Financial Planner

Senwes Ltd.; Klerksdorp; On-site; ZAR 420,000 - 660,000; Full time

Job summary

Senwes Ltd. seeks a Financial Planner to provide compliant, high-quality financial advice to an existing client portfolio, specialising in long-term insurance (risk cover) and investment solutions.

You will build and maintain strong client relationships, enhance portfolio suitability, and grow the book through retention, cross-selling, and new business, while meeting regulatory and internal quality standards.

Qualifications

• Proven ability to translate client needs into compliant financial recommendations.
• Strong client communication and relationship-building skills.
• Knowledge of long-term insurance and investment product landscape.

Responsibilities

• Manage and optimise an allocated client portfolio by segmenting clients based on value and needs, keeping information accurate.
• Provide holistic financial planning across long-term insurance and investment solutions with compliant recommendations.
• Maintain ongoing client relationships through regular reviews and proactive communication while monitoring portfolio performance.
• Identify cross-sell and upsell opportunities to grow the client base.

Skills

Financial planning

Regulatory compliance

Client relationship mgmt

Investment solutions

Insurance products

Job description

Senwes is looking for a Financial Planner to provide compliant, high-quality financial advice to an existing client portfolio, specialising in long-term insurance (risk cover) and investment solutions. Build and maintain strong client relationships, enhance portfolio suitability and outcomes, and grow the book through retention, cross-selling, and new business - while meeting all regulatory and internal quality standards.

Key Duties and Responsibilities

• Manage and optimise an allocated client portfolio by conducting structured engagements, segmenting clients based on value and needs, and ensuring all client information is accurate, up to date, and aligned to service expectations.
• Provide holistic financial planning services across long-term insurance and investment solutions by following a structured advice process, identifying client needs, and delivering suitable, compliant recommendations to both internal and external clients.
• Maintain strong, ongoing client relationships through regular reviews, proactive communication, and timely resolution of queries, while monitoring portfolio performance and implementing strategies to improve client satisfaction and retention.
• Drive new business opportunities and maximise shareholder value by identifying cross-sell and upsell opportunities, expanding the client base, and delivering tailored financial solutions aligned to different life stages and client goals.