Financial Planner
About the Role
As a Financial Planner, you will work with mid- to high-level market clients, providing expert advice and tailored solutions across insurance and financial planning. You will have the unique opportunity to grow your own client book, supported by the strength of a respected national brand and a partner-focused franchise model.
This role is commission-based with a generous 80% commission share to the planner and 20% to the franchise, giving you the freedom and rewards of entrepreneurship with the backing of a leading institution.
What Were Looking For
We are seeking professionals who are self-motivated, client-focused, and eager to take control of their earning potential.
Requirements:
- Minimum RE5 certification
- Class of Business 3 & 5 completed
- NQF5 qualification
- CFP designation (advantageous but not required)
- Demonstrated success in selling to the mid to high-level insurance market
- Strong entrepreneurial mindset and desire to build your own business
- Settling-in fee of R50,000 to cover training period expenses
- Work on a hybrid model between home - the office in Rosebank and clients
- Training and onboarding through a comprehensive academy
- Industry-leading brand reputation and support
- A partnership model youre not an employee, but a business partner building your own financial planning practice
- Commission structure of 80% (planner) / 20% (franchise)
Who This Role Suits
This role is perfect for an ambitious financial professional who wants to:
- Escape the limitations of traditional employment
- Leverage a reputable brand to grow their own book of business
- Be rewarded directly for their efforts and client relationships
- Build a long-term, sustainable financial planning practice