Financial Planner

Catch Recruit; Umhlanga Rocks; On-site; ZAR 420,000 - 660,000; Full time

Job summary

Catch Recruit is seeking experienced financial advisors in KwaZulu-Natal to provide holistic financial planning and investment advice to medical practitioners nationwide. The role focuses on shaping the future of a niche client base by identifying new opportunities and building strong client relationships through personalized guidance.

Ideal candidates have deep knowledge of financial planning, investments, and regulatory requirements, with 3-5 years in sales and a valid driver’s license to

Qualifications

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

Responsibilities

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

Skills

Sales experience

Financial planning

Education

NQF5

RE5

Class of Business Long Term Insurance

Job description

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:

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

Qualifications:

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