Remote Financial Planner

Placements24; Stellenbosch; Hybrid; ZAR 700,000 - 900,000; Full time

Benefits offered by this job

Bonuses & commissions

Health and retirement benefits

Remote work from anywhere

Professional development support

Client-focused culture

Job summary

Placements24 is seeking a Remote Financial Planner to deliver comprehensive guidance to clients nationwide. You will analyze financial situations, craft tailored plans, and advise on investments, retirement, insurance, and estate planning.

This fully remote role offers flexibility, ongoing professional development, and opportunities to build long-term client relationships across South Africa, leveraging CFP credentials and at least 5 years of experience.

Qualifications

• Bachelor's degree in Finance, Economics, or related discipline.
• CFP certification required.
• Minimum of 5 years of financial planning or wealth management experience.
• Ability to develop and implement comprehensive financial strategies.
• Excellent communication and client relationship skills.
• Proficiency with financial planning software.

Responsibilities

• Conduct in-depth financial needs analyses for clients.
• Develop personalized financial plans covering retirement, investments, risk management, and tax efficiency.
• Provide expert advice on investments, portfolio allocation, and asset management.
• Educate clients on financial concepts and guide decisions.
• Monitor portfolios and plans, adjusting as markets or life events change.
• Maintain strong client relationships through regular, personalized service.

Skills

Client communication

Financial planning

Wealth management

Relationship management

Education

Bachelor's degree in Finance or Economics

CFP certification

Job description

About the Role

Our client is seeking a dedicated and empathetic Remote Financial Planner to provide comprehensive financial guidance to clients nationwide. This fully remote role allows you to build and manage client relationships virtually, helping them achieve their long-term financial goals through personalized strategies. You will analyze financial situations, develop tailored plans, and offer expert advice on investments, retirement, insurance, and estate planning. This is an ideal opportunity for a certified planner who values flexibility and wishes to make a tangible difference in clients' financial well-being from any location.

Key Responsibilities

• Conduct in-depth financial needs analyses for clients, assessing their goals, income, and expenses.
• Develop personalized financial plans covering retirement planning, investment strategies, risk management, and tax efficiency.
• Provide expert advice on investment selection, portfolio allocation, and asset management.
• Educate clients on financial concepts and guide them through complex financial decisions.
• Monitor client portfolios and financial plans, making adjustments as necessary due to market changes or life events.
• Maintain strong client relationships through regular communication and personalized service.

Requirements

• Bachelor's degree in Finance, Economics, or a related discipline.
• A professional certification such as CFP® (Certified Financial Planner) is required.
• Minimum of 5 years of experience in financial planning or wealth management.
• Proven ability to develop and implement comprehensive financial strategies for individuals and families.
• Excellent communication, interpersonal, and client relationship management skills.
• Proficiency in financial planning software and tools.

Benefits

• Competitive salary with performance-based bonuses and commission opportunities.
• Comprehensive health, retirement, and life insurance benefits.
• The flexibility to work remotely from any approved location.
• Ongoing professional development and support for maintaining certifications.
• A client-centric culture focused on ethical advice and long-term partnerships, serving clients across Stellenbosch and beyond.