Remote Senior Financial Planner

Placements24; Impendle Local Municipality; Hybrid; ZAR 650,000 - 900,000; Full time

Benefits offered by this job

Remote work

Job summary

Placements24 is partnering with a leading financial advisory firm to recruit a Senior Financial Planner for a fully remote role across South Africa. You will deliver comprehensive financial planning services, including investments, retirement, and risk management, from your preferred location.

The ideal candidate communicates clearly, builds strong client relationships, and demonstrates deep knowledge of financial products and markets while supporting a remote-first culture and client

Qualifications

• Senior financial planner with experience delivering holistic financial plans.
• Excellent knowledge of financial products and markets across SA.
• Strong communication and interpersonal skills for client engagement.

Responsibilities

• Develop personalized financial strategies for clients across SA.
• Provide investment, retirement, and risk-management planning services.
• Operate within a remote-first culture and maintain client relationships.

Skills

Financial planning

Investment planning

Retirement planning

Risk management

Client communication

Job description

About the Role

Our client, a leading financial advisory firm, is offering an exclusive fully remote opportunity for a Senior Financial Planner. This role is perfect for an experienced professional who can provide comprehensive financial planning services to clients across South Africa . You will be responsible for developing personalized financial strategies, including investment planning, retirement planning, and risk management, all while working from your preferred location. This position demands excellent communication and interpersonal skills, along with a deep knowledge of financial products and markets. Our client is committed to a remote-first culture, ensuring you have the tools and support needed to succeed. Though connected to the operational hub in Kimberley, Northern Cape , this role offers unparalleled flexibility. Join a respected firm dedicated to empowering clients through expert financial guidance.