong relationship-building and regulatory compliance are essential. You will collaborate with professionals to provide holistic advice, manage client portfolios, and help clients reach their financial goals in a client-focused

Qualifications

• Bachelor's degree in Finance, Economics, Business or related field.
• CFP® or RE5 certification required.
• Minimum 3 years of experience in financial planning or wealth management.
• Strong knowledge of investment products, retirement planning and tax implications.
• Excellent communication and relationship management skills.

Responsibilities

• Develop and implement customized financial plans for clients, covering retirement, investment, education, and estate planning.
• Analyze clients' financial status, income, expenses, and goals to provide appropriate recommendations.
• Educate clients on financial products, strategies, and market trends.
• Build and maintain a strong client base through proactive relationship management and networking.
• Stay up-to-date with financial market developments, regulations, and new financial products.
• Ensure compliance with all industry regulations and company policies.
• Collaborate with other professionals to provide holistic financial advice.
• Conduct regular reviews of clients' financial plans and adjust strategies as needed.
• Manage client portfolios and ensure alignment with stated objectives and risk tolerance.
• Achieve sales targets and contribute to the overall growth of the firm.

Skills

Client relationship management

Communication skills

Analytical thinking

Problem solving

Time management

Education

Bachelor's degree in Finance or related field

CFP® or RE5 certification

Tools

Financial planning software

CRM systems

Job description

About the Role

Our client, a leading wealth management firm, is seeking a dedicated and client-focused Financial Planner & Advisor to join their growing team in Randburg . This role involves providing comprehensive financial planning services to individuals and families, helping them achieve their long-term financial goals through personalized investment strategies, retirement planning, and risk management solutions. This is a hybrid position, requiring regular engagement with clients and colleagues in our Randburg office, balanced with the flexibility of remote work for administrative tasks and client communication. You will build strong relationships with clients, understand their unique financial situations, and offer expert advice tailored to their needs. The ideal candidate is passionate about financial planning, possesses excellent communication skills, and is driven by client success.

Key Responsibilities

• Develop and implement customized financial plans for clients, covering retirement, investment, education, and estate planning.
• Analyze clients' financial status, income, expenses, and goals to provide appropriate recommendations.
• Educate clients on financial products, strategies, and market trends.
• Build and maintain a strong client base through proactive relationship management and networking.
• Stay up-to-date with financial market developments, regulations, and new financial products.
• Ensure compliance with all industry regulations and company policies.
• Collaborate with other professionals (e.g., accountants, lawyers) to provide holistic financial advice.
• Conduct regular reviews of clients' financial plans and adjust strategies as needed.
• Manage client portfolios and ensure alignment with stated objectives and risk tolerance.
• Achieve sales targets and contribute to the overall growth of the firm.

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Relevant professional certifications such as CFP® (Certified Financial Planner), RE5, or similar qualifications are essential.
• Minimum of 3 years of experience in financial planning or wealth management.
• Proven track record of successfully managing client relationships and achieving financial goals for clients.
• In-depth knowledge of investment products, insurance, retirement planning, and tax implications.
• Excellent communication, interpersonal, and presentation skills.
• Strong analytical and problem-solving abilities.
• Proficiency in financial planning software and CRM systems.
• Ability to work independently and manage time effectively in a hybrid work environment.
• High ethical standards and a commitment to client confidentiality.

Benefits

• Competitive base salary plus attractive commission structure.
• Hybrid work model offering flexibility and convenience.
• Opportunities for professional development and continuing education.
• Supportive team environment and mentorship from experienced professionals.
• Comprehensive benefits package including medical aid and retirement planning.
• Potential for career advancement within a reputable firm.
• Client-facing role in a dynamic Randburg setting.