Remote Financial Planner

Placements24; Bloemfontein; Hybrid; ZAR 600,000 - 900,000; Full time

Benefits offered by this job

Competitive salary

Fully remote

Continuing education support

Access to advanced planning tools

Job summary

Placements24 is seeking a dedicated Financial Planner to join our fully remote advisory team. You will deliver comprehensive financial planning services, including retirement planning, investment management, and estate planning, to clients nationwide, using advanced planning tools and best practices.

This role emphasizes autonomy, fiduciary responsibility, and building long-term client relationships. You will provide ongoing reviews and guidance to help individuals and families achieve their

Qualifications

• CFP certification mandatory.
• Bachelor's degree in Finance or related field.
• Minimum 5 years of experience as a Financial Planner or Wealth Manager.
• Proficiency with planning software (eMoney, MoneyGuidePro) and CRM systems.
• Strong fiduciary ethics and client-first approach.

Responsibilities

• Develop personalized financial plans aligned with client goals, risk tolerance and time horizons.
• Provide investment, retirement planning, insurance, and tax optimization guidance.
• Conduct regular reviews with clients to monitor progress and adjust plans as needed.
• Utilize planning software to create projections, analyze scenarios, and present recommendations.
• Build and maintain trust-based relationships with a diverse client base.
• Stay current with market trends, economic conditions, and regulatory changes.

Skills

CFP certification

Client relationship management

Financial planning

Communication skills

Education

Bachelor's degree in Finance or related field

Tools

eMoney

MoneyGuidePro

CRM systems

Job description

About the Role

Our client is seeking a dedicated and client-focused Financial Planner to join their fully remote advisory team. In this role, you will provide comprehensive financial planning services, including retirement planning, investment management, and estate planning, to individuals and families nationwide. You will utilize advanced remote communication tools and financial planning software to deliver personalized advice and build long-term client relationships. This is an ideal opportunity for a certified professional who is passionate about helping clients achieve their financial goals and thrives in an autonomous, virtual work environment, contributing to financial well-being from any location.

Key Responsibilities

• Develop personalized financial plans tailored to individual client goals, risk tolerance, and time horizons.
• Provide expert advice on investment strategies, retirement planning, insurance needs, and tax optimization.
• Conduct regular reviews with clients to monitor progress towards financial goals and make necessary adjustments to plans.
• Utilize financial planning software to create projections, analyze scenarios, and present recommendations.
• Build and maintain strong, trust-based relationships with a diverse client base.
• Stay current with financial market trends, economic conditions, and regulatory changes affecting financial planning.

Requirements

• Bachelor's degree in Finance, Business Administration, or a related field; CFP certification is mandatory.
• Minimum of 5 years of experience as a Financial Planner or Wealth Manager.
• Proven ability to develop and implement comprehensive financial strategies.
• Excellent communication, interpersonal, and client relationship management skills.
• Proficiency with financial planning software (e.g., eMoney, MoneyGuidePro) and CRM systems.
• Strong ethical standards and commitment to fiduciary responsibility.

Benefits

• Competitive salary and attractive commission structure.
• Completely remote work arrangement, offering flexibility and work-life balance.
• Support for continuing education and professional development to maintain certifications.
• Access to advanced planning tools and resources.
• Opportunity to make a significant impact on clients' financial futures.