Remote CFP Financial Planner—Retirement & Wealth

Placements24; Paarl; Hybrid; ZAR 420,000 - 660,000; Full time

Benefits offered by this job

Competitive base salary

Health, dental & vision coverage

Retirement plan

Professional development

Fully remote work

Impactful client work

Job summary

Placements24 seeks a Remote Financial Planner to join its virtual advisory team serving clients from Paarl and beyond. The role focuses on retirement planning, investment management, and estate planning, building relationships through digital channels and delivering customized financial strategies.

The ideal candidate is proactive, experienced in remote client engagement, and dedicated to helping clients achieve long-term financial security in Banking & Finance.

Qualifications

• Bachelor's degree in Finance, Economics, or related field.
• CFP designation required.
• Minimum of 5 years of experience in financial planning or wealth management.
• Strong understanding of financial planning principles, investment strategies, and regulatory frameworks.
• Proven ability to build client relationships and provide excellent customer service virtually.
• Excellent analytical, problem-solving, and decision-making skills.
• Proficiency in financial planning software and CRM systems.
• Excellent verbal and written communication skills for remote interaction.

Responsibilities

• Develop comprehensive financial plans covering retirement, investment, insurance, and estate planning.
• Conduct in-depth analysis of clients' financial status, goals, and risk tolerance.
• Recommend appropriate investment strategies and financial products to meet client objectives.
• Provide ongoing support and advice, regularly reviewing and updating financial plans.
• Utilize digital tools and platforms for client communication, analysis, and plan presentation.
• Ensure adherence to all regulatory requirements and ethical standards for financial advice.
• Cultivate and manage a portfolio of clients through effective virtual relationship management.

Skills

Client relationship management

Financial analysis

Regulatory knowledge

Remote communication

CRM software

Financial planning software

Decision making

Education

Bachelor's degree in Finance, Economics, or related field

CFP designation

Tools

CRM systems

Financial planning software

Job description

Placements24 seeks a Remote Financial Planner to join its virtual advisory team serving clients from Paarl and beyond. The role focuses on retirement planning, investment management, and estate planning, building relationships through digital channels and delivering customized financial strategies.

The ideal candidate is proactive, experienced in remote client engagement, and dedicated to helping clients achieve long-term financial security in Banking & Finance.