Remote Financial Planner

Placements24; LegKraal Gate; Hybrid; ZAR 420,000 - 750,000; Full time

Job summary

Placements24 is seeking a highly motivated Financial Planner to deliver comprehensive financial planning services to individuals and families. This fully remote role uses digital tools and virtual consultations to advise on investments, retirement, insurance, and estate planning.

You will build client relationships, monitor progress, and ensure regulatory compliance while working from anywhere. A CFP or equivalent certification and proven planning experience are preferred, with strong

Qualifications

• Bachelor's degree in Finance, Economics, or related field; CFP/NQF4 essential.
• Proven experience in financial planning or wealth management with strong client advisory background.
• Knowledge of financial products, market trends, and planning strategies.
• Excellent communication, listening, and virtual presentation skills.
• Proficiency in financial planning software and CRM systems.
• Strong self-discipline and time management for remote work.

Responsibilities

• Assess clients' financial situations, needs, and goals through virtual consultations.
• Develop and present tailored financial plans, including investments, retirement, and insurance strategies.
• Educate clients on financial concepts and product options.
• Monitor client progress towards financial goals and adjust as needed.
• Build and maintain a loyal client base through proactive communication and outstanding service.
• Ensure adherence to all regulatory and compliance standards.

Skills

Financial planning

Wealth management

Client advisory

Communication

Virtual presentations

CRM systems

Financial planning software

Education

Bachelor's degree in Finance/Economics or related field

CFP, NQF Level 4 certifications

Tools

CRM software

Financial planning software

Job description

About the Role

Our client is seeking a highly motivated and client-centric Financial Planner to join their fully remote team. This role focuses on providing comprehensive financial planning services to individuals and families, helping them achieve their short-term and long-term financial goals. You will utilize advanced digital tools and virtual communication to deliver personalized advice on investments, retirement, insurance, and estate planning. Operating remotely, you'll build strong client relationships through exceptional service and expert guidance, contributing to a leading financial services organization that empowers clients to secure their financial future from anywhere.

Key Responsibilities

• Assess clients' financial situations, needs, and goals through virtual consultations.
• Develop and present tailored financial plans, including investment, retirement, and insurance strategies.
• Educate clients on financial concepts and product options.
• Monitor client progress towards financial goals and make adjustments as needed.
• Build and maintain a loyal client base through proactive communication and outstanding service.
• Ensure adherence to all regulatory and compliance standards.

Requirements

• Bachelor's degree in Finance, Economics, or a related field; relevant certifications (e.g., CFP, NQF Level 4) are essential.
• Proven experience in financial planning or wealth management, with a strong client advisory background.
• Comprehensive knowledge of financial products, market trends, and planning strategies.
• Excellent communication, listening, and virtual presentation skills.
• Proficiency in financial planning software and CRM systems.
• Strong self-discipline and time management skills for effective remote work.

Benefits

• Lucrative compensation package with base salary and uncapped commissions.
• Fully remote work environment, offering significant flexibility and autonomy.
• Access to innovative financial planning technology and resources.
• Support for ongoing professional development and continuing education.
• A culture that values client success, integrity, and work-life balance.