Financial Planner
Talentlink360 Durban
Key Responsibilities
- Establish and maintain long-term, trusted relationships with clients
- Deliver comprehensive, holistic financial planning solutions
- Identify client needs and recommend appropriate life, investment, and wealth solutions
- Provide consistent, high-quality client service with regular client engagement
- Build and grow a sustainable client portfolio over time
- Training allowance payable for the first two months
- 80/20 commission split
- Excellent monthly bonuses for the first two years
- December performance bonus (13th cheque)
- Initial and ongoing professional training through a leading financial academy
- Interest-free technology loans
- Membership of Pension Fund and Group Life Schemes
- Support with required industry qualifications (RE & Wealth Management)
- Access to mobile nurses for client medicals
- Sales, marketing, and product specialist support
- Full compliance support
- Access to legal advisers
- Advanced financial planning tools
- Grade 12 or equivalent
- RE5 qualification required if you have more than 18 months industry experience
- Proven sales experience (financial services sales preferred)
- FAIS credits or currently working toward a recognised Wealth Management qualification will be a strong advantage
- Valid drivers licence and own vehicle (essential)
- Entrepreneurial mindset with strong relationship-building ability
- Target-driven and self-motivated
- Professional, ethical, and client-centric
- Passionate about long-term wealth creation and financial advice
Why Consider This Opportunity?
This role offers the chance to build a professional financial planning career with the support, credibility, and infrastructure of a major financial services groupwithout sacrificing independence or earning potential.
Greys PersonnelDurban
Description
The Financial Planning Partner Assistant will provide administrative, operational, and client service support to Financial Planning Partners to ensure the efficient management of client portfolios and service delivery.
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