Remote Financial Planning Specialist

Placements24; LegKraal Gate; Hybrid; ZAR 420,000 - 640,000; Full time

Benefits offered by this job

Medical aid

Retirement annuity

Professional development support

Job summary

Placements24 in South Africa is seeking a Remote Financial Planning Specialist to join our nationwide team. You will craft personalized financial plans, advise on investments, retirement, and wealth accumulation, and nurture client relationships entirely through virtual channels.

Requirements include a Bachelor’s degree in Finance, Economics, or a related field; CFP is highly preferred; a minimum of 4 years in financial planning or wealth management; and strong knowledge of SA regulations.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• CFP designation highly preferred.
• Minimum of 4 years in financial planning, wealth management, or investment advisory.
• Strong knowledge of investment products, retirement planning, insurance, and estate planning.

Responsibilities

• Develop, present, and implement customized financial plans for clients.
• Conduct thorough client needs analysis through virtual consultations.
• Provide expert advice on investment strategies, risk management, and portfolio allocation.
• Stay current with financial markets, economic trends, and regulatory changes.
• Monitor client progress and adjust plans as needed.
• Use planning software to create projections and analyze scenarios.
• Cross-sell relevant financial products and services.
• Maintain accurate client records in the CRM and ensure compliance.

Skills

Communication

Virtual meetings

Needs analysis

Education

Bachelor’s degree in Finance/Economics/Business

Tools

Truth

Sage VIP

Xplan

Job description

About the Role

Our client, a leading provider of digital financial solutions, is seeking a proactive and client-focused Remote Financial Planning Specialist to join their nationwide team. This is a fully remote position, allowing you to work from anywhere while serving clients across South Africa, including areas near Mahikeng, North West . The specialist will be responsible for creating personalized financial plans, offering expert advice on investments, retirement, and wealth accumulation, and fostering strong client relationships through virtual channels. This role is crucial for empowering individuals to achieve their financial goals within the dynamic Banking & Finance landscape. We are looking for a self-motivated professional adept at virtual client engagement and dedicated to exceptional financial guidance.

Key Responsibilities

• Develop, present, and implement customized financial plans for clients, covering retirement, investments, insurance, and estate planning.
• Conduct thorough client needs analysis through virtual consultations.
• Provide expert advice on investment strategies, risk management, and portfolio allocation.
• Stay current with financial markets, economic trends, and relevant regulations affecting personal finance.
• Monitor client progress towards financial goals and make necessary adjustments to plans.
• Utilize financial planning software to create projections and analyze various financial scenarios.
• Identify opportunities to cross-sell relevant financial products and services.
• Maintain accurate and up-to-date client records in the CRM system.
• Ensure adherence to all compliance and regulatory requirements in the Banking & Finance sector.

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• A professional designation such as CFP® is highly preferred.
• Minimum of 4 years of experience in financial planning, wealth management, or investment advisory.
• Demonstrated ability to create comprehensive and effective financial plans.
• Strong knowledge of investment products, retirement planning, insurance, and estate planning principles.
• Excellent communication, listening, and presentation skills, with proficiency in virtual meeting platforms.
• Self-disciplined, organized, and capable of managing a remote workload effectively.
• Proficiency in financial planning software (e.g., Truth, Sage VIP, Xplan) and CRM systems.
• Strong understanding of South African financial regulations and compliance standards.
• Ability to work independently and proactively manage client relationships remotely.

Benefits

• This remote role offers a competitive base salary and a performance-based bonus structure.
• The company provides benefits such as medical aid, a retirement annuity, and generous support for professional development.

Enjoy the flexibility of a remote work setup while contributing to a forward-thinking firm in the Banking & Finance industry, serving clients nationwide, including those near Mahikeng, North West .