Remote Financial Planner

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

About the Role

Our client is seeking a results-oriented and client-centric Remote Financial Planner to join their virtual advisory team, serving clients from the Paarl area and beyond. This position is fully remote and focuses on providing comprehensive financial planning services, including retirement planning, investment management, and estate planning advice. You will build meaningful relationships with clients through digital channels, understanding their unique financial situations and aspirations to create customized financial strategies. The ideal candidate is a proactive communicator, adept at virtual client engagement, and passionate about empowering individuals to achieve their long-term financial security within the Banking & Finance domain.

Key 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.

Requirements

• Bachelor's degree in Finance, Economics, or a related field.
• A CFP (Certified Financial Planner) designation is 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.

Benefits

• Competitive base salary plus performance-based incentives.
• Comprehensive health, dental, and vision coverage.
• Retirement savings plan with generous employer contributions.
• Extensive professional development and training programs.
• Fully remote work arrangement offering significant flexibility.
• Opportunity to make a substantial impact on clients' financial well-being.