Lead Financial Planner

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

Benefits offered by this job

Hybrid work model

Health coverage and retirement plan

Professional development

Prestigious client base

Job summary

Placements24 is seeking a seasoned Lead Financial Planner in Sandton to lead a team of financial planners and manage a portfolio of high-net-worth clients. You will craft comprehensive strategies across investments, retirement, and estate planning, mentoring colleagues within a prestigious advisory firm.

The role offers a hybrid work model blending in-office collaboration with remote flexibility and a focus on delivering expert, client-centric financial guidance.

Qualifications

• Bachelor’s degree or higher in Finance, Economics, Business, or related field.
• CFP certification is essential for this role.
• Minimum 7 years of financial planning experience with high-net-worth client portfolios.
• Leadership or team management experience is required.
• Strong knowledge of investment, retirement, tax, and estate planning.

Responsibilities

• Lead and mentor a team of financial planners, providing guidance and performance management.
• Develop holistic financial plans for high-net-worth clients including investments, retirement, and estate planning.
• Conduct needs analyses and risk assessments to tailor personalized advice.
• Grow and manage a personal book of high-net-worth clients.
• Stay updated on market trends, products, and regulations to provide expert guidance.
• Collaborate with tax advisors and estate attorneys for integrated wealth solutions.

Skills

Leadership

Client relationship mgmt

Needs analysis

Risk assessment

Portfolio management

Communication

Education

Bachelor’s degree in Finance/Economics/Business

CFP designation

Job description

About the Role

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.