Remote Wealth Planner & Retirement Strategist

Placements24; Soweto; Hybride; ZAR 420 000 - 640 000; Plein temps

Avantages offerts par ce poste

Salary + commission

Health, dental, vision

Fully remote work

Professional growth opportunities

Retirement savings plan

Résumé du poste

Placements24 is seeking a dedicated Financial Planner to join its expanding remote team in South Africa. You will provide personalized guidance on investments, retirement, insurance, and estate planning from a home office, building strong client relationships.

The role emphasizes advisory excellence, CFP-preferred credentials, and 3+ years of planning experience, with flexible hours and opportunities for advancement in a fully remote setup.

Qualifications

• Bachelor's degree in finance, economics, business administration or related field.
• CFP or equivalent certification preferred.
• Minimum 3 years' experience in financial planning or wealth management.
• Ability to build rapport and understand client financial goals.
• Strong knowledge of investments, retirement vehicles, insurance and estate planning.
• Excellent communication and presentation skills.
• Proficient with financial planning software and Microsoft Office.

Responsabilités

• Develop and present comprehensive financial plans for individual clients.
• Analyze clients' financial status including income, assets and liabilities.
• Recommend investments, retirement planning, education savings and risk management.
• Educate clients on financial concepts and planning implications.
• Regularly review and update plans as life circumstances change.
• Cultivate long-term client relationships with superior service.
• Ensure compliance with industry regulations and ethical standards.

Connaissances

Communication

Interpersonal skills

Presentation skills

Financial planning software

Microsoft Office

Formation

Bachelor's degree in Finance/Economics/Business Admin

CFP or equivalent certification

Outils

Financial planning software

Microsoft Office Suite

Description du poste

Placements24 is seeking a dedicated Financial Planner to join its expanding remote team in South Africa. You will provide personalized guidance on investments, retirement, insurance, and estate planning from a home office, building strong client relationships.

The role emphasizes advisory excellence, CFP-preferred credentials, and 3+ years of planning experience, with flexible hours and opportunities for advancement in a fully remote setup.