Senior Financial Planner — Client‑Focused Wealth Strategy

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

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.