Remote Financial Planner

Placements24; Soweto; Hybrid; ZAR 420,000 - 640,000; Full time

Benefits offered by this job

Salary + commission

Health, dental, vision

Fully remote work

Professional growth opportunities

Retirement savings plan

Job summary

Placements24 is seeking a dedicated Financial Planner to join its expanding remote team in South Africa. You will provide personalized guidance on investments, retirement, insurance, and estate planning from a home office, building strong client relationships.

The role emphasizes advisory excellence, CFP-preferred credentials, and 3+ years of planning experience, with flexible hours and opportunities for advancement in a fully remote setup.

Qualifications

• Bachelor's degree in finance, economics, business administration or related field.
• CFP or equivalent certification preferred.
• Minimum 3 years' experience in financial planning or wealth management.
• Ability to build rapport and understand client financial goals.
• Strong knowledge of investments, retirement vehicles, insurance and estate planning.
• Excellent communication and presentation skills.
• Proficient with financial planning software and Microsoft Office.

Responsibilities

• Develop and present comprehensive financial plans for individual clients.
• Analyze clients' financial status including income, assets and liabilities.
• Recommend investments, retirement planning, education savings and risk management.
• Educate clients on financial concepts and planning implications.
• Regularly review and update plans as life circumstances change.
• Cultivate long-term client relationships with superior service.
• Ensure compliance with industry regulations and ethical standards.

Skills

Communication

Interpersonal skills

Presentation skills

Financial planning software

Microsoft Office

Education

Bachelor's degree in Finance/Economics/Business Admin

CFP or equivalent certification

Tools

Financial planning software

Microsoft Office Suite

Job description

About the Role

Our client is seeking a dedicated and client-focused Financial Planner to join their expanding remote team. This position is designed for individuals passionate about helping people achieve their long-term financial security and life goals through comprehensive planning. You will work with clients from diverse backgrounds, providing personalized advice on investments, retirement planning, insurance, and estate considerations, all within a flexible, remote work structure. This role offers the autonomy to manage your client relationships effectively and build a rewarding career from the comfort of your home office.

Key Responsibilities

• Develop, present, and implement comprehensive, personalized financial plans for individual clients.
• Analyze clients' financial status, including income, expenses, assets, liabilities, and insurance coverage.
• Provide recommendations on investment strategies, retirement planning, education savings, and risk management.
• Educate clients on financial concepts and the implications of their planning choices.
• Regularly review and update clients' financial plans to adapt to changing life circumstances and market conditions.
• Cultivate and maintain strong, long-term client relationships based on trust and exceptional service.
• Ensure compliance with all relevant industry regulations and ethical standards.

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Relevant certifications such as CFP® or equivalent are highly preferred.
• Minimum of 3 years of experience in financial planning, wealth management, or a closely related field.
• Proven ability to build rapport with clients and understand their unique financial needs and goals.
• Strong knowledge of investment products, retirement vehicles, insurance, and estate planning principles.
• Excellent communication, interpersonal, and presentation skills.
• Proficiency in financial planning software and Microsoft Office Suite.
• Demonstrated ability to work independently and manage a remote client base effectively.

Benefits

• Competitive base salary and attractive performance-based commission structure.
• Comprehensive health, dental, and vision insurance.
• Flexible work hours and a fully remote working arrangement.
• Significant opportunities for professional growth and advanced certifications.
• Retirement savings plan.