Senior Financial Planner — Remote, Client-Focused

Placements24

East London

Hybrid

ZAR 700.000 - 900.000

Vollzeit

Vor 5 Tagen

Sei unter den ersten Bewerbenden

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Benefits dieser Stelle

Commission opportunities

Remote work from home

Medical & retirement benefits

Professional development support

Advanced planning tools

Zusammenfassung

Placements24 is seeking a Senior Financial Planner for a fully remote position. You will design comprehensive financial plans covering retirement, investments, insurance, and estate considerations from your home office.

The ideal candidate has 5+ years in financial planning, CFP or PGDip in Financial Planning, and strong client relationship skills. You will work independently while ensuring fiduciary responsibilities and regulatory compliance.

Qualifikationen

Bachelor's degree in Finance, Economics, Business Administration, or related field.
CFP®, Post Graduate Diploma in Financial Planning are essential.
Minimum of 5 years in financial planning and advisory services.
Proven track record in client relationships and planning.

Aufgaben

Develop and implement comprehensive, personalized financial plans for clients.
Analyze clients' financial situations including assets, liabilities, income and expenses.
Provide guidance on investment strategies, retirement planning, insurance, and estate planning.
Build and maintain strong relationships with a portfolio of clients.
Stay updated with market trends, products and regulations.

Kenntnisse

Financial planning

Regulatory knowledge

CRM software

Ausbildung

Bachelor's degree in Finance or related field

CFP certification

Post Graduate Diploma in Financial Planning

Tools

Xplan

NaviPlan

Jobbeschreibung

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