Financial Planner - Wealth Management - Hybrid

Placements24; Upington; Hybrid; ZAR 360,000 - 720,000; Full time

Benefits offered by this job

Medical aid

Retirement savings plan

Professional development support

Bonuses and commissions

Job summary

Placements24 in Upington, Northern Cape, ZA seeks a client-centric Financial Planner to develop personalized strategies for individuals and families, including retirement, investments, and estate planning. The hybrid role supports remote client consultations alongside in-office meetings at the Upington branch.

The ideal candidate will have a Bachelor’s degree in finance-related fields, a CFP designation (preferred), and 3–5 years in financial planning or wealth management.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• CFP or equivalent designation highly preferred.
• 3–5 years of experience in financial planning, investment advisory, or wealth management.
• Proven experience in developing and presenting comprehensive financial plans.
• Strong knowledge of investment principles, retirement planning, insurance, and tax strategies.

Responsibilities

• Conduct comprehensive financial needs analyses for clients, assessing their current financial situation, goals, and risk tolerance.
• Develop customized financial plans covering investments, retirement, insurance, education funding, and estate planning.
• Recommend and implement suitable investment strategies and products tailored to client objectives.
• Provide ongoing advice and support to clients, monitoring their financial plans and making adjustments as needed.
• Build and maintain strong, long-term relationships with clients through regular communication and exceptional service.
• Stay current with market trends, economic conditions, and changes in financial regulations and products.
• Ensure compliance with all industry regulations, company policies, and ethical standards.
• Collaborate with internal specialists to provide holistic client solutions.
• Prospect for new clients and grow the client base through networking and referrals.
• Maintain accurate client records and manage the financial planning process efficiently.

Skills

Communication

Interpersonal skills

Client service

Education

Bachelor's degree in Finance/Economics/Business Admin

CFP designation

Tools

CRM systems

Financial planning software

Job description

About the Role

Our client, a reputable wealth management firm, is seeking a dedicated and client-centric Financial Planner to join their expanding team in Upington, Northern Cape, ZA . This hybrid role involves developing personalized financial strategies for individuals and families to help them achieve their long-term financial goals, including retirement planning, investment management, and estate planning. You will leverage your expertise in the Banking & Finance sector to build strong client relationships, provide expert advice, and guide clients through complex financial decisions. The role offers a flexible hybrid model, allowing for remote client consultations and planning, alongside in-office collaboration and client meetings within the Upington branch. This is an excellent opportunity for a motivated professional to build a successful career in wealth management.

Key Responsibilities

• Conduct comprehensive financial needs analyses for clients, assessing their current financial situation, goals, and risk tolerance.
• Develop customized financial plans covering investments, retirement, insurance, education funding, and estate planning.
• Recommend and implement suitable investment strategies and products tailored to client objectives.
• Provide ongoing advice and support to clients, monitoring their financial plans and making adjustments as needed.
• Build and maintain strong, long-term relationships with clients through regular communication and exceptional service.
• Stay current with market trends, economic conditions, and changes in financial regulations and products.
• Ensure compliance with all industry regulations, company policies, and ethical standards.
• Collaborate with internal specialists (e.g., investment managers, tax advisors) to provide holistic client solutions.
• Prospect for new clients and grow the client base through networking and referrals.
• Maintain accurate client records and manage the financial planning process efficiently.

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• A recognized financial planning designation (e.g., CFP) is highly preferred.
• Minimum of 3-5 years of experience in financial planning, investment advisory, or wealth management.
• Proven experience in developing and presenting comprehensive financial plans.
• Strong knowledge of investment principles, retirement planning, insurance, and tax strategies.
• Excellent communication, interpersonal, and client service skills.
• Ability to build trust and rapport with clients from diverse backgrounds.
• Proficiency in financial planning software and CRM systems.
• High ethical standards and a commitment to acting in the client's best interest.
• Ability to work effectively in a hybrid capacity, managing remote client interactions and in-office responsibilities in Upington, Northern Cape, ZA .
• Sales-oriented with a passion for helping clients achieve financial success.

Benefits

Our client offers a competitive base salary plus performance-based bonuses and commissions, reflecting your contribution to client success. Comprehensive benefits include medical aid, a retirement savings plan, and support for professional development and certifications. The hybrid work model provides flexibility for work-life balance and efficient client management. You will join a collaborative and supportive team environment with opportunities for career advancement within the firm. Access to robust research and analytical tools is provided to enhance client service delivery.