Financial Planner

Financial Planner Company Overview
A leading financial services provider is committed to empowering individuals by offering expert guidance and tailored financial solutions.

The company provides a robust support system to ensure the success of financial planners.

Support & Benefits

What We Offer:

1. Office Space & Infrastructure: Fully equipped office facilities, including internet, email, telephone, and secure data storage.
2. Administrative Support: Assistance with new business finalization, client services, and client retention strategies.
3. Business Development Support: Access to business coaching, client advice support, and practice management assistance.
4. Training & Development: Technical and soft skills training, support for industry-related qualifications, and ongoing professional development.
5. Leads & Client Engagement Tools: Access to an effective leads system, mobile nurses for client medicals, and sales consultants to assist with client projects and database segmentation.
6. Product & Compliance Support: Access to product specialists in risk, savings, investments, private wealth, and loyalty programs, as well as compliance and legal advisory support.
7. Marketing Support: Assistance with branding and client outreach strategies.
8. Financial Planning Tools: State-of-the-art digital tools for financial planning and client portfolio management.

Compensation & Rewards

Competitive commission structure (up to %), vesting bonuses for the first two years, performance bonuses (13th cheque in December), training allowance of R26,, paid over the first three months, interest-free technology loan of R16, and membership in pension and group life schemes.

Key Responsibilities

1. Build and maintain strong client relationships through networking and prospecting.
2. Conduct face-to-face client meetings to assess financial needs and provide suitable financial solutions.
3. Offer professional financial advice with a focus on client retention and long-term financial planning.
4. Monitor client portfolios, manage policy renewals, and address unpaid premiums or cancellations.
5. Apply risk management principles to maintain a profitable client portfolio.
6. Utilize financial planning tools and industry knowledge to support clients effectively.
7. Stay updated on market trends, compliance requirements, and product offerings.

Required Skills & Competencies

1. Excellent communication and interpersonal skills.
2. Strong networking and prospecting abilities.
3. Client-centric approach with a commitment to ethical conduct and professionalism.
4. Sales-driven mindset with the ability to generate and convert leads.
5. Proficiency in computers and technology for managing client portfolios.
6. Degree or relevant industry qualifications (preferred).
7. RE5 Certification (preferred but not required).
8. Driver's license and access to a vehicle.
9. Financial industry experience (advantageous).
10. Clear criminal and credit record.

If you are passionate about financial planning and want to build a successful career in a dynamic environment, apply today to become a Financial Planner and help clients secure their financial future.