Senior Financial Planner

Placements24; Polokwane; On-site; ZAR 700,000 - 1,200,000; Full time

Benefits offered by this job

Competitive salary

Medical benefits

Retirement benefits

Professional development

Job summary

Placements24 in Polokwane seeks a Senior Financial Planner to craft comprehensive financial plans for individuals and families. You will guide clients toward long-term goals, building trusted relationships and providing expert advice on investments, retirement planning, insurance, and estate planning.

The ideal candidate is passionate about financial well-being and dedicated to delivering exceptional service within Limpopo's financial community. Polokwane-based role with client-focused duties.

Qualifications

• A relevant tertiary qualification in Finance or Financial Planning.
• Minimum 5 years as a Financial Planner or similar adviser role.
• RE 5 and CFP certifications are essential.
• Strong knowledge of investments, retirement planning, and risk management.
• Excellent communication and client relationship skills.

Responsibilities

• Develop personalized financial plans for clients.
• Advise on investments, retirement, insurance, and estate planning.
• Review client portfolios and adjust plans as needed.
• Build and maintain long-term client relationships.
• Stay updated on market trends and regulatory changes.
• Collaborate with accountants and attorneys for holistic solutions.

Skills

Client relationships

Financial analysis

Communication

Education

RE 5

CFP certification

Job description

About the Role

Our client, a reputable financial advisory firm in Polokwane , seeks a dedicated and client-focused Senior Financial Planner to join their expanding team. This role involves developing comprehensive financial plans for individuals and families, guiding them towards achieving their long-term financial goals. You will build trusted relationships with clients, understand their unique circumstances, and provide expert advice on investments, retirement planning, insurance, and estate planning. The ideal candidate is passionate about financial well-being and committed to delivering exceptional service within the Limpopo region's financial community.

Key Responsibilities

• Develop personalized, comprehensive financial plans tailored to client needs and objectives.
• Provide expert advice on investment strategies, retirement planning, insurance solutions, and estate planning.
• Conduct regular reviews of client portfolios and financial plans, making necessary adjustments.
• Build and maintain strong, long-term relationships with a diverse client base.
• Stay current with market trends, financial products, and regulatory changes affecting financial planning.
• Collaborate with other professionals, such as accountants and attorneys, to provide holistic client solutions.

Requirements

• Relevant tertiary qualification in Finance, Financial Planning, or a related field.
• Minimum of 5 years of experience as a Financial Planner or in a similar advisory role.
• RE 5 and relevant financial planning qualifications (e.g., CFP) are essential.
• Strong knowledge of investment products, risk management, and retirement planning.
• Excellent communication, interpersonal, and client relationship management skills.
• Proven ability to analyze financial data and provide sound recommendations.

Benefits

• Competitive salary and commission structure based on performance.
• Comprehensive medical and retirement benefits.
• Opportunities for continuous professional development and advanced certifications.
• A supportive and collaborative team environment in Polokwane .
• Help clients achieve financial security and peace of mind.