Senior Financial Planner

About the Role

Our client, a distinguished wealth management firm in Randburg , is seeking an accomplished Senior Financial Planner . This role is integral to providing expert financial advice and customized planning solutions to high-net-worth individuals and families. You will assess clients’ financial situations, develop comprehensive strategies for investment, retirement, and estate planning, and guide them towards achieving their long-term financial goals. This position is based at our client’s Randburg office, requiring direct client interaction and a strong commitment to professional service standards. You will be a trusted advisor, leveraging deep financial knowledge to serve our clientele.

Key Responsibilities

• Conduct in-depth financial needs analysis and develop personalized financial plans for clients.
• Provide expert advice on investments, retirement planning, insurance, tax strategies, and estate planning.
• Monitor client portfolios, review performance, and recommend adjustments based on market conditions and client goals.
• Build and maintain strong, long-term relationships with clients, understanding their evolving financial needs.
• Stay abreast of market trends, financial products, and regulatory changes impacting financial planning.
• Collaborate with other professionals, such as attorneys and accountants, to provide holistic client solutions.

Requirements

• Bachelor’s degree in Finance, Economics, or a related field; CFP designation is required.
• Minimum of 7 years of experience in financial planning and wealth management.
• Proven track record of successfully managing client portfolios and providing expert financial advice.
• Strong knowledge of investment vehicles, retirement plans, tax laws, and estate planning principles.
• Exceptional interpersonal, communication, and client relationship management skills.
• High ethical standards and commitment to client confidentiality.

Benefits

• Competitive base salary with generous performance-based incentives.
• Comprehensive health, dental, and vision insurance plans.
• Opportunities for professional growth and continuous education.
• Access to sophisticated financial planning tools and resources.
• Positive and supportive team environment dedicated to client success.

#J-18808-Ljbffr…