Financial Planner

Igugu Lesizwe Consultants; Durban; On-site; ZAR 240,000 - 360,000; Full time

Benefits offered by this job

100% Commission

Unlimited earning potential

Vesting bonus 24 months

Annual production bonus

Training allowance

Tech loan

Medical aid

Group Life pension

Sanlam Academy

Rewards & recognition

Job summary

Igugu Lesizwe Consultants is seeking a Financial Planner in Durban to join our Sales team. You will manage client relationships, develop financial plans, and contribute to growth through a hybrid working model with main office in Westville.

Ideal candidates have at least 2 years of industry experience, RE5, and NQF 5 with 120 credits, plus a valid unendorsed driver’s license. The role offers a commission-based structure with various bonuses and a strong support network.

Qualifications

• Grade 12 or equivalent.
• At least 2 years of industry experience.
• RE5 qualification.
• NQF level 5 with 120 credits.
• Valid unendorsed driver’s license.

Skills

Confidence

Empathy

Resilience

Drive

Communication

Active listening

Persuasion

Education

RE5

NQF level 5

120 credits

Job description

Position: Financial Planner

Department: Sales

Reports to: Authorised Principal & Managing Director

Liaises with: Clients, Principal, Colleagues and relevant networks.

Contract timeframe: Permanent

Place of work: Hybrid, with main office in Westville.

HOURS OF WORK: Monday – Friday, 08h00 – 16h00.

OUR OFFER

• Up to 100% Commission-based structure, combined with unlimited earning potential.
• Vesting bonus for 24 months.
• Annual production bonus.
• Training allowance of R26 000 (once-off).
• Tech loan (up to R16 000).
• Benefits such as medical aid, Group Life pension, and more.
• Excellent support structure for growth & development (Marketing, Legal, Key Accounts Specialist, etc).
• Enrolment into Sanlam Academy for continuing learning and supported studies for industry related courses.
• A range of rewards & recognition to benefit from.

OUR REQUIREMENTS

• Minimum - Grade 12 or equivalent.
• 2 years’ industry experience.
• RE5
• NQF level 5, with 120 credits or other similar recognized qualifications.
• A valid unendorsed drivers’ license.

WHO WE ARE

• A team of specialized expert financial advisers.
• Our team has been in the industry for more than 5 years, with a combined financial advisory experience of over 50 years.
• We hold a “Business of the Year “Award earned in 2022 for our category within Sanlam.
• We are a one-stop shop for all financial advisory needs (personal and business)
• We are passionate about developing young talent into affluent, successful entrepreneurs within our industry.

WHO YOU ARE

As an ideal candidate for this role, you are a person with a unique blend of confidence, empathy, resilience and drive. You are goal oriented and motivated from within. Your ability to connect with other individuals and understand their needs comes naturally. Your confidence is grounded in deep belief in the value of your product, while you allow yourself to listen actively and respond meaningfully to your potential clients. You can persuade without being pushy at the same time building trust through authenticity and integrity.