Remote Senior Financial Planner — Holistic Wealth

Placements24; Bloemfontein; Hybrid; ZAR 600,000 - 900,000; Full time

Benefits offered by this job

Health insurance

Remote work

Professional development

Commission structure

Job summary

Placements24 is seeking a Senior Financial Planner to develop comprehensive financial plans for individual and family clients in a fully remote-first environment. You will guide retirement planning, investments, tax efficiency, and estate planning while building lasting client relationships from anywhere in the country.

Ideal candidates have 5+ years in financial planning, a Bachelor's in Finance/Economics, and CFP designation preferred.

Qualifications

• Bachelor's degree in Finance, Economics, or related field.
• CFP designation strongly preferred.
• Minimum 5 years in financial planning or wealth management.

Responsibilities

• Develop personalized financial plans for diverse clients.
• Provide advice on investments, retirement, risk, and taxes.
• Conduct regular client reviews and adjust plans.
• Build and maintain trust-based client relationships remotely.
• Stay current with market trends and regulations.
• Collaborate with accountants and attorneys for integrated solutions.

Skills

Client relationships

Communication

Financial planning

Retirement planning

Investment strategies

Tax planning

CRM software

Education

Bachelor's degree in Finance/Economics

CFP designation

Tools

CRM software

Financial planning software

Job description

Placements24 is seeking a Senior Financial Planner to develop comprehensive financial plans for individual and family clients in a fully remote-first environment. You will guide retirement planning, investments, tax efficiency, and estate planning while building lasting client relationships from anywhere in the country.

Ideal candidates have 5+ years in financial planning, a Bachelor's in Finance/Economics, and CFP designation preferred.