Hybrid Financial Planner: Client Growth & Certifications

Placements24; Vereeniging; Hybrid; ZAR 360,000 - 520,000; Full time

Benefits offered by this job

Health, dental, and vision benefits

Competitive base salary + commissions

Retirement savings plan with employer

Job summary

Placements24 in Vereeniging, Gauteng, seeks a dedicated Financial Planner to join our advisory team in a hybrid role, combining in-person meetings with remote consultations. You will develop personalized financial strategies, including retirement planning, investments, and risk assessment, tailored to each client's goals, and build long-term relationships with a diverse client base in the region.

In this position you will stay current with market trends and regulatory changes, while pursuing

Qualifications

• Bachelor's degree in Finance, Economics, Business, or related field; CFP or similar certifications are advantageous.
• Proven experience in financial planning or wealth management.
• Strong knowledge of investment vehicles, insurance products, and retirement strategies.

Responsibilities

• Develop comprehensive financial plans based on client goals, risk tolerance, and time horizon.
• Provide advice on investments, retirement planning, insurance needs, and estate planning.
• Conduct regular reviews with clients to monitor progress and adjust plans as needed.
• Stay current with market trends, investment products, and regulatory changes.
• Build and maintain long-term relationships with a diverse client base.

Skills

Financial planning

Investment knowledge

Communication skills

Client interaction

Education

Bachelor's degree in Finance/ Economics/ Business

CFP desirable

Tools

Portfolio management software

Risk assessment tools

Job description

Placements24 in Vereeniging, Gauteng, seeks a dedicated Financial Planner to join our advisory team in a hybrid role, combining in-person meetings with remote consultations. You will develop personalized financial strategies, including retirement planning, investments, and risk assessment, tailored to each client's goals, and build long-term relationships with a diverse client base in the region.

In this position you will stay current with market trends and regulatory changes, while pursuing