Financial Planner – Director of Controlled Financial Panic

Grocon Financial Group

Remote

Remote 🇬🇧 English

Job description

About the role

Join Grocon Financial Group as a Financial Planner, operating remotely across South Africa. You will partner closely with high‑net‑worth clients and business owners, delivering strategic wealth advice and long‑term financial planning.

Key responsibilities

Investment planning
Risk and insurance planning
Retirement planning
Estate and legacy planning
Business assurance and succession planning
Long‑term relationship management
Ongoing client reviews and proactive support

Required profile

Builds trust naturally
Communicates professionally and confidently
Values relationships over transactions
Thinks strategically and long‑term
Proactive, organised and accountable
Delivers exceptional service
Strong commercial awareness
Desires growth in a high‑performance advisory environment

Required skills

Relevant financial planning qualification (RE5) completed or in progress
CFP® designation (beneficial)
Experience in investments, insurance and holistic financial planning
Strong understanding of wealth management principles
Experience with affluent individuals or business owners (advantageous)

What we offer

Premium, professional working environment
Exposure to high‑value clients and strategic planning work
Ongoing personal and professional development
Collaborative support across advisory, accounting, tax and fiduciary divisions
Long‑term growth opportunities within the Grocon group
Culture built on honour, integrity, excellence, ownership, professionalism and team‑first thinking

Questions fréquentes

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Published 1 week ago

Expires 1 month from now

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