Remote Financial Planning Specialist

Placements24; Paarl; Hybrid; ZAR 550,000 - 1,200,000; Full time

Benefits offered by this job

Base salary + commission/bonus

Fully remote work

Professional development opportunities

Health and wellness programs

Collaborative team environment

Job summary

Placements24 seeks a Remote Financial Planning Specialist to join a forward-thinking financial advisory firm. You will create comprehensive financial plans, advise on investments, retirement, insurance, and estate planning, and work with clients virtually.

The role emphasizes independent work, client relationship management, and collaboration with other professionals. Requires a Bachelor's degree in Finance/Economics/Business Admin, 5+ years, CFP desirable, and proficiency with NaviPlan, eMoney,

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• CFP certification is highly desirable.
• Minimum of 5 years of experience in financial planning or wealth management.
• Proficiency with planning software and CRM systems.

Responsibilities

• Develop personalized, comprehensive financial plans for clients, addressing retirement, investment, insurance, education funding, and estate planning needs.
• Conduct in-depth analysis of clients' financial situations, including income, expenses, assets, and liabilities.
• Provide expert advice and recommendations on investment strategies, risk management, and wealth accumulation.
• Stay updated on financial regulations, market trends, and financial products.
• Build and maintain strong, long-term relationships with clients through regular communication.
• Utilize financial planning software to model scenarios and project future financial outcomes.
• Ensure compliance with all regulatory requirements and ethical standards.
• Collaborate with other professionals (e.g., accountants, lawyers) as needed to serve clients.

Skills

Excellent communication in English

Client relationship management

Independent work

Time management

Education

Bachelor's degree in Finance/Economics/Business Administration

CFP certification desirable

Tools

NaviPlan

eMoney Advisor

MoneyGuidePro

CRM systems

Job description

About the Role

Our client, a forward-thinking financial advisory firm committed to empowering individuals, is seeking a dedicated Remote Financial Planning Specialist to join their fully remote workforce. This role is perfect for a compassionate and skilled professional who wants to help clients achieve their financial goals through personalized planning. You will be responsible for creating comprehensive financial plans, offering advice on investments, retirement planning, insurance, and estate planning. As a fully remote position, you'll benefit from the flexibility to work from anywhere while connecting with clients and colleagues virtually. We utilize state-of-the-art technology to facilitate seamless communication and service delivery. If you are passionate about financial wellness and thrive in an independent, technology-enabled work environment, this opportunity is for you. Our client values client-centricity, ethical practices, and a commitment to continuous learning in the ever-evolving financial landscape. This role requires excellent client relationship management skills and the ability to convey complex financial concepts clearly.

Key Responsibilities

• Develop personalized, comprehensive financial plans for clients, addressing retirement, investment, insurance, education funding, and estate planning needs.
• Conduct in-depth analysis of clients' financial situations, including income, expenses, assets, and liabilities.
• Provide expert advice and recommendations on investment strategies, risk management, and wealth accumulation.
• Stay updated on financial regulations, market trends, and financial products.
• Build and maintain strong, long-term relationships with clients through regular communication.
• Utilize financial planning software to model scenarios and project future financial outcomes.
• Ensure compliance with all regulatory requirements and ethical standards.
• Collaborate with other professionals (e.g., accountants, lawyers) as needed to serve clients.

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Professional certifications such as CFP (Certified Financial Planner) are highly desirable.
• Minimum of 5 years of experience in financial planning, wealth management, or a closely related field.
• Strong knowledge of investment principles, retirement planning, insurance, tax laws, and estate planning.
• Proficiency with financial planning software (e.g., NaviPlan, eMoney Advisor, MoneyGuidePro) and CRM systems.
• Excellent communication, interpersonal, and client relationship management skills.
• Demonstrated ability to work independently, manage time effectively, and meet deadlines in a remote setting.
• High level of integrity, ethical conduct, and attention to detail.
• Must have reliable internet access and a dedicated home office setup.
• Must have legal authorization to work as a financial planner in South Africa .

Benefits

• Competitive base salary and commission/bonus structure.
• Full remote work flexibility.
• Opportunities for professional development and continuing education.
• Work with a supportive and innovative team.
• Health and wellness programs.
• Direct impact on clients' financial well-being.