Strategic Fp&A Leader: Budgets, Forecasts & Growth
Placements24
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Benefits offered by this job
Job summary
Placements24 is recruiting a Financial Planning Specialist to join a fully remote team serving clients from Upington and beyond.
You will deliver bespoke financial plans, covering investments, retirement planning, and risk assessment, guiding clients toward long-term goals with a client-centric approach.
Qualifications
- Bachelor's degree in Finance, Economics or related field.
- CFP designation is strongly preferred.
- Minimum 5 years of experience in financial planning or wealth management.
- Extensive knowledge of investments, 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, personalized financial plans covering investments, retirement, insurance, and estate planning.
- Analyze clients' financial situations, risk tolerance, and goals.
- Provide recommendations on suitable financial products and strategies.
- Monitor client portfolios and market trends, adjusting plans as needed.
- Educate clients on financial concepts and rationale behind strategies.
- Ensure compliance with regulatory standards and ethical practices.
Skills
Education
Tools
Job description
Our client is looking for a highly qualified Financial Planning Specialist to join their fully remote team, supporting clients from Upington and beyond. This role focuses on providing expert advice and creating bespoke financial plans for individuals and families to help them achieve their long-term financial objectives. You will leverage your expertise in investment management, retirement planning, and risk assessment to guide clients through complex financial decisions. This is an excellent remote opportunity for a dedicated professional in the banking and finance sector committed to client success and financial well-being.
Our client is looking for a highly qualified Financial Planning Specialist to join their fully remote team, supporting clients from Upington and beyond. This role focuses on providing expert advice and creating bespoke financial plans for individuals and families to help them achieve their long-term financial objectives. You will leverage your expertise in investment management, retirement planning, and risk assessment to guide clients through complex financial decisions. This is an excellent remote opportunity for a dedicated professional in the banking and finance sector committed to client success and financial well-being.
- Develop comprehensive, personalized financial plans encompassing investments, retirement, insurance, and estate planning.
- Conduct in-depth analysis of client's financial situations, risk tolerance, and goals.
- Provide expert recommendations on suitable financial products and strategies.
- Monitor client portfolios and market trends, making proactive adjustments to financial plans as needed.
- Educate clients on financial concepts and the rationale behind recommended strategies.
- Ensure all financial planning activities comply with regulatory standards and ethical best practices.
- Bachelor's degree in Finance, Economics, or a related field.
- Professional designation such as CFP (Certified Financial Planner) 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.
- Competitive salary and performance-driven bonus structure.
- Fully remote work arrangement offering ultimate flexibility.
- Comprehensive health benefits and a robust retirement savings plan.
- Support for ongoing professional development and certifications.
- A client-centric culture focused on trust and long-term partnerships.
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