Experienced Financial Planners Apply Now

Confiar BlueStar; Durban; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services company in Durban is seeking experienced Financial Planners to join their team. The role offers lucrative earning potential with a commission-based structure, full admin support, and a comprehensive benefits package. Ideal candidates should have at least 1 year of experience, with a Matric certificate and a valid driver’s license. This is a great opportunity to build a successful career in financial planning.

Benefits

Lucrative earning potential

Vesting bonus

Comprehensive benefits

Robust support system

Annual production bonus

Qualifications

• Minimum of 1 year experience as a Financial Planner.
• Valid driver's license and own vehicle.

Responsibilities

• Establish and maintain relationships with clients.
• Provide expert financial advice to clients.
• Develop and maintain a profitable practice.

Skills

Networking

Prospecting

Financial needs analysis

Client relationship management

Commission-based remuneration

Education

Matric or equivalent

120 credits on NQF Level 5 or recognized qualification

Job description

Join Our Team: Experienced Financial Planners Wanted - KZN and Gauteng!

We are expanding and seeking experienced Financial Planners to join our dynamic team. If you're a motivated and results-driven professional looking for a new opportunity, we'd love to hear from you.

What We Offer:

• Lucrative Earning Potential
• Vesting Bonus: A bonus program for the first 24 months
• Full admin support
• Annual Production Bonus: Incentives based on performance
• Comprehensive Benefits: Medical aid, pension, Group Life cover, and more
• Robust Support System: Access to Key Accounts Specialists, Advice and Legal Specialists, Marketing support, continuous training with bursaries for industry-relevant courses
• Rewards and Recognition: Various programs to acknowledge and celebrate your achievements
• Personal development and business opportunities to develop Financial Planners

Your Role:

• Building and Managing a Client Base: Establish and maintain relationships with clients
• Professional Advice: Provide expert financial advice to clients
• Profitable Practice Building: Develop and maintain a profitable practice

Key Success Factors:

• A Commission Mindset: Ability to leverage commission-based remuneration
• Prospecting and Networking: Skills in networking, prospecting, and lead generation
• Capability to structure and implement focused campaigns
• Proficiency in conducting financial needs analysis using relevant tools
• Providing sound personal financial planning advice
• Commitment to delivering exceptional, value-added service
• Desire for ongoing self-improvement

Qualifications and Requirements:

• A minimum of 1 year of experience as a Financial Planner
• Educational Background: Matric or equivalent
• RE Certificate/Optional
• Ideally, 120 credits on NQF Level 5 or a recognized qualification
• Driver's License and Own Vehicle: A valid driver's license and access to your own vehicle

PLEASE NOTE THAT THIS IS A COMMISSION EARNING JOB

Feel free to email your detailed cv to [e-mail]

Confiar Bluestar

"Our Name Means Trust"

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