Financial Adviser.....

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

Ready to Take Your Financial Planning Career to the Next Level?

At Confiar Bluestar, we believe that great Financial Planners deserve more than just an opportunity to earn. They deserve the right support, recognition, development opportunities and platform to build a successful, sustainable financial planning business.

We are expanding our team across KwaZulu-Natal and Gauteng and are looking for ambitious, experienced Financial Planners who are passionate about helping clients achieve their financial goals while building a profitable practice of their own.

If you are entrepreneurial, driven by results and ready to unlock your earning potential, this could be the opportunity you've been looking for!

We offer a comprehensive value proposition designed to support your professional growth and long-term success.

Build your income through your performance, productivity and ability to grow your client base.

Benefit from a vesting bonus programme during your first 24 months, subject to the applicable terms and conditions.

Be rewarded for your performance through production-based incentives.

Access benefits that may include medical aid, pension, group life cover and more, subject to the applicable eligibility criteria and scheme rules.

Spend more time advising clients and growing your business, with administrative support to assist with the day-to-day operational demands of your practice.

Specialist Business Support

Access Key Account Specialists, Advice and Legal Specialists, marketing support and ongoing guidance to help you strengthen your practice.

Continuous Learning & Development

Grow your knowledge and professional capabilities through ongoing training and bursary opportunities for relevant industry courses, subject to applicable criteria.

Celebrate your achievements through recognition initiatives and performance-driven reward programmes.

Business Growth & Development

Access opportunities designed to help you develop as a Financial Planner, expand your client base and build a sustainable, profitable practice.

As a Financial Planner at Confiar Bluestar, you will be responsible for:

• 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.

We are looking for professionals who are:

• Entrepreneurial, ambitious and results-driven.
• Comfortable working in a commission-based environment.
• Proactive in generating leads and developing new business.
• Confident in building relationships and networking.
• Passionate about delivering value-added financial advice.
• Committed to professional excellence and continuous improvement.
• Focused on building a long-term career in financial services.

MINIMUM REQUIREMENTS

• At least 1 year of experience as a Financial Planner.
• Matric or an equivalent qualification.
• 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.

THIS IS A COMMISSION-BASED OPPORTUNITY, NOT A FIXED-SALARY POSITION.

Your earnings are linked to your business production and the applicable remuneration structure. This opportunity is best suited to individuals with an entrepreneurial mindset who are motivated to generate business, build lasting client relationships and grow their own financial planning practice.

Please ensure you understand the full value proposition and remuneration structure before submitting your application.

If you have the experience, ambition and drive to build something bigger, we would love to hear from you.

Join Confiar Bluestar and build your future with a team committed to your growth.