Financial Advisors, & Planners>.

Confiar BlueStar; Durban; On-site; ZAR 180,000 - 420,000; Full time

Benefits offered by this job

Commission earnings

Vesting bonus

Full admin support

Annual production bonus

Medical aid

Pension

Group Life cover

Marketing support

Training bursaries for courses

Rewards programs

Personal development opportunities

Job summary

Confiar Bluestar is expanding and seeks experienced Financial Planners in KZN and Gauteng. The role focuses on building client relationships, delivering professional financial advice, and growing a profitable practice with admin support and opportunities for growth.

The position offers a commission-based earning model, with a strong emphasis on prospecting, networking, and ongoing self-improvement. Vehicle access and a valid license are expected.

Qualifications

• Minimum 1 year experience as a Financial Planner.
• Matric or equivalent educational background.
• RE Certificate is optional.
• Driver's license and access to your own vehicle.

Responsibilities

• Building and managing a client base with relationships.
• Provide expert financial advice to clients.
• Develop and maintain a profitable practice.

Skills

Commission mindset

Prospecting

Networking

Campaigns

Needs analysis

Personal financial planning

Education

Matric or equivalent

120 credits on NQF Level 5

RE Certificate (optional)

Job description

Join Our Team: Experienced Financial Planners Wanted - KZN and Gauteng! - Please read the full value Proposition till the end before applying.

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:

As a Financial Planner at Confiar Bluestar, your responsibilities will include:

• - 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:

To excel in this role, you should possess the following attributes and skills:

• -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:

To be considered for this role, applicants should have:

• - 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