Certified Financial Planner

feeblo.; Durban; On-site; ZAR 350,000 - 540,000; Full time

Benefits offered by this job

Performance bonus

Ongoing training and development

Access to leading investment platform

Brand reputation

Job summary

feeblo. is seeking a client-centric Financial Advisor in KwaZulu-Natal to build a thriving practice in Durban and surrounding areas.

You will provide holistic, fiduciary financial guidance across retirement, investments, risk, estate, and tax planning, while focusing on exceptional client service and long-term value. With 3–5 years in financial services sales and a solid local network, you will grow your client base through referrals and ensure compliant, professional conduct with FAIS

Qualifications

• Relevant tertiary qualification in Finance, Business, or related field.
• FAIS compliance with a valid RE 5 and registered as Representative with a licensed FSP.
• Progress toward or possession of CFP® is advantageous.
• 3–5 years of proven financial services sales experience.
• Established KwaZulu-Natal professional network and knowledge of local market.

Responsibilities

• Advisory & financial planning across retirement, investment, risk, estate, and tax.
• Conduct in-depth financial needs analyses with empathy and understanding of client goals.
• Manage the entire client lifecycle from discovery to ongoing reviews and portfolio adjustments.
• Educate clients to ensure understanding of plans and recommendations, building trust.
• Grow the client base organically through referrals earned by outstanding service.
• Maintain FAIS compliance and uphold high professional standards.

Skills

Customer service oriented

Communication skills

Consultative selling

Analytical skills

Self-motivated

Education

Bachelor's degree in Finance / Business

Job description

Location:Durban / Pietermaritzburg / KZN Region, South Africa

Employment Type:Full-time

About the Role:

We are seeking aclient-centric, qualified Financial Advisorto build a thriving practice in KwaZulu-Natal. This role is for a true advisor, not just a salesperson. You will possess a deep-seatedcustomer service mindset, viewing every interaction as an opportunity to build trust and provide exceptional, long-term value. By leveraging your relevant qualifications, strong local network, and proven sales experience, you will become a dedicated partner in your clients' financial journeys, helping them navigate complexity with confidence.

Key Responsibilities:

• Advisory & Financial Planning:
• Act as a trusted fiduciary, providing holistic, client-first financial advice across retirement, investment, risk, estate, and tax planning.
• Conduct in-depth financial needs analyses with empathy and a genuine desire to understand each client’s unique goals, fears, and life situation.
• Client Relationship & Service Excellence:
• Proactively manage the entire client lifecyclewith a service-oriented approach—from the initial consultative discovery to ongoing reviews and portfolio adjustments.
• Prioritize client education, ensuring they understand their plan and the reasoning behind recommendations, fostering confidence and long-term loyalty.
• Go beyond transactions by providing proactive communication, timely updates, and being readily accessible to address client concerns or changing needs.
• Business Development:
• Grow your client base organically by leveraging your strong KZN network, with a focus onreferrals earned through outstanding service.
• Utilize your sales experience in a consultative manner, focusing on matching solutions to identified needs rather than product pushing.
• Compliance & Professionalism:
• Uphold the highest ethical standards and ensure full compliance with FAIS and FSCA regulations, viewing compliance as a cornerstone of client protection and trust.

Required Qualifications & Experience:

• Relevant Qualifications:A recognized tertiary qualification in Finance, Business, or a related field.
• Essential Certification:Must be FAIS compliant with a validRE 5and registered as aRepresentativewith a licensed FSP. Progress toward or possession ofCFP®is highly advantageous.
• Sales & Service Experience:3-5 years of proven experience in financial services sales, with a demonstrable track record ofretaining clients through superior service.
• Local Network:An established professional and community network within KwaZulu-Natal.
• Product Knowledge:Comprehensive understanding of key financial products and legislation.

Essential Skills & Competencies:

• Unwavering Customer Service Ethos:A natural inclination to serve, advocate for, and build lasting partnerships with clients.
• Exceptional Interpersonal & Communication Skills:Ability to listen actively, explain complex concepts simply, and build deep rapport.
• Consultative & Empathetic Approach:Puts client needs first in all decision-making and recommendations.
• Strong Analytical & Planning Abilities.
• Integrity & Professionalism:Acts with honesty and transparency, always in the client’s best interest.
• Resilience & Self-Motivation.
• Valid driver’s license and own reliable vehicle.

What We Offer:

• A competitive package with a base salary paid for a fixed initial period and a performance bonusrewarding both client acquisition and retention.
• Ongoing training and support for professional development.
• Access to a leading investment and insurance platform.
• The opportunity to build a respected, service-driven practice with a reputable brand.