Financial Planner

apartmentTalentlink360 placeDurban calendar_month 
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
Remuneration & Benefits
  • 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
Minimum Requirements
  • 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)
Ideal Candidate Profile
  • 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.

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