Lead Financial Planner - Hybrid Wealth Strategy Leader

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

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.