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Financial Planner / Advisor

MillennialNxt Pty Ltd

Durban

On-site

ZAR 200 000 - 300 000

Full time

6 days ago
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Job summary

A leading financial services group is seeking a Financial Advisor based in Umhlanga Ridge, KZN. The role offers uncapped earning potential through commissions and bonuses. Candidates should have a Matric qualification and sales experience, with a focus on client relationship building. Comprehensive training and support will be provided to help you thrive in the financial industry. Ready to take control of your career? Apply today.

Benefits

Full support & infrastructure
Comprehensive training
Performance bonus (13th cheque)
Training allowance of R26,000
Tech loan of R16,000
Pension fund & group life cover
Ongoing training via Sanlams Academy

Qualifications

  • Matric is essential; a degree is preferred.
  • Sales experience is essential; industry experience is preferred.
  • Valid driver’s license and own vehicle are required.

Responsibilities

  • Network, prospect, and generate leads.
  • Build long-term relationships with clients.
  • Provide tailored financial solutions based on client needs.
  • Manage client portfolios and ensure excellent service delivery.
  • Stay up to date with industry regulations and best practices.

Skills

Sales experience
Client relationship building
Lead generation

Education

Matric
Degree
Job description

Location: Umhlanga Ridge, KZN

Employment Type: Full-time

Earning Potential: Up to 100% commission + Bonuses

Are you passionate about helping people secure their financial future?

Join Our Client , a leading financial services group, and take the next step in your career as a Financial Advisor. We offer expert guidance, training, and a supportive environment to help you succeed in the financial industry.

What We Offer:
  • Full support & infrastructure: Office space, telephony services, administration, and compliance support
  • Comprehensive training: Industry-related qualifications, technical & soft skills development
  • Marketing & business coaching: Helping you build a strong client base
  • Access to a lead generation system: Maximizing your sales potential
  • Product & specialist support: Risk, investments, private wealth, and more
  • Compliance & legal assistance: Ensuring ethical and professional service
Remuneration & Benefits:
  • Up to 100% commission: Uncapped earning potential
  • Vesting bonuses: For the first 2 years
  • Performance bonus (13th cheque): Paid in December
  • Training allowance of R26,000: Paid over the first 3 months
  • Tech loan of R16,000: Interest-free
  • Pension fund & group life cover: Secure your future
  • Ongoing training via Sanlams Academy: Stay ahead in your career
What You'll Do:
  • Network, prospect, and generate leads
  • Build long-term relationships with clients
  • Provide tailored financial solutions based on client needs
  • Manage client portfolios and ensure excellent service delivery
  • Stay up to date with industry regulations and best practices
Requirements:
  • Matric (Essential) | Degree (Preferred)
  • Drivers license & own vehicle
  • Sales experience (Essential) | Industry experience (Preferred)
  • RE5 certification
  • Clear criminal & credit record
  • Minimum entry age : 23 years

Ready to take control of your career? Apply today and become part of a team that empowers individuals to achieve financial success.

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