Senior Financial Planner

Placements24; Stellenbosch; Hybrid; ZAR 700,000 - 1,200,000; Full time

Benefits offered by this job

Health benefits

Retirement plan

Professional development

Bonuses and commissions

Paid time off

Job summary

Placements24 is seeking a Senior Financial Planner in Stellenbosch to deliver holistic financial planning services for high-net-worth clients. You will craft retirement, investment, risk, and estate plans while building lasting client relationships.

The role requires strong analytical skills, CFP or equivalent qualification, and 5–7 years of experience in wealth management. You will collaborate with professionals to provide integrated solutions and contribute to firm growth.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or related field; CFP® or equivalent preferred.
• Minimum 5–7 years of experience in financial planning or wealth management.
• Proven ability to develop and present comprehensive financial plans.
• Strong knowledge of investment products, insurance, retirement vehicles and tax laws.
• Excellent analytical, problem-solving and client relationship skills.
• Exceptional communication and presentation abilities.
• Proficiency with financial planning software (NaviPlan, eMoney, XPLAN).

Responsibilities

• Develop comprehensive financial plans tailored to client needs and goals.
• Provide expert advice on investments, retirement planning, insurance, and estate planning.
• Analyze clients' financial situations including income, assets, and liabilities.
• Monitor portfolios and adjust plans as needed.
• Stay updated on financial products, market trends, and tax/estate changes.
• Build long-term client relationships through proactive communication and service.
• Collaborate with accountants and legal advisors for integrated solutions.
• Assist in developing planning processes and best practices.

Skills

Client relationship management

Analytical thinking

Communication skills

Problem solving

Presentation skills

Independent work

Portfolio management

Education

Bachelor's degree in Finance or related field

CFP or equivalent

Tools

NaviPlan

eMoney

XPLAN

Job description

About the Role

Our client, a reputable financial advisory firm in the heart of Stellenbosch, Western Cape , is seeking a seasoned Senior Financial Planner to join their expanding practice. This role is pivotal in providing comprehensive financial planning services to a diverse clientele, including high-net-worth individuals and families. The Senior Financial Planner will be responsible for developing and implementing personalized financial strategies encompassing retirement planning, investment management, risk assessment, and estate planning. We pride ourselves on delivering exceptional client service and fostering long-term relationships built on trust and expertise. This is an excellent opportunity to advance your career within a supportive and growth-oriented environment in the beautiful winelands of Stellenbosch . The ideal candidate is client-focused, detail-oriented, and possesses a deep understanding of financial planning principles.

Key Responsibilities

• Develop comprehensive financial plans tailored to individual client needs and financial goals.
• Provide expert advice on investment strategies, retirement planning, insurance needs, and estate planning.
• Conduct thorough analysis of clients' financial situations, including income, expenses, assets, and liabilities.
• Monitor clients' portfolios and financial plans, making recommendations for adjustments as needed.
• Stay updated on financial products, market trends, and changes in tax and estate planning legislation.
• Build and maintain strong, long-lasting client relationships through proactive communication and exceptional service.
• Collaborate with other professionals, such as accountants and legal advisors, to ensure integrated financial solutions.
• Assist in the development of financial planning processes and best practices for the firm.
• Mentor and guide junior financial advisors and support staff.

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related field. A relevant professional qualification (e.g., CFP®) is essential.
• Minimum of 5-7 years of experience in financial planning or wealth management.
• Proven expertise in developing and presenting comprehensive financial plans.
• Strong understanding of investment products, insurance, retirement vehicles, and tax laws.
• Excellent analytical, problem-solving, and client relationship management skills.
• Exceptional communication and presentation abilities.
• Proficiency in financial planning software (e.g., NaviPlan, eMoney, XPLAN).
• Ability to work independently and manage a portfolio of clients effectively.
• Must be a resident of or willing to relocate to Stellenbosch, Western Cape .

Benefits

• Competitive base salary and commission/bonus structure based on performance.
• Comprehensive health benefits package.
• Retirement savings plan with company contributions.
• Professional development support and opportunities for further certifications.
• A client-centric and collaborative work environment in Stellenbosch .
• Generous paid time off.