Remote Financial Planner

Placements24; Mbombela (Nelspruit); Hybrid; ZAR 350,000 - 550,000; Full time

Benefits offered by this job

Health benefits

Professional development support

Remote work environment

Job summary

Placements24 seeks a dedicated Financial Planner to join a remote-first team. You will assess client needs, develop comprehensive financial plans, and recommend investments, insurance, and retirement strategies. This role emphasizes ethical client service and the ability to build a practice remotely.

The ideal candidate has a CFP/RFA or equivalent, at least three years of experience in financial planning, and strong communication skills to educate clients and manage portfolios.

Qualifications

• Bachelor's degree in Finance, Economics, Business or related field.
• CFP, RFA or similar certifications are highly desirable.
• Minimum 3 years in financial planning or wealth management.
• Strong knowledge of investments, retirement planning and tax implications.
• Excellent communication, interpersonal and presentation skills.
• Self-motivated, remote work capable and client-focused.

Responsibilities

• Conduct in-depth financial needs analysis for clients.
• Develop and present personalized financial plans across retirement, investments, insurance and estate planning.
• Educate clients on financial products and strategies.
• Monitor client portfolios and provide regular reviews and adjustments.
• Stay current with market trends, regulation changes, and industry developments.
• Build and maintain strong, long-lasting client relationships.
• Ensure compliance with regulations and company policies.
• Utilize CRM and planning software to manage client data and plans.

Skills

Financial analysis

Client education

Communication

Presentation skills

CRM proficiency

Independent work

Education

Bachelor's degree in Finance/Economics/Business

Tools

CRM systems

Financial planning software

Job description

About the Role Our client is seeking a dedicated and client-focused Financial Planner to join their fully remote team. This role is perfect for individuals passionate about helping clients achieve their financial goals through expert advice and personalized planning. You will be responsible for assessing client needs, developing comprehensive financial plans, and recommending appropriate investment, insurance, and retirement strategies. This is a remote-first position, allowing you to build your practice and serve clients from anywhere. We are looking for a motivated professional with a strong understanding of financial markets and a commitment to ethical client service within the **Banking & Finance** sector. Your expertise will empower individuals and families to secure their financial future. The ideal candidate possesses excellent communication skills and a proactive approach to client engagement.

Key Responsibilities

• Conduct in-depth financial needs analysis for clients.
• Develop and present personalized financial plans covering retirement, investment, insurance, and estate planning.
• Educate clients on financial products and strategies.
• Monitor client portfolios and provide regular reviews and adjustments.
• Stay current with financial market trends, economic developments, and regulatory changes.
• Build and maintain strong, long-lasting client relationships.
• Ensure compliance with all relevant industry regulations and company policies.
• Utilize CRM and financial planning software to manage client data and plans.

Requirements

• Bachelor's degree in Finance, Economics, Business, or a related field.
• Relevant professional certifications (e.g., CFP, RFA) are highly desirable.
• Minimum of 3 years of experience in financial planning or wealth management within the **Banking & Finance** industry.
• Strong knowledge of investment products, insurance, retirement planning, and tax implications.
• Excellent communication, interpersonal, and presentation skills.
• Proficiency in financial planning software and CRM systems.
• Self-motivated and able to work independently in a remote setting.
• Demonstrated ability to build trust and rapport with clients.

Benefits

• This remote position offers a competitive salary with an attractive commission/bonus structure based on performance.
• Our client provides comprehensive health benefits, including wellness programs, and supports professional development through ongoing training and certification support.
• Enjoy the flexibility of working from home while making a significant positive impact on your clients' financial lives.
• Join a supportive virtual team and advance your career in financial planning from anywhere.