Remote Financial Planner: Build Wealth & Secure Futures

Placements24; Upington; Hybrid; ZAR 300,000 - 600,000; Full time

Benefits offered by this job

Competitive base salary

Fully remote position

Health insurance

Retirement plan with employer matching

Professional development opportunities

Marketing resources for client acquist

Generous annual leave

Access to advanced planning tools

Job summary

Placements24 is seeking an experienced Financial Planner to join their fully remote team. You will build and manage comprehensive financial plans for clients, covering investment strategy, retirement, insurance, and estate planning, while guiding clients toward their financial goals.

The role requires strong communication, ethical client service, and proficiency with planning software and CRM systems. You will collaborate with professionals and have access to advanced planning tools, while

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or related field.
• CFP certification or equivalent preferred.
• Minimum of 4 years in financial planning or wealth management.
• Strong knowledge of investments, insurance, retirement, and estate planning.
• Excellent analytical, problem-solving, and communication skills.
• Proficiency in financial planning software and CRM systems.
• High ethical standards and client-centric approach.
• Ability to work independently in a remote setting.
• Strong organizational skills and attention to detail.
• Sales aptitude and ability to attract and retain clients is a plus.

Responsibilities

• Develop and implement personalized financial plans addressing investments, retirement, education, and estate planning.
• Analyze clients' financial situations including assets, liabilities, income, and expenses.
• Provide expert advice on investment strategies and risk tolerance.
• Educate clients on various financial products and services.
• Monitor progress and adjust plans as needed.
• Build and maintain long-term client relationships.
• Stay updated on market trends, economy, and legislation.
• Ensure compliance with regulations and ethical standards.
• Collaborate with accountants and attorneys for comprehensive advice.
• Explain complex financial concepts clearly to clients.

Skills

Strong communication

Analytical thinking

Problem-solving

Client relationships

Remote work capability

Education

Bachelor's degree in Finance/ Economics/ Business Admin

CFP certification or equivalent

Tools

CRM systems

Financial planning software

Job description

Placements24 is seeking an experienced Financial Planner to join their fully remote team. You will build and manage comprehensive financial plans for clients, covering investment strategy, retirement, insurance, and estate planning, while guiding clients toward their financial goals.

The role requires strong communication, ethical client service, and proficiency with planning software and CRM systems. You will collaborate with professionals and have access to advanced planning tools, while