Hybrid Lead Financial Planner for High-Net-Worth Clients

Placements24; Klerksdorp; Hybrid; ZAR 900,000 - 1,200,000; Full time

Benefits offered by this job

Base salary + commission

Medical aid

Retirement annuity

Life insurance

Professional development

Hybrid work model

Job summary

Placements24 in Klerksdorp, North West, seeks an experienced Lead Financial Planner to develop comprehensive plans for high-net-worth clients. You will mentor junior advisors and shape the firm’s wealth management strategy in a hybrid work setup.

The role requires a CFP, 6+ years of experience, and strong client-facing and analytical skills to drive long-term goals for affluent families.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or related field.
• CFP certification is essential.
• Minimum 6 years of financial planning experience.
• Experience mentoring junior advisors.
• Knowledge of investments, retirement and estate planning.
• Strong communication and presentation skills.
• Proficiency with planning software and CRM.
• Knowledge of North West province market advantageous.
• High ethical standards and client-centric approach.

Responsibilities

• Develop and present customized financial plans, including investment, retirement, tax, insurance, and estate planning strategies.
• Build and maintain strong, long-lasting relationships with a portfolio of high-net-worth clients.
• Conduct in-depth client discovery meetings to understand their financial situation, objectives, and risk tolerance.
• Monitor clients' financial progress, providing regular reviews and making necessary adjustments to their financial plans.
• Lead and mentor a team of financial advisors, providing guidance on best practices, client management, and technical expertise.
• Stay current with market trends, financial products, and regulatory changes affecting wealth management.
• Collaborate with other professionals (e.g., accountants, attorneys) to ensure holistic client solutions.
• Contribute to the development of new financial planning services and strategies for the firm.
• Ensure compliance with all relevant industry regulations and firm policies.

Skills

Excellent communication

Interpersonal skills

Presentation skills

Analytical thinking

Problem-solving

Client management

Education

Bachelor's degree in Finance or related field

CFP certification

Tools

Financial planning software

CRM systems

Job description

Placements24 in Klerksdorp, North West, seeks an experienced Lead Financial Planner to develop comprehensive plans for high-net-worth clients. You will mentor junior advisors and shape the firm’s wealth management strategy in a hybrid work setup.

The role requires a CFP, 6+ years of experience, and strong client-facing and analytical skills to drive long-term goals for affluent families.