Financial Planner

Reliant Recruitment Solutions; Durban; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading recruitment firm in Durban is looking for experienced Financial Planners to provide comprehensive financial planning and advisory services. This role offers competitive remuneration, mentorship, and the opportunity for uncapped commission. Ideal candidates will have at least 2 years of industry experience and a relevant bachelor's degree. The company provides full training and support to help you succeed in this entrepreneurial role.

Benefits

Attractive bonuses and world-class incentives

Training allowance for 4 months

Mentorship from successful entrepreneurs

Qualifications

• Minimum 2 years industry experience.
• Minimum 120 Credits.
• RE5 certification.

Responsibilities

• Meeting with new and existing clients.
• Evaluating clients' financial needs.
• Developing customized financial strategies.
• Offering retirement planning and investment advice.

Skills

Excellent communication skills (written and verbal)

Financial planning

Client relationship management

Understanding of financial markets

Education

Bachelor's degree in Finance, Economics, or related field

Professional certification (CFP)

Job description

Overview

We are currently recruiting experienced financial planners in KZN and JHB. The Financial Planner will be responsible for providing comprehensive financial planning and advisory services to clients.

Highly competitive remuneration package.

Full training and ongoing support provided

Mentorship from successful entrepreneurs within the company

Attractive bonuses and world class incentives

Uncapped Commission

Training Allowance for 4 months

Comprehensive Product range i.e. Long term, short term and healthcare.

This is an opportunity to work for yourself but not by yourself.

If you have what it takes to be an inspiring entrepreneur send through your cv to be considered

Responsibilities

• Meeting with new and existing clients
• Evaluating clients\' financial needs
• Developing customized financial strategies
• Offering retirement planning and investment advice
• Ensuring clients\' financial goals are met
• The role also involves staying updated on financial market trends and maintaining strong client relationships to build trust and ensure their financial well-being.

Qualifications

• Minimum 2 years industry experience
• Minimum 120 Credits
• RE5
• Class of Business
• A valid Driver’s licence and your own car
• A clear criminal and credit check
• Excellent communication skills (written and verbal)
• Professional certification such as CFP is a plus
• Bachelor\'s degree in Finance, Economics, or related field