Financial Planner

Catch Recruit; Gauteng; Presencial; ZAR 240.000 - 540.000; Jornada completa

Descripción de la vacante

Catch Recruit is seeking an experienced financial advisor to join our independent brokerage, delivering holistic financial planning and investment guidance to medical practitioners across South Africa. You will identify new opportunities, build client relationships, and tailor advice to individual goals and risk tolerance.

The ideal candidate has 3–5 years in financial services, holds NQF5/RE5 and Class of Business Long Term Insurance, and holds a valid driver’s license with own vehicle.

Formación

• 3–5 years of experience in sales within financial services.
• Must hold NQF5, RE5, and Class of Business Long Term Insurance.
• Valid driver’s license and own vehicle.
• Clear criminal and credit check.

Responsabilidades

• Identify new business opportunities with current and prospective clients.
• Provide customized financial planning and investment advice based on goals and risk tolerance.
• Develop understanding of financial products, investment strategies, tax laws, and regulations.
• Analyze client portfolios and make recommendations to optimize financial objectives.
• Assist clients with applications, medical exams, and underwriting documentation.
• Monitor and review portfolios to ensure relevance and efficiency.
• Engage in face-to-face meetings and promote brand awareness across departments.

Conocimientos

Financial planning

Investment advisory

Client relationship management

Sales

Educación

NQF5, RE5, Class of Business Long Term Insurance

CFP candidates preferred

Descripción del empleo

About the company:

We are an independent, specialist brokerage. We offer financial planning, asset management, short-term insurance, tax, and estate planning to medical practitioners nationally.

About the role:

We are seeking suitably experienced financial advisors who are self-motivated, dynamic and who share a passion for service excellence to join our growing team. The role is about shaping the future of our niche client base and assisting them to achieve their financial goals by providing them with holistic financial advice which encourages their financial freedom. The ideal candidate should have a deep understanding of financial planning and investments. The successful candidate will be responsible for identifying new business opportunities within our existing and new client base, as well as building and maintaining good relationships with our clients and providing them with the best financial advice.

Responsibilities:

1. Responsible for identifying new business.
2. Provide customized financial planning and investment advice to existing and new clients based on their individual goals, risk tolerance, and financial situation.
3. Develop and maintain a comprehensive understanding of financial products, investment strategies, tax laws, and regulatory requirements.
4. Analyze financial data, review clients' investment portfolios, and make recommendations to optimize their financial objectives.
5. Assist clients in completing applications, medical examinations, and all other documentation required for insurance underwriting.
6. Continuously monitor and review client portfolios to ensure policies remain relevant, efficient, and aligned with their evolving needs.
7. Face to face meetings and brand awareness – with regards to our Tax Department, Billing Department, Short Term Department, Fiduciary etc.

Qualifications:

1. Minimum requirements: NQF5, RE5, Class of Business Long Term Insurance (Non-negotiable) CFP candidates preferred
2. Minimum of 3-5 years experience (preferably in sales)
3. Valid driver’s license and own vehicle (Non-negotiable)
4. Clear criminal and credit check