Financial Planner

Reliant Recruitment Solutions; Durban; On-site; ZAR 30 000 - 70 000; Full time

Job summary

Join a leading insurance company in South Africa and embrace the opportunity to work independently while receiving mentorship from successful entrepreneurs. This role offers a competitive remuneration package, comprehensive training, and attractive bonuses. You will be responsible for advising clients on goal-based financial planning, investment strategies, and building strong client relationships. If you have the drive to succeed and meet the qualifications, this is your chance to thrive in an empowering environment.

Benefits

Comprehensive training

Ongoing support

Mentorship

Attractive bonuses

Uncapped commission

Training allowance for 4 months

Qualifications

• Minimum of 2 years industry experience required.
• Professional certification such as CFP is a plus.

Responsibilities

• Meeting with new and existing clients to advise on financial planning.
• Building and maintaining client relationships through effective planning.
• Liaising with internal and external stakeholders.

Skills

Client Relationship Management

Financial Planning

Communication Skills

Investment Strategies

Education

Grade 12 (Matric)

Bachelor's degree in Finance or Economics

FAIS compliance

RE5 certification

Job description

We are recruiting for one of South Africa’s leading insurance companies.

They provide a highly competitive remuneration package.

Full training and ongoing support provided.

Mentorship from successful entrepreneurs within the company.

Attractive bonuses and world-class incentives.

Uncapped commission.

Training allowance for 4 months.

Comprehensive product range, including long-term, short-term, and healthcare insurance.

Here's an opportunity to work for yourself but not by yourself.

If you have what it takes to be an inspiring entrepreneur, send through your CV to be considered.

Responsibilities

1. Meeting with new and existing clients.
2. Advising clients on goal-based financial planning, investment strategies, insurance, and retirement plans.
3. Building and maintaining client relationships through effective planning.
4. Liaising with internal and external stakeholders.
5. Helping make informed decisions and implementing relevant solutions.

Qualifications

1. A Grade 12 (Matric) certificate.
2. FAIS compliance.
3. RE5 certification.
4. A valid driver’s license and own vehicle.
5. A clear criminal and credit check.
6. A minimum of 2 years industry experience.
7. Excellent communication skills (written and verbal).
8. Professional certification such as CFP is a plus.
9. Bachelor's degree in Finance, Economics, or a related field.