Client-Centric Financial Planner | CFP Path | KZN

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

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