Financial Advisors & Planners>.>

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

Benefits offered by this job

Lucrative earnings

Vesting Bonus

Full admin support

Annual Production Bonus

Comprehensive Benefits

Training with bursaries

Rewards and Recognition

Personal development opportunities

Job summary

Confiar Bluestar in KwaZulu-Natal and Gauteng seeks experienced Financial Planners to join a growing team. You will build and manage a client base, provide professional financial advice, and help develop a profitable practice.

This commission-based role offers lucrative earning potential, vesting bonuses, full admin support, and ongoing training with bursaries. A driver's license and own vehicle are preferred.

Qualifications

• Matric or equivalent is required.
• RE Certificate/Optional.
• 120 credits on NQF Level 5 or equivalent.
• Driver's license and own vehicle preferred.

Responsibilities

• Build and manage a client base; establish and maintain relationships with clients.
• Provide expert financial advice to clients.
• Develop and maintain a profitable practice.

Skills

Commission mindset

Prospecting & networking

Needs analysis

Client relationship building

Financial planning advice

Self-improvement mindset

Education

Matric or equivalent

RE Certificate (Optional)

120 credits on NQF Level 5 or recognized qualification

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