Senior Financial Planner

Placements24; Bloemfontein; Hybrid; ZAR 700,000 - 1,100,000; Full time

Benefits offered by this job

Flexible remote work

Health insurance

Retirement planning benefits

Professional development

Equity/partnership potential

Mentorship from industry leaders

Job summary

Placements24 is seeking a Senior Financial Planner to deliver comprehensive financial planning services, focusing on wealth management, retirement planning, and investments. You will build enduring client relationships and develop personalized plans to meet financial goals.

The role offers a flexible remote work arrangement for serving clients nationwide, and requires CFP certification with at least six years in wealth management and strong communication skills.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or related field.
• CFP designation is essential.
• Minimum 6 years of experience in financial planning and wealth management.
• Strong communication and interpersonal skills.

Responsibilities

• Develop holistic financial plans for retirement, investments, insurance, and estate planning.
• Perform needs analyses and risk assessments for clients.
• Provide investment guidance, asset allocation, and portfolio management.
• Educate clients on financial products and market trends.
• Maintain long-term client relationships and ensure satisfaction.
• Stay updated with regulatory requirements and market developments.
• Collaborate with professionals to provide integrated solutions.
• Conduct regular portfolio reviews and progress tracking.
• Adhere to fiduciary standards and ethical guidelines.

Skills

Client relationship management

Financial planning

Investment strategy

Regulatory compliance

Education

Bachelor's degree in Finance/Economics/Business

CFP designation

Tools

CRM systems

Financial planning software

Job description

About the Role

Our client, a reputable independent financial advisory firm, is seeking a Senior Financial Planner to join their growing practice. This role is ideal for a seasoned professional looking to provide comprehensive financial planning services to a diverse clientele, focusing on wealth management, retirement planning, and investment strategies. You will be responsible for building and nurturing client relationships, understanding their financial goals, and developing personalized plans to achieve them. The position emphasizes a client-centric approach and requires excellent communication and interpersonal skills. This role offers a flexible, remote work arrangement, allowing professionals to operate effectively from their chosen location while serving clients across the nation. We are looking for a highly ethical, motivated, and experienced planner who can deliver exceptional advice and support to clients navigating their financial journeys and seeking to secure their long-term financial well‑.

Key Responsibilities

• Develop and implement holistic financial plans for clients, including retirement, investment, insurance, and estate planning.
• Conduct thorough financial needs analysis and risk assessments for clients.
• Provide expert advice on investment strategies, asset allocation, and portfolio management.
• Educate clients on financial products and market trends.
• Build and maintain long-term relationships with clients, ensuring their satisfaction and retention.
• Stay current with financial planning regulations, market developments, and product offerings.
• Collaborate with other professionals (e.g., accountants, lawyers) to provide integrated client solutions.
• Manage client portfolios and conduct regular reviews to track progress towards financial goals.
• Adhere to all ethical guidelines and regulatory requirements in providing financial advice.

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Relevant professional designations such as CFP® (Certified Financial Planner) are essential.
• A minimum of 6 years of experience in financial planning and wealth management.
• Proven track record of successfully managing client relationships and developing financial plans.
• In-depth knowledge of investment products, retirement planning vehicles, insurance, and estate planning principles.
• Excellent understanding of financial markets and economic conditions.
• Exceptional communication, interpersonal, and client relationship management skills.
• Strong analytical and problem-solving abilities.
• High ethical standards and a commitment to fiduciary responsibility.
• Proficiency in financial planning software and CRM systems.
• Ability to work effectively in a remote environment with minimal supervision.

Benefits

• An attractive annual salary up to ZAR , plus performance-based commissions.
• Flexible remote working arrangements.
• Comprehensive health insurance and retirement planning benefits.
• Opportunities for advanced professional development and certifications.
• Access to state-of-the-art financial planning tools and resources.
• A supportive team culture that values expertise and collaboration.
• Generous paid time off and holiday allowances.
• Employee assistance program and wellness initiatives.
• Potential for equity or partnership in the future.
• Mentorship from industry leaders.