Senior Remote Financial Planner

Dante Personnel Recruitment

South Africa

Remote

ZAR 600,000 - 900,000

Full time

11 days ago

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Benefits offered by this job

Competitive salary

Performance-based bonus

Fully remote work

Health benefits

Retirement plan

Professional development

Job summary

Dante Personnel Recruitment seeks a highly qualified Financial Planning Specialist to join a fully remote team, supporting clients from Upington and beyond. You will provide expert advice and create bespoke financial plans for individuals and families to meet long-term objectives.

You'll leverage expertise in investment management, retirement planning, and risk assessment to guide clients through complex decisions in a banking and finance environment focused on client success and financial

Qualifications

Bachelor's degree in Finance, Economics, or a related field.
CFP designation is strongly preferred.
Minimum of 5 years of experience in financial planning or wealth management.
Extensive knowledge of investment vehicles, retirement planning, tax implications, and estate law.
Excellent analytical, communication, and client relationship management skills.
Proficiency with financial planning software and tools.

Responsibilities

Develop comprehensive, bespoke financial plans for individuals and families.
Provide expert investment, retirement, and risk management guidance.
Analyze client financial situations and goals to tailor recommendations.
Monitor portfolios and adjust plans in line with market changes and client needs.
Educate clients on financial concepts and rationales behind strategies.
Ensure compliance with regulatory standards and ethical practices.