Remote Financial Planner for Nationwide Clients

Remote Financial Planner for Nationwide Clients

Full-Time On-site
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Placements24 is seeking a dedicated Financial Planner to join its remote advisory team. You will help individuals and families achieve financial goals through personalized planning across retirement, investments, insurance, and estate planning.

This remote-first role serves clients nationwide from East London’s expanding financial sector; CFP certification and 3 years of experience are required, with strong presentation and interpersonal skills and proficiency in planning software.

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Remote Financial Planner for Nationwide Clients employer: Placements24

Our client offers an exceptional remote working environment for Tax Specialists, providing unparalleled flexibility and autonomy while ensuring a competitive salary package and performance bonuses. With a strong focus on continuous professional development, employees are encouraged to grow their expertise in South African tax law, all within a supportive culture that values strategic thinking and collaboration across departments.

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Contact Details:

Placements24 Recruitment Team