Financial Planning Specialist

Placements24; Soweto; On-site; ZAR 180,000 - 240,000; Full time

Benefits offered by this job

Competitive salary

Office-based position in Soweto

Medical aid

Retirement fund benefits

Professional development

Client-focused team environment

Job summary

Placements24 is seeking a dedicated Financial Planning Specialist in Soweto to provide comprehensive financial guidance to individuals and families. You will assess client needs, develop personalized plans, and advise on investments, retirement planning and risk management.

Role focuses on building strong client relationships, educating clients, and ensuring regulatory compliance while contributing to the community's financial well-being.

Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration or a related field.
• Minimum of 3 years of experience in financial planning or advisory roles.
• Knowledge of investment principles, retirement planning and insurance products.

Responsibilities

• Conduct financial needs analyses to understand client goals and risk tolerance.
• Develop personalized financial plans covering budgets, savings, investments, retirement and insurance.
• Advise on suitable financial products and strategies aligned with client objectives.
• Monitor progress and provide updates and adjustments to plans.
• Educate clients to enhance financial literacy and understanding.
• Ensure compliance with industry regulations and ethical standards.

Skills

Analytical skills

Communication skills

Interpersonal skills

Client relationship building

Education

Bachelor's degree in Finance / Economics / Business Administration

Tools

Financial planning software

Job description

About the Role

Our client is seeking a dedicated Financial Planning Specialist to join their growing team in Soweto. This role is focused on providing comprehensive financial guidance to individuals and families, helping them achieve their short-term and long-term financial goals. You will be responsible for assessing client needs, developing personalized financial plans, and advising on investment strategies, retirement planning, and risk management. This is an excellent opportunity to build a career in financial planning and make a tangible difference in the financial well-being of the community.

Key Responsibilities

• Conduct thorough financial needs analyses with clients to understand their goals, risk tolerance, and current financial situation.
• Develop customized financial plans covering areas such as budgeting, savings, investments, retirement, and insurance.
• Recommend suitable financial products and strategies aligned with client objectives.
• Monitor client progress towards financial goals and provide regular updates and adjustments.
• Educate clients on financial concepts and strategies to enhance their financial literacy.
• Ensure compliance with all industry regulations and ethical standards in financial advice.

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Minimum of 3 years of experience in financial planning, advisory services, or a related financial role.
• Strong understanding of investment principles, retirement planning vehicles, and insurance products.
• Excellent analytical, communication, and interpersonal skills.
• Ability to build rapport and trust with clients from diverse backgrounds.
• Relevant certifications (e.g., NQF Level 5 in Wealth Management, RE5) are advantageous.

Benefits

• Competitive salary and potential for performance-based incentives.
• Office-based position in a dynamic Soweto location.
• Comprehensive medical aid and retirement fund benefits.
• Support for professional development and relevant certifications.
• A client-focused and supportive team environment.