Remote Financial Planner — Client Wealth & Retirement Guidance

Placements24; Mbombela (Nelspruit); Hybrid; ZAR 350.000 - 550.000; Vollzeit

Benefits dieser Stelle

Health benefits

Professional development support

Remote work environment

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Financial analysis

Client education

Communication

Presentation skills

CRM proficiency

Independent work

Ausbildung

Bachelor's degree in Finance/Economics/Business

Tools

CRM systems

Financial planning software

Jobbeschreibung

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.