Remote Financial Planner: Personal Wealth & Retirement

Placements24

LegKraal Gate

Hybrid

ZAR 420,000 - 750,000

Full time

5 days ago

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Job summary

Placements24 is seeking a highly motivated Financial Planner to deliver comprehensive financial planning services to individuals and families. This fully remote role uses digital tools and virtual consultations to advise on investments, retirement, insurance, and estate planning.

You will build client relationships, monitor progress, and ensure regulatory compliance while working from anywhere. A CFP or equivalent certification and proven planning experience are preferred, with strong

Qualifications

Bachelor's degree in Finance, Economics, or related field; CFP/NQF4 essential.
Proven experience in financial planning or wealth management with strong client advisory background.
Knowledge of financial products, market trends, and planning strategies.
Excellent communication, listening, and virtual presentation skills.
Proficiency in financial planning software and CRM systems.
Strong self-discipline and time management for remote work.

Responsibilities

Assess clients' financial situations, needs, and goals through virtual consultations.
Develop and present tailored financial plans, including investments, retirement, and insurance strategies.
Educate clients on financial concepts and product options.
Monitor client progress towards financial goals and adjust as needed.
Build and maintain a loyal client base through proactive communication and outstanding service.
Ensure adherence to all regulatory and compliance standards.