Hybrid Financial Planner | Wealth & Retirement Strategy

Placements24; LegKraal Gate; Hybrid; ZAR 420,000 - 780,000; Full time

Benefits offered by this job

Competitive base salary with bonus

Hybrid work model

Professional development

Career advancement opportunities

Job summary

Placements24 is seeking a client-focused Financial Planner in Mahikeng, North West. You will help individuals and families achieve their financial goals through personalized planning, investments, retirement, and wealth management.

This role offers a hybrid work model with face-to-face meetings and remote work, a supportive team, ongoing professional development, and opportunities to advance within the firm.

Qualifications

• Bachelor-level or higher degree in Finance/Economics or related field required.
• CFP certification highly desirable and advantageous.

Responsibilities

• Assess clients' financial situations, needs and goals through consultations.
• Develop personalized financial plans covering investments, retirement, insurance, estate planning, and budgeting.
• Recommend products and strategies based on client profiles and risk tolerance.
• Educate clients on financial concepts and benefits of plans.
• Monitor progress and adjust plans for life changes or market conditions.
• Stay updated on market trends, economy, and regulations.
• Grow client base through proactive engagement and networking.
• Ensure compliance with financial regulations and ethics.
• Collaborate with other professionals to provide holistic solutions.

Skills

Financial planning

Client relationships

Analytical skills

Communication

Team collaboration

Education

Relevant tertiary degree in Finance/Economics

CFP (Certified Financial Planner)

Tools

CRM systems

Financial planning software

Job description

Placements24 is seeking a client-focused Financial Planner in Mahikeng, North West. You will help individuals and families achieve their financial goals through personalized planning, investments, retirement, and wealth management.

This role offers a hybrid work model with face-to-face meetings and remote work, a supportive team, ongoing professional development, and opportunities to advance within the firm.