Lead Financial Planner

About the Role

Our client is seeking a seasoned and client-focused Lead Financial Planner to join their prestigious wealth management division in Sandton . This role involves leading a team of financial planners while also managing a portfolio of high-net-worth clients. You will be responsible for developing comprehensive financial strategies, including investment planning, retirement planning, and estate planning, tailored to individual client needs. This is a leadership opportunity for an experienced professional aiming to shape client strategies and mentor colleagues within a highly reputable financial advisory firm, offering a blend of remote flexibility and in-office collaboration.

Key Responsibilities

• Lead and mentor a team of financial planners, providing guidance, support, and performance management.
• Develop and implement holistic financial plans for high-net-worth individuals and families, covering investments, retirement, insurance, and estate planning.
• Conduct thorough client needs analysis and risk assessments to ensure personalized and effective financial advice.
• Manage and grow a personal book of clients, fostering long-term relationships built on trust and exceptional service.
• Stay current with market trends, financial products, and regulatory changes to provide expert advice.
• Collaborate with other specialists, such as tax advisors and estate attorneys, to deliver integrated wealth management solutions.

Requirements

• Bachelor's degree in Finance, Economics, Business, or a related field.
• Relevant professional designations such as CFP (Certified Financial Planner) are essential.
• Minimum of 7 years of experience in financial planning, with a proven track record of managing client portfolios and advising high-net-worth individuals.
• Experience in leadership or team management is required.
• Strong knowledge of investment strategies, retirement planning, tax laws, and estate planning principles.
• Excellent interpersonal, communication, and client relationship management skills.

Benefits

• Highly competitive salary with attractive bonus incentives and client acquisition rewards.
• Hybrid work model providing flexibility and work-life balance.
• Comprehensive health coverage and retirement savings plan.
• Opportunities for continuous professional development and advancement within the firm.
• Work in a sophisticated and professional environment with a distinguished client base.

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