Experienced Financial Advisor

May-San Financial Services; Durban; Hybrid; ZAR 270,000 - 330,000; Full time

Benefits offered by this job

Upfront commission

Monthly commission

Bonuses and incentives

Offshore/onshore conventions

Quarterly regional dinners

Flexible payout frequency

Paperless operations

Leads access

Work from anywhere

Office facilities & parking

Admin & specialist support

System trainers

Job summary

May-San Financial Services, an Old Mutual Agency franchise, is seeking an experienced Financial Advisor in Durban for a full-time hybrid role with some work-from-home flexibility. You will provide comprehensive financial planning services, assess client situations, and develop tailored plans to help clients reach financial goals.

Ideal candidates have CFP certification (preferred), CPD/RE5 readiness, a track record of insurance sales, and a license to drive.

Qualifications

• Proficiency in Financial Planning and Financial Advisory.
• Experience in Retirement, Risk & Investment Planning.
• Excellent analytical and problem-solving skills.
• Strong interpersonal and communication skills.
• Ability to work independently and in a team.
• CFP certification is a plus.

Responsibilities

• Provide comprehensive financial planning services.
• Assess clients' financial situations and needs.
• Develop tailored financial plans and strategies.
• Conduct financial analysis and risk assessment.
• Offer ongoing advice and support to help clients meet financial objectives.

Skills

Financial planning

Financial advisory

Retirement planning

Risk planning

Investment planning

Analytical skills

Interpersonal skills

Communication skills

Independent & team work

Insurance sales

Education

CFP Certification (preferred)

CPD points & RE5 requirement

NQF5 qualification in progress

Tools

Laptop

Own vehicle

Driver’s license

Job description

May-San Financial Services, an Old Mutual Agency franchise, provides advisors with a structured roadmap to success, enhancing client outcomes through greater efficiencies and superior support. Operating under the OM FSP License, May-San Financial Services equips advisors with the top-tier resources, tools, and advice backed by Old Mutual’s esteemed reputation as South Africa’s leading financial services provider. This entrepreneurial environment allows franchisees the freedom to define their ethos while benefiting from substantial guidance, support, and the latest technology-driven business processes.

Role Description

This is a full-time hybrid role for an Experienced Financial Advisor, based in Durban with some work-from-home flexibility. The Financial Advisor will be responsible for providing comprehensive financial planning services. Daily tasks will include assessing clients' financial situations, developing tailored financial plans, conducting financial analysis, and providing ongoing advice and support to help clients meet their financial objectives.

Qualifications

• Proficiency in Financial Planning and Financial Advisory
• Experience in Retirement, Risk & Investment Planning
• Excellent analytical and problem-solving skills
• Strong interpersonal and communication skills
• Ability to work independently and in a team
• Certification as a CFP (Certified Financial Planner) is a plus
• Have a minimum of 1 year of experience selling insurance
• Have a proven track record of earning over R300 000 per annum.
• Have up-to-date CPD points and Regulatory Exam (RE5), either have or are working towards their NQF5 qualification.
• Have a driver’s license, laptop, and own vehicle.

What we offer

Excellent remuneration and commission structure which includes:

• Upfront Commission on Sales and updates.
• Monthly Commission on short-term and medical aid products.
• Bonuses and Incentives including:
• Offshore and onshore conventions for you and your spouse
• Quarterly regional dinners
• Product competitions and ad-hoc getaways
• Flexible Payment Frequency: weekly, fortnightly, or monthly payouts directly from Old Mutual.
• Paperless business operations with internet-based submissions, tracking, and e-signatures.
• Access to leads, cutting-edge tools, and ongoing innovation to stay ahead of the curve.
• Work from anywhere—no office-bound restrictions.
• Access to centralised office facilities, unlimited internet access, and parking —all at no extra cost.
• Administrative and specialist support:
• Access to a dedicated branch administrator and regional branch support.
• Support from risk, wealth, investment, PCS, Old Mutual Insure, short-term insurance and medical aid specialists, as well as a legal adviser.
• Access to a System Specialist and Product Trainers.