Lead Financial Planner

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

About the Role

Our client, a respected wealth management firm in Klerksdorp, North West , is seeking an experienced and client-focused Lead Financial Planner. This role is responsible for developing and executing comprehensive financial plans for high-net-worth individuals and families, helping them achieve their long-term financial goals. The Lead Financial Planner will also be responsible for mentoring junior advisors and contributing to the firm's strategic direction in wealth management services. This is a significant opportunity to lead a team and influence client outcomes in the vibrant community of Klerksdorp . We are looking for a professional with a passion for client success and a deep understanding of investment strategies, retirement planning, and estate planning. The role embraces a hybrid work model, offering a balance between client interactions and flexible remote work.

Key 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.

Requirements

• Bachelor's degree in Finance, Economics, Business, or a related field.
• Professional certifications such as CFP (Certified Financial Planner) are essential.
• A minimum of 6 years of experience in financial planning, with a proven track record of managing affluent client relationships and complex financial plans.
• Demonstrated experience in leading or mentoring a team of financial advisors.
• Comprehensive knowledge of investment strategies, retirement planning, estate planning, insurance, and tax implications.
• Excellent communication, interpersonal, and presentation skills.
• Strong analytical and problem-solving abilities.
• Proficiency in financial planning software and CRM systems.
• Understanding of the financial landscape in North West province is advantageous.
• High ethical standards and a client-centric approach.

Benefits

• Our client offers a competitive base salary, complemented by an attractive commission and bonus structure tied to client acquisition and retention.
• Comprehensive medical aid coverage.
• A retirement annuity fund.
• Life insurance.
• Opportunities for continued professional development, including advanced certifications and workshops, are readily available.
• The firm fosters a collaborative and supportive team environment in Klerksdorp .
• The hybrid work arrangement supports work-life balance.
• Be part of a firm dedicated to empowering clients to achieve their financial aspirations.