Senior Financial Planner (Remote) - Wealth & Retirement

Placements24; Bloemfontein; Hybride; ZAR 700 000 - 1 100 000; Plein temps

Avantages offerts par ce poste

Flexible remote work

Health insurance

Retirement planning benefits

Professional development

Equity/partnership potential

Mentorship from industry leaders

Résumé du poste

Placements24 is seeking a Senior Financial Planner to deliver comprehensive financial planning services, focusing on wealth management, retirement planning, and investments. You will build enduring client relationships and develop personalized plans to meet financial goals.

The role offers a flexible remote work arrangement for serving clients nationwide, and requires CFP certification with at least six years in wealth management and strong communication skills.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or related field.
• CFP designation is essential.
• Minimum 6 years of experience in financial planning and wealth management.
• Strong communication and interpersonal skills.

Responsabilités

• Develop holistic financial plans for retirement, investments, insurance, and estate planning.
• Perform needs analyses and risk assessments for clients.
• Provide investment guidance, asset allocation, and portfolio management.
• Educate clients on financial products and market trends.
• Maintain long-term client relationships and ensure satisfaction.
• Stay updated with regulatory requirements and market developments.
• Collaborate with professionals to provide integrated solutions.
• Conduct regular portfolio reviews and progress tracking.
• Adhere to fiduciary standards and ethical guidelines.

Connaissances

Client relationship management

Financial planning

Investment strategy

Regulatory compliance

Formation

Bachelor's degree in Finance/Economics/Business

CFP designation

Outils

CRM systems

Financial planning software

Description du poste

Placements24 is seeking a Senior Financial Planner to deliver comprehensive financial planning services, focusing on wealth management, retirement planning, and investments. You will build enduring client relationships and develop personalized plans to meet financial goals.

The role offers a flexible remote work arrangement for serving clients nationwide, and requires CFP certification with at least six years in wealth management and strong communication skills.