Senior Financial Planner

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

About the Role

Our client is seeking an experienced and client-focused Senior Financial Planner to join their established, remote-first advisory firm. In this vital role, you will be responsible for developing and implementing comprehensive financial plans for a diverse range of individual and family clients. You will leverage your expertise to guide clients through retirement planning, investment strategies, tax efficiency, and estate planning, ensuring their long-term financial well-being. This position is ideal for a self-motivated professional who thrives in a virtual environment and is passionate about empowering clients to achieve their financial goals, working from anywhere in the country.

Key Responsibilities

• Develop personalized, holistic financial plans tailored to client needs and objectives.
• Provide expert advice on investment management, retirement planning, risk management, and tax strategies.
• Conduct regular client reviews to monitor progress and adjust plans as needed.
• Build and maintain strong, trust-based relationships with a portfolio of clients.
• Stay current with market trends, financial regulations, and relevant economic conditions.
• Collaborate with other professionals, such as accountants and attorneys, to ensure integrated client solutions.

Requirements

• Bachelor's degree in Finance, Economics, or a related field; CFP® designation strongly preferred.
• Minimum of 5 years of experience in financial planning or wealth management.
• Demonstrated expertise in retirement planning, investment strategies, and tax-efficient investing.
• Proven ability to build and manage client relationships remotely.
• Excellent communication, presentation, and interpersonal skills.
• Proficiency with financial planning software and CRM systems.

Benefits

• Highly competitive compensation package with attractive commission structure.
• Fully remote work environment, offering unparalleled flexibility.
• Comprehensive health, dental, and vision insurance.
• Generous support for professional development and continuing education.
• Opportunity to build a significant client base and impact lives positively.