Lead Financial Planner

Placements24; Gauteng; Híbrido; ZAR 1.000.000 - 1.800.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid work model

Comprehensive health coverage

Retirement savings plan

Professional development opportunities

Distinguished client base access

Descripción de la vacante

Placements24 invites an experienced Lead Financial Planner to join our wealth management division in Sandton. You will lead a team of financial planners and manage a portfolio of high-net-worth clients, crafting comprehensive strategies across investments, retirement, and estate planning.

You will mentor colleagues, stay ahead of market trends, and collaborate with tax and estate professionals to deliver integrated wealth management solutions in a hybrid work environment.

Formación

• Bachelor's degree in Finance, Economics, Business, or a related field.
• CFP (Certified Financial Planner) designation is essential.
• Minimum of 7 years of experience in financial planning with a proven track record with high-net-worth clients.
• Leadership or team management experience is required.
• Strong knowledge of investment strategies, retirement planning, tax laws, and estate planning.

Responsabilidades

• Lead and mentor a team of financial planners, providing guidance, support, and performance management.
• Develop holistic financial plans for high-net-worth individuals and families, including investments, retirement, insurance, and estate planning.
• Conduct client needs analyses and risk assessments for personalized financial advice.
• Grow and manage a personal book of clients, building long-term relationships.
• Stay current with market trends, products, and regulatory changes to provide expert advice.
• Collaborate with tax advisors and estate attorneys to deliver integrated wealth management solutions.

Conocimientos

Team leadership

Wealth management

Client relationships

Investment planning

Retirement planning

Estate planning

Educación

Bachelor's degree in Finance/Economics/Business

CFP designation

Descripción del empleo

Lead Financial Planner (Sandton)

Our client is seeking a seasoned and client-focused Lead Financial Planner to join their prestigious wealth management division in Sandton. This role involves leading a team of financial planners while also managing a portfolio of high-net-worth clients. You will be responsible for developing comprehensive financial strategies, including investment planning, retirement planning, and estate planning, tailored to individual client needs. This is a leadership opportunity for an experienced professional aiming to shape client strategies and mentor colleagues within a highly reputable financial advisory firm, offering a blend of remote flexibility and in‑office collaboration.

Key Responsibilities

• Lead and mentor a team of financial planners, providing guidance, support, and performance management.
• Develop and implement holistic financial plans for high-net-worth individuals and families, covering investments, retirement, insurance, and estate planning.
• Conduct thorough client needs analysis and risk assessments to ensure personalized and effective financial advice.
• Manage and grow a personal book of clients, fostering long-term relationships built on trust and exceptional service.
• Stay current with market trends, financial products, and regulatory changes to provide expert advice.
• Collaborate with other specialists, such as tax advisors and estate attorneys, to deliver integrated wealth management solutions.

Requirements

• Bachelor's degree in Finance, Economics, Business, or a related field. Relevant professional designations such as CFP (Certified Financial Planner) are essential.
• Minimum of 7 years of experience in financial planning, with a proven track record of managing client portfolios and advising high-net-worth individuals.
• Experience in leadership or team management is required.
• Strong knowledge of investment strategies, retirement planning, tax laws, and estate planning principles.
• Excellent interpersonal, communication, and client relationship management skills.

Benefits

• Highly competitive salary with attractive bonus incentives and client acquisition rewards.
• Hybrid work model providing flexibility and work-life balance.
• Comprehensive health coverage and retirement savings plan.
• Opportunities for continuous professional development and advancement within the firm.
• Work in a sophisticated and professional environment with a distinguished client base.