Remote Wealth Planner & Retirement Advisor

Placements24; LegKraal Gate; Hybride; ZAR 420 000 - 640 000; Plein temps

Avantages offerts par ce poste

Medical aid

Retirement annuity

Professional development support

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Communication

Virtual meetings

Needs analysis

Formation

Bachelor’s degree in Finance/Economics/Business

Outils

Truth

Sage VIP

Xplan

Description du poste

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.