Senior Financial Planner

Placements24; Noord-Kaap; Hybrid; ZAR 900,000 - 1,200,000; Full time

Benefits offered by this job

Medical aid

Retirement fund

Professional development

Performance bonuses

Administrative support

Job summary

Placements24 seeks a Senior Financial Planner to guide clients in Kimberley toward financial goals, covering investments, retirement, insurance, and estate planning.

You will build strong client relationships, analyze financial situations, and develop personalized strategies while upholding ethical standards and regulatory compliance.

Qualifications

• Bachelor's degree in Finance, Economics, or related field required.
• CFP certification preferred.
• 6+ years of experience in financial planning or wealth management.
• Strong knowledge of investments, insurance, and retirement planning.

Responsibilities

• Develop and implement personalized financial plans for clients, covering investments, retirement, insurance, and tax strategies.
• Analyze clients' financial situations, risk tolerance, and long-term objectives.
• Provide expert advice on investment products, market trends, and best practices in financial planning.
• Regularly review and update financial plans based on changes in client circumstances or market conditions.
• Build and nurture long-term relationships with clients through proactive communication and exceptional service.
• Ensure compliance with all relevant financial planning regulations and ethical standards.

Skills

Financial planning

Client management

Regulatory compliance

Investment knowledge

Retirement planning

Communication

Education

Bachelor's degree in Finance or Economics

CFP certification (preferred)

Job description

Our client is seeking a dedicated and experienced Senior Financial Planner to guide clients towards achieving their financial goals in Kimberley . This role involves providing comprehensive financial advice on investments, retirement planning, insurance, and estate planning. You will build and maintain strong client relationships, understand their unique needs, and develop personalized financial strategies. The ideal candidate is a highly motivated professional with exceptional client management skills and a deep commitment to ethical financial guidance, playing a crucial role in helping individuals and families secure their financial future.

Key Responsibilities

• Develop and implement personalized financial plans for clients, covering investments, retirement, insurance, and tax strategies.
• Conduct thorough analysis of clients' financial situations, risk tolerance, and long‑term objectives.
• Provide expert advice on investment products, market trends, and financial planning best practices.
• Regularly review and update financial plans based on changes in clients' circumstances or market conditions.
• Build and nurture long‑term relationships with clients through proactive communication and exceptional service.
• Ensure compliance with all relevant financial planning regulations and ethical standards.

Requirements

• Bachelor's degree in Finance, Economics, or a related field; relevant certifications (e.g., CFP) are highly preferred.
• Minimum of 6 years of experience in financial planning or wealth management.
• Proven track record of successfully managing client relationships and developing effective financial plans.
• Strong knowledge of investment vehicles, insurance products, and retirement planning strategies.
• Excellent communication, interpersonal, and presentation skills.
• Understanding of the local financial landscape in Kimberley is an advantage.

Benefits

• Competitive base salary plus commission and performance bonuses.
• Comprehensive medical aid and retirement fund benefits.
• Ongoing professional development and opportunities for advanced certifications.
• Supportive team environment with administrative assistance.
• The satisfaction of helping clients achieve significant financial milestones.