Financial Adviser..

Sanlam; Durban; Vor Ort; ZAR 300.000 - 600.000; Vollzeit

Zusammenfassung

Confiar Bluestar is seeking ambitious Financial Planners who will build, grow and manage their own client base in KwaZulu-Natal. You will identify new opportunities, conduct needs analyses and provide professional financial planning advice to clients, while developing focused campaigns and maintaining long-term relationships.

Join a business that rewards performance through a lucrative commission-based structure, vesting bonuses and ongoing support to help you grow a profitable practice.

Qualifikationen

• Minimum 1 year as a Financial Planner.
• Matric or equivalent; RE5 where applicable.
• Valid driver's licence and own vehicle.
• Earnings linked to business production; commission-based environment.
• Willing to build and grow a client base.

Aufgaben

• 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.

Kenntnisse

Entrepreneurial mindset

Sales/Business development

Networking

Client relationships

Ausbildung

Matric or an equivalent qualification

RE5 certificate

120 NQF Level 5 credits or a recognised relevant qualification

Jobbeschreibung

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.
• Lucrative Earning Potential Build your income through your performance, productivity and ability to grow your client base.
• 24-Month Vesting Bonus Benefit from a vesting bonus programme during your first 24 months, subject to the applicable terms and conditions.
• Annual Production Bonuses Be rewarded for your performance through production-based incentives.
• Comprehensive Benefits Package Access benefits that may include medical aid, pension, group life cover and more, subject to the applicable eligibility criteria and scheme rules.
• Dedicated Administrative Support 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
• Recognition & Rewards 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.

YOUR ROLE

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.

WHO WE ARE LOOKING FOR

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.

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.

Join Confiar Bluestar and build your future with a team committed to your growth. Confiar Bluestar “Our Name Means Trust.”