Financial Planner (Hybrid)

Placements24; Bloemfontein; Hybrid; ZAR 420,000 - 720,000; Full time

Benefits offered by this job

Competitive base salary

Commission structure

Career development

Job summary

Placements24 seeks a dedicated Financial Planner in Welkom to design personalized financial plans aligned with client goals. The role blends office meetings with remote work, offering a flexible hybrid schedule.

The ideal candidate has 3–5 years in financial planning, strong communication skills, and familiarity with CRM systems and planning software. CFP certification is desirable and progression within the Banking & Finance sector is supported.

Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field.
• CFP certification (or equivalent) desirable.
• 3-5 years of financial planning or advisory experience.
• Knowledge of investment vehicles, insurance, and retirement planning.
• Excellent communication and interpersonal skills.
• Experience with CRM and financial planning software.
• Hybrid role based in Welkom, Free State office.

Responsibilities

• Develop comprehensive financial plans tailored to individual client needs, including retirement planning and investment strategies.
• Analyze clients' financial situations, assets, liabilities, income, and expenditures.
• Provide expert advice on investment products, insurance, and estate planning.
• Build and maintain strong, long-lasting client relationships.
• Stay up-to-date with financial products, market trends, and regulatory changes.
• Conduct regular reviews of client portfolios and adjust strategies as needed.
• Achieve personal and team sales targets and performance goals.
• Ensure all advice and recommendations comply with industry regulations and company policies.

Skills

Client relationship

Communication

Financial planning

Regulatory awareness

Education

Bachelor's degree in Finance or related field

CFP certification desirable

Tools

CRM systems

Financial planning software

Job description

About the Role

Our client, a leading financial advisory firm, is seeking a dedicated Financial Planner to join their team in **Welkom, Free State, ZA**. This hybrid role offers a flexible work arrangement, combining office-based client meetings and team collaboration with the convenience of remote work. You will be responsible for developing personalized financial plans for clients, helping them achieve their short-term and long-term financial goals. The ideal candidate will possess strong interpersonal skills, a thorough understanding of financial products, and a passion for helping individuals manage their wealth effectively. This position is vital for supporting our client's growth in the **Banking & Finance** sector.

Key Responsibilities

• Develop comprehensive financial plans tailored to individual client needs, including retirement planning, investment strategies, and risk management.
• Analyze clients' financial situations, assets, liabilities, income, and expenditures.
• Provide expert advice on investment products, insurance, and estate planning.
• Build and maintain strong, long-lasting client relationships.
• Stay up-to-date with the latest financial products, market trends, and regulatory changes.
• Conduct regular reviews of client portfolios and adjust strategies as needed.
• Achieve personal and team sales targets and performance goals.
• Ensure all advice and recommendations comply with industry regulations and company policies.

Requirements

• Bachelor's degree in Finance, Business Administration, or a related field.
• Relevant certifications such as CFP® (Certified Financial Planner) are highly desirable.
• Minimum of 3-5 years of experience in financial planning or a similar client-facing advisory role.
• Proven track record of successfully managing client portfolios and meeting financial planning objectives.
• Strong knowledge of investment vehicles, insurance products, and retirement planning strategies.
• Excellent communication, negotiation, and interpersonal skills.
• Ability to build rapport and trust with diverse client base.
• Familiarity with financial planning software and CRM systems.
• Must be willing to work a hybrid schedule from our **Welkom, Free State, ZA** office.

Benefits

Our client offers a competitive base salary, attractive commission structure, and a comprehensive benefits package. The hybrid work model provides excellent work-life balance. Opportunities for continuous professional development and career advancement within the **Banking & Finance** industry are provided. Be part of a supportive team environment dedicated to client success in **Free State, ZA**.