Wealth & Retirement Planner | CFP, Client-Focused Advisory
Placements24
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Benefits offered by this job
Job summary
Placements24 is seeking a client-centric Financial Planning Consultant for our Paarl practice. You will craft comprehensive strategies for individuals and families, focusing on wealth growth, retirement security, and estate planning. Build trusted relationships and deliver expert guidance in a supportive, professional setting.
The role emphasizes collaboration with accountants and estate attorneys to provide holistic advice, with growth opportunities and a competitive benefits package.
Qualifications
- CFP certification and licenses are essential.
- Minimum of 4 years of experience in financial planning or wealth management.
- Strong knowledge of investment vehicles, retirement plans, insurance, and tax implications.
Responsibilities
- Conduct thorough client discovery meetings to understand financial goals, risk profiles, and time horizons.
- Develop personalized financial plans encompassing investment, retirement, insurance, and tax strategies.
- Present and explain financial plans clearly to clients, ensuring their understanding and buy-in.
- Monitor clients' financial progress and proactively adjust strategies in response to market changes or life events.
- Stay current with financial planning regulations, market trends, and product offerings.
- Collaborate with other professionals, such as accountants and estate attorneys, to provide holistic advice.
Skills
Education
Tools
Job description
Placements24 is seeking a client-centric Financial Planning Consultant for our Paarl practice. You will craft comprehensive strategies for individuals and families, focusing on wealth growth, retirement security, and estate planning. Build trusted relationships and deliver expert guidance in a supportive, professional setting.
The role emphasizes collaboration with accountants and estate attorneys to provide holistic advice, with growth opportunities and a competitive benefits package.
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