Financial Planning Advisor

Placements24; Benoni; On-site; ZAR 300,000 - 520,000; Full time

Benefits offered by this job

Competitive base salary with bonus

Commission structure

Medical aid

Retirement fund benefits

Professional development support

Job summary

Placements24 in Benoni, Gauteng, seeks a certified Financial Planning Advisor to provide tailored wealth, retirement, and risk management strategies for individuals and families. You will build trusted client relationships and deliver comprehensive planning solutions.

Key focus areas include needs analyses, personalized financial plans, product recommendations, and ongoing portfolio monitoring. Strong ethics and ability to travel to meet clients are required.

Qualifications

• Relevant tertiary qualification in Finance, Economics, or related field.
• Professional CFP certification is essential.
• Minimum 3 years of experience as Financial Advisor/Planner in Banking & Finance.
• Proven ability to develop and implement comprehensive financial plans.
• Strong knowledge of investments, retirement, insurance, and estate planning.

Responsibilities

• Conduct financial needs analyses for clients and assess goals.
• Develop personalized plans covering retirement, investments, and estate planning.
• Recommend suitable products based on client profiles and market analysis.
• Educate clients on financial concepts to empower decisions.
• Build and maintain long-term client relationships with trust.
• Monitor portfolios and periodically review and adjust plans.
• Stay updated on market trends, regulations, and new products.
• Collaborate with accountants and lawyers for holistic solutions.
• Ensure compliance with all financial planning regulations and ethics.
• Generate leads and grow a client base through networking.

Skills

Communication skills

Interpersonal skills

Client relationship management

Independent work capability

Education

CFP certification

Finance/Economics degree

Tools

Financial planning software

Job description

About the Role

Our client, a well-established financial advisory firm based in **Benoni, Gauteng**, is seeking a dedicated and certified Financial Planning Advisor to join their growing team. This role focuses on providing comprehensive financial advice and customized planning solutions to individuals and families. You will be responsible for understanding clients' financial goals, developing strategies for wealth accumulation, retirement planning, and risk management, and building long-term trusted relationships. This is a fantastic opportunity to establish yourself within the Banking & Finance sector in **Benoni**, helping clients achieve their financial aspirations.

Key Responsibilities

• Conduct thorough financial needs analyses for clients, assessing their current situation and future goals.
• Develop personalized financial plans covering retirement, investments, insurance, and estate planning.
• Recommend suitable financial products and investment vehicles based on client profiles and market analysis.
• Educate clients on financial concepts and strategies to empower their decision-making.
• Build and maintain strong, long-lasting client relationships based on trust and transparency.
• Monitor client portfolios and review financial plans regularly, making adjustments as needed.
• Stay up-to-date with financial market trends, regulations, and new products.
• Collaborate with other professionals (e.g., accountants, lawyers) to ensure holistic client solutions.
• Ensure compliance with all relevant financial planning regulations and ethical standards.
• Generate leads and build a client base through networking and proactive outreach.

Requirements

• Relevant tertiary qualification in Finance, Economics, or a related field.
• Professional certification such as CFP (Certified Financial Planner) is essential.
• Minimum of 3 years of experience as a Financial Advisor or Financial Planner within the Banking & Finance industry.
• Proven ability to develop and implement comprehensive financial plans.
• Strong knowledge of investment products, insurance, retirement planning, and estate planning.
• Excellent communication, interpersonal, and client relationship management skills.
• High ethical standards and a commitment to client best interests.
• Proficiency in financial planning software and tools.
• Ability to work independently and manage client relationships effectively in **Benoni, Gauteng**.
• Valid driver's license and willingness to travel for client meetings.

Benefits

• Competitive base salary with an attractive commission and bonus structure.
• Comprehensive medical aid and retirement fund benefits.
• Support for ongoing professional development and further certifications.
• Opportunity to build a strong client base and grow your career.Professional and supportive work environment in **Benoni, Gauteng**.