Remote Wealth Planner & Retirement Strategist

Placements24; Upington; Hybrid; ZAR 720,000 - 960,000; Full time

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

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