Financial Planning Consultant

Placements24; Paarl; On-site; ZAR 450,000 - 550,000; Full time

Benefits offered by this job

Medical aid

Retirement contributions

Planning software access

Professional growth opportunities

Job summary

Placements24 is seeking a client-centric Financial Planning Consultant for our Paarl practice. You will craft comprehensive strategies for individuals and families, focusing on wealth growth, retirement security, and estate planning. Build trusted relationships and deliver expert guidance in a supportive, professional setting.

The role emphasizes collaboration with accountants and estate attorneys to provide holistic advice, with growth opportunities and a competitive benefits package.

Qualifications

• CFP certification and licenses are essential.
• Minimum of 4 years of experience in financial planning or wealth management.
• Strong knowledge of investment vehicles, retirement plans, insurance, and tax implications.

Responsibilities

• Conduct thorough client discovery meetings to understand financial goals, risk profiles, and time horizons.
• Develop personalized financial plans encompassing investment, retirement, insurance, and tax strategies.
• Present and explain financial plans clearly to clients, ensuring their understanding and buy-in.
• Monitor clients' financial progress and proactively adjust strategies in response to market changes or life events.
• Stay current with financial planning regulations, market trends, and product offerings.
• Collaborate with other professionals, such as accountants and estate attorneys, to provide holistic advice.

Skills

Client relationship mgmt

Communication skills

Financial planning

Tax planning

Estate planning

Education

CFP Certification

Tools

Planning software

Job description

About the Role

Our client is looking for a client-centric and knowledgeable Financial Planning Consultant to join their established practice in Paarl . You will be responsible for developing comprehensive financial strategies for individuals and families, focusing on wealth accumulation, retirement security, and estate planning. Building strong, lasting relationships based on trust and expertise is paramount. This role offers the chance to make a tangible difference in clients' financial lives within a supportive and professional setting.

Key Responsibilities

• Conduct thorough client discovery meetings to understand financial goals, risk profiles, and time horizons.
• Develop personalized financial plans encompassing investment, retirement, insurance, and tax strategies.
• Present and explain financial plans clearly to clients, ensuring their understanding and buy-in.
• Monitor clients' financial progress and proactively adjust strategies in response to market changes or life events.
• Stay current with financial planning regulations, market trends, and product offerings.
• Collaborate with other professionals, such as accountants and estate attorneys, to provide holistic advice.

Requirements

• Relevant financial planning certifications (e.g., CFP) and licenses are essential.
• Minimum of 4 years of experience in financial planning or wealth management.
• Strong knowledge of investment vehicles, retirement plans, insurance, and tax implications.
• Exceptional client relationship management and communication skills.
• Proven ability to analyze complex financial situations and develop effective solutions.

Benefits

• Competitive salary with performance-based incentives.
• Comprehensive benefits package including medical aid and retirement contributions.
• Access to sophisticated financial planning software and tools.
• Opportunities for professional growth and specialization.
• A collaborative team culture and supportive management.