Hybrid Financial Planner & Advisor for Wealth Growth

Placements24; Randburg; Hybride; ZAR 300 000 - 600 000; Plein temps

Avantages offerts par ce poste

Hybrid work model

Professional development opportunities

Medical aid and retirement planning

Résumé du poste

Placements24 is seeking a dedicated Financial Planner & Advisor for a hybrid position in Randburg. You will deliver comprehensive financial plans, including retirement, investments, education, and estate planning, while advising clients on market trends and strategy.

Strong relationship-building and regulatory compliance are essential. You will collaborate with professionals to provide holistic advice, manage client portfolios, and help clients reach their financial goals in a client-focused

Qualifications

• Bachelor's degree in Finance, Economics, Business or related field.
• CFP® or RE5 certification required.
• Minimum 3 years of experience in financial planning or wealth management.
• Strong knowledge of investment products, retirement planning and tax implications.
• Excellent communication and relationship management skills.

Responsabilités

• Develop and implement customized financial plans for clients, covering retirement, investment, education, and estate planning.
• Analyze clients' financial status, income, expenses, and goals to provide appropriate recommendations.
• Educate clients on financial products, strategies, and market trends.
• Build and maintain a strong client base through proactive relationship management and networking.
• Stay up-to-date with financial market developments, regulations, and new financial products.
• Ensure compliance with all industry regulations and company policies.
• Collaborate with other professionals to provide holistic financial advice.
• Conduct regular reviews of clients' financial plans and adjust strategies as needed.
• Manage client portfolios and ensure alignment with stated objectives and risk tolerance.
• Achieve sales targets and contribute to the overall growth of the firm.

Connaissances

Client relationship management

Communication skills

Analytical thinking

Problem solving

Time management

Formation

Bachelor's degree in Finance or related field

CFP® or RE5 certification

Outils

Financial planning software

CRM systems

Description du poste

Placements24 is seeking a dedicated Financial Planner & Advisor for a hybrid position in Randburg. You will deliver comprehensive financial plans, including retirement, investments, education, and estate planning, while advising clients on market trends and strategy.

Strong relationship-building and regulatory compliance are essential. You will collaborate with professionals to provide holistic advice, manage client portfolios, and help clients reach their financial goals in a client-focused