Senior Financial Planner

90 degrees South (Pty) Ltd; Gqeberha; On-site; ZAR 300 000 - 600 000; Full time

Job summary

A financial services firm in Gqeberha seeks a full-time Senior Financial Planner to develop personalized financial plans and provide expert advice on investments and retirement planning. The ideal candidate will have a CFP designation, a bachelor's degree in a relevant field, and at least 2 years of experience in the financial services industry. Strong analytical, interpersonal, and communication skills are essential. The role requires excellent relationship-building skills to ensure client satisfaction.

Qualifications

• Certified Financial Planner (CFP) designation is required.
• 2 years experience in the financial services industry is a MUST.

Responsibilities

• Develop personalized financial plans.
• Conduct financial assessments.
• Provide expert advice on investments, retirement planning, and estate planning.

Skills

Financial Planning and Personal Financial Planning skills

Analytical skills

Interpersonal skills

Communication skills

Education

NQF5 or Bachelor's degree in Finance, Economics, or related field

Job description

90 degrees South (Pty) Ltd is affiliated with one of the major banks in South Africa. Our team of Senior Financial Planners consists of independent contractors who are dedicated to legacy wealth creation and preservation. We focus on comprehensive financial planning solutions to help our clients achieve their financial goals.

Role Description

This is a full-time on-site role for a Senior Financial Planner. The Senior Financial Planner will be responsible for developing personalized financial plans, conducting financial assessments, and providing expert advice on investments, retirement planning, and estate planning. The role involves a high level of client interaction, requiring excellent relationship‑building skills to ensure client satisfaction and loyalty.

Qualifications

• Financial Planning and Personal Financial Planning skills
• Certified Financial Planner (CFP) designation
• Expertise in Finance and Retirement Planning
• Strong analytical and problem‑solving skills
• Excellent interpersonal and communication skills
• Ability to work independently and collaboratively with a team
• An NQF5 or Bachelor's degree in Finance, Economics, or related field is preferred
• 2 years experience in the financial services industry is a MUST