Entrepreneurial Financial Planner: Build Your Own Practice

Sanlam; Durban; On-site; ZAR 300,000 - 800,000; Full time

Job summary

Confiar Bluestar is expanding its team in KwaZulu-Natal and Gauteng, seeking ambitious Financial Planners to build a profitable practice with strong support, development opportunities and a platform to advise clients.

This is a commission-based opportunity, not a fixed-salary role. Earnings depend on production and client acquisition, with a vesting bonus programme and potential benefits subject to eligibility.

Qualifications

• At least 1 year of experience as a Financial Planner.
• Matric or an equivalent qualification required.
• RE5 certificate where applicable.
• Ideally, 120 NQF Level 5 credits or a recognised relevant qualification.
• A valid driver’s licence and access to your own vehicle.
• The ability and willingness to build and grow a client base.

Responsibilities

• Building, growing and managing your own client base.
• Identifying new business opportunities through prospecting, networking and referrals.
• Conducting comprehensive financial needs analyses.
• Providing appropriate, professional financial planning advice.
• Developing and implementing focused marketing and prospecting campaigns.
• Building long-term client relationships through exceptional service.
• Growing and maintaining a profitable financial planning practice.
• Continuously developing your professional knowledge and skills.

Skills

Entrepreneurial

Ambitious

Results-driven

Education

Matric or equivalent

RE5 certificate

120 NQF Level 5 credits

Job description

Confiar Bluestar is expanding its team in KwaZulu-Natal and Gauteng, seeking ambitious Financial Planners to build a profitable practice with strong support, development opportunities and a platform to advise clients.

This is a commission-based opportunity, not a fixed-salary role. Earnings depend on production and client acquisition, with a vesting bonus programme and potential benefits subject to eligibility.