Junior Financial Manager

Dante Personnel Recruitment; South Africa; Remote; ZAR 600,000 - 900,000; Full time

Benefits offered by this job

Competitive salary

Performance-based bonus

Fully remote work

Health benefits

Retirement plan

Professional development

Job summary

Dante Personnel Recruitment seeks a highly qualified Financial Planning Specialist to join a fully remote team, supporting clients from Upington and beyond. You will provide expert advice and create bespoke financial plans for individuals and families to meet long-term objectives.

You'll leverage expertise in investment management, retirement planning, and risk assessment to guide clients through complex decisions in a banking and finance environment focused on client success and financial

Qualifications

• Bachelor's degree in Finance, Economics, or a related field.
• CFP designation is strongly preferred.
• Minimum of 5 years of experience in financial planning or wealth management.
• Extensive knowledge of investment vehicles, retirement planning, tax implications, and estate law.
• Excellent analytical, communication, and client relationship management skills.
• Proficiency with financial planning software and tools.

Responsibilities

• Develop comprehensive, bespoke financial plans for individuals and families.
• Provide expert investment, retirement, and risk management guidance.
• Analyze client financial situations and goals to tailor recommendations.
• Monitor portfolios and adjust plans in line with market changes and client needs.
• Educate clients on financial concepts and rationales behind strategies.
• Ensure compliance with regulatory standards and ethical practices.

Skills

Analytical thinking

Client communication

Relationship management

Financial planning software

Education

Bachelor's degree in Finance or Economics

CFP certification

Tools

Financial planning software

Job description

Our client is looking for a highly qualified Financial Planning Specialist to join their fully remote team, supporting clients from Upington and beyond. This role focuses on providing expert advice and creating bespoke financial plans for individuals and families to help them achieve their long-term financial objectives. You will leverage your expertise in investment management, retirement planning, and risk assessment to guide clients through complex financial decisions. This is an excellent remote opportunity for a dedicated professional in the banking and finance sector committed to client success and financial well-being.

About the Role

Our client is looking for a highly qualified Financial Planning Specialist to join their fully remote team, supporting clients from Upington and beyond. This role focuses on providing expert advice and creating bespoke financial plans for individuals and families to help them achieve their long-term financial objectives. You will leverage your expertise in investment management, retirement planning, and risk assessment to guide clients through complex financial decisions. This is an excellent remote opportunity for a dedicated professional in the banking and finance sector committed to client success and financial well-being.

Key Responsibilities

• Develop comprehensive, personalized financial plans encompassing investments, retirement, insurance, and estate planning.
• Conduct in-depth analysis of client's financial situations, risk tolerance, and goals.
• Provide expert recommendations on suitable financial products and strategies.
• Monitor client portfolios and market trends, making proactive adjustments to financial plans as needed.
• Educate clients on financial concepts and the rationale behind recommended strategies.
• Ensure all financial planning activities comply with regulatory standards and ethical best practices.

Requirements

• Bachelor's degree in Finance, Economics, or a related field.
• Professional designation such as CFP (Certified Financial Planner) is strongly preferred.
• Minimum of 5 years of experience in financial planning or wealth management.
• Extensive knowledge of investment vehicles, retirement planning, tax implications, and estate law.
• Excellent analytical, communication, and client relationship management skills.
• Proficiency with financial planning software and tools.

Benefits

• Competitive salary and performance-driven bonus structure.
• Fully remote work arrangement offering ultimate flexibility.
• Comprehensive health benefits and a robust retirement savings plan.
• Support for ongoing professional development and certifications.
• A client-centric culture focused on trust and long-term partnerships.