Hybrid Financial Planner for Wealth & Retirement Strategy

Placements24; Upington; Hybrid; ZAR 360,000 - 720,000; Full time

Benefits offered by this job

Medical aid

Retirement savings plan

Professional development support

Bonuses and commissions

Job summary

Placements24 in Upington, Northern Cape, ZA seeks a client-centric Financial Planner to develop personalized strategies for individuals and families, including retirement, investments, and estate planning. The hybrid role supports remote client consultations alongside in-office meetings at the Upington branch.

The ideal candidate will have a Bachelor’s degree in finance-related fields, a CFP designation (preferred), and 3–5 years in financial planning or wealth management.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• CFP or equivalent designation highly preferred.
• 3–5 years of experience in financial planning, investment advisory, or wealth management.
• Proven experience in developing and presenting comprehensive financial plans.
• Strong knowledge of investment principles, retirement planning, insurance, and tax strategies.

Responsibilities

• Conduct comprehensive financial needs analyses for clients, assessing their current financial situation, goals, and risk tolerance.
• Develop customized financial plans covering investments, retirement, insurance, education funding, and estate planning.
• Recommend and implement suitable investment strategies and products tailored to client objectives.
• Provide ongoing advice and support to clients, monitoring their financial plans and making adjustments as needed.
• Build and maintain strong, long-term relationships with clients through regular communication and exceptional service.
• Stay current with market trends, economic conditions, and changes in financial regulations and products.
• Ensure compliance with all industry regulations, company policies, and ethical standards.
• Collaborate with internal specialists to provide holistic client solutions.
• Prospect for new clients and grow the client base through networking and referrals.
• Maintain accurate client records and manage the financial planning process efficiently.

Skills

Communication

Interpersonal skills

Client service

Education

Bachelor's degree in Finance/Economics/Business Admin

CFP designation

Tools

CRM systems

Financial planning software

Job description

Placements24 in Upington, Northern Cape, ZA seeks a client-centric Financial Planner to develop personalized strategies for individuals and families, including retirement, investments, and estate planning. The hybrid role supports remote client consultations alongside in-office meetings at the Upington branch.

The ideal candidate will have a Bachelor’s degree in finance-related fields, a CFP designation (preferred), and 3–5 years in financial planning or wealth management.