Remote Financial Planning Specialist

Placements24

Upington

Hybrid

ZAR 720,000 - 960,000

Full time

4 days ago

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Benefits offered by this job

Performance bonus

Fully remote

Health benefits

Professional development

Client-centric culture

Job summary

Placements24 is seeking a highly qualified Financial Planning Specialist to join a fully remote team supporting clients from Upington and beyond. You will deliver bespoke financial plans, focusing on investments, retirement planning, and risk assessment to guide clients toward long-term goals.

With 5+ years in financial planning or wealth management and a CFP designation preferred, you will analyze client needs, recommend products, monitor portfolios, and ensure regulatory compliance while

Qualifications

Bachelor's degree in Finance, Economics, or a related field.
CFP (Certified Financial Planner) designation is strongly preferred.
Minimum of 5 years of experience in financial planning or wealth management.
Extensive knowledge of investment vehicles, retirement planning, tax implications, and estate law.
Excellent analytical, communication, and client relationship management skills.
Proficiency with financial planning software and tools.

Responsibilities

Develop comprehensive, personalized financial plans encompassing investments, retirement, insurance, and estate planning.
Conduct in-depth analysis of client's financial situations, risk tolerance, and goals.
Provide expert recommendations on suitable financial products and strategies.
Monitor client portfolios and market trends, making proactive adjustments to financial plans as needed.
Educate clients on financial concepts and the rationale behind recommended strategies.
Ensure all financial planning activities comply with regulatory standards and ethical best practices.

Skills

Analytical skills

Communication

Client relationship management

Education

Bachelor's degree in Finance, Economics, or related field

CFP designation

Tools

Financial planning software

Job description

About the Role

Our client is looking for a highly qualified Financial Planning Specialist to join their fully remote team, supporting clients from Upington and beyond. This role focuses on providing expert advice and creating bespoke financial plans for individuals and families to help them achieve their long-term financial objectives. You will leverage your expertise in investment management, retirement planning, and risk assessment to guide clients through complex financial decisions. This is an excellent remote opportunity for a dedicated professional in the banking and finance sector committed to client success and financial well-being.

Key Responsibilities

Develop comprehensive, personalized financial plans encompassing investments, retirement, insurance, and estate planning.
Conduct in-depth analysis of client's financial situations, risk tolerance, and goals.
Provide expert recommendations on suitable financial products and strategies.
Monitor client portfolios and market trends, making proactive adjustments to financial plans as needed.
Educate clients on financial concepts and the rationale behind recommended strategies.
Ensure all financial planning activities comply with regulatory standards and ethical best practices.

Requirements

Bachelor's degree in Finance, Economics, or a related field.
Professional designation such as CFP (Certified Financial Planner) is strongly preferred.
Minimum of 5 years of experience in financial planning or wealth management.
Extensive knowledge of investment vehicles, retirement planning, tax implications, and estate law.
Excellent analytical, communication, and client relationship management skills.
Proficiency with financial planning software and tools.

Benefits