Financial Planner - Client Advisory

Placements24; Soweto; On-site; ZAR 360,000 - 600,000; Full time

Benefits offered by this job

Competitive base salary plus bonus

Medical aid and retirement fund

Professional development opportunities

Supportive team environment

Job summary

Placements24 in Soweto, Gauteng, seeks a dedicated Financial Planner to guide individuals and families toward achieving their financial goals through personalized planning and advice. You will assess clients' financial situations and develop comprehensive plans spanning retirement, investments, insurance, and estate planning.

The role emphasizes strong interpersonal skills, ethical client service, and collaboration with other professionals to support client financial well-being in the community.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or related field.
• Relevant professional certifications (e.g., CFP®, Postgrad Diploma in Financial Planning) are advantageous.
• Minimum of 3 years of experience in financial planning, wealth management, or client advisory roles.

Responsibilities

• Conduct thorough financial needs analyses for individual clients and families.
• Develop personalized financial plans covering retirement, investments, insurance, education funding, and estate planning.
• Provide expert advice on investment products, retirement vehicles, and risk management solutions.
• Educate clients on financial concepts and strategies to empower informed decisions.
• Build and maintain strong, long-term client relationships based on trust and transparency.
• Stay updated on financial market trends, economic conditions, and relevant legislation.
• Monitor client portfolios and recommend adjustments to align with goals and market conditions.
• Collaborate with other financial professionals when necessary.
• Ensure compliance with regulatory requirements and industry best practices.
• Meet or exceed sales and client service targets.

Skills

Financial planning

Client relationships

Regulatory compliance

CRM proficiency

Sales targets

Education

Bachelor's degree in Finance or related field

Tools

CRM systems

Financial planning software

Job description

About the Role

Our client, a trusted financial advisory firm, is seeking a dedicated and client-focused Financial Planner to join their team in Soweto, Gauteng . This role is instrumental in guiding individuals and families towards achieving their financial goals through personalized planning and advice. You will be responsible for assessing clients' financial situations, developing comprehensive financial plans encompassing retirement planning, investment strategies, insurance needs, and estate planning. The ideal candidate possesses strong interpersonal skills, a deep understanding of financial products, and a commitment to ethical client service within the Banking & Finance sector. This position is office-based in Soweto , fostering direct client relationships and team collaboration. We are looking for a passionate individual eager to make a tangible difference in the financial well-being of our clients.

Key Responsibilities

• Conduct thorough financial needs analysis for individual clients and families.
• Develop personalized financial plans covering retirement, investments, insurance, education funding, and estate planning.
• Provide expert advice on investment products, retirement vehicles, and risk management solutions.
• Educate clients on financial concepts and strategies to empower informed decision-making.
• Build and maintain strong, long-term relationships with clients based on trust and transparency.
• Stay updated on financial market trends, economic conditions, and relevant legislation.
• Monitor client portfolios and recommend adjustments to align with evolving goals and market conditions.
• Collaborate with other financial professionals, such as accountants and attorneys, when necessary.
• Ensure compliance with all regulatory requirements and industry best practices.
• Meet or exceed established sales and client service targets.

Requirements

• Bachelor's degree in Finance, Economics, Business, or a related field.
• Relevant professional certifications (e.g., CFP®, Postgrad Diploma in Financial Planning) are highly advantageous.
• Minimum of 3 years of experience in financial planning, wealth management, or a client advisory role.
• Strong knowledge of financial planning principles, investment vehicles, insurance products, and retirement planning strategies.
• Excellent interpersonal, communication, and presentation skills.
• Proven ability to build rapport and trust with clients.
• Proficiency in financial planning software and CRM systems.
• High ethical standards and a commitment to acting in the client's best interest.
• Detail-oriented with strong organizational and time management skills.
• Ability to work independently and as part of a team.
• A passion for helping individuals achieve their financial aspirations.

Benefits

• Competitive base salary with attractive commission and bonus structure.
• Comprehensive medical aid, life insurance, and retirement fund benefits.
• Opportunities for advanced training and professional development.
• A supportive team environment focused on client success.
• Meaningful work assisting the community in Soweto achieve financial security.