Financial Planner: Lucrative Commissions + Full Admin Support

Confiar BlueStar; Durban; On-site; ZAR 220,000 - 360,000; Full time

Benefits offered by this job

Lucrative earnings

Vesting bonus

Admin support

Annual production bonus

Comprehensive benefits

Support system

Rewards program

Career development

Job summary

Confiar Bluestar in Durban seeks an experienced Financial Planner to build and manage a client base, provide professional financial advice, and grow a profitable practice. The role is commission earning with strong support and development opportunities.

You should have a minimum of 1 year in financial planning, matric or equivalent, and a driver’s license. RE Certificate is optional; 120 credits on NQF Level 5 or equivalent preferred.

Qualifications

• Minimum 1 year experience as a Financial Planner.
• Educational background: Matric or equivalent.
• RE Certificate/Optional.
• Ideally 120 credits on NQF Level 5 or a recognized qualification.

Responsibilities

• Build and manage a client base by establishing and maintaining relationships.
• Provide professional financial advice to clients.
• Develop and maintain a profitable practice.

Skills

Commission mindset

Prospecting & networking

Campaign structuring

Financial needs analysis

Financial planning advice

Client relationship

Self-improvement

Education

Matric or equivalent

RE Certificate (optional)

120 credits on NQF Level 5 or equivalent

Job description

Confiar Bluestar in Durban seeks an experienced Financial Planner to build and manage a client base, provide professional financial advice, and grow a profitable practice. The role is commission earning with strong support and development opportunities.

You should have a minimum of 1 year in financial planning, matric or equivalent, and a driver’s license. RE Certificate is optional; 120 credits on NQF Level 5 or equivalent preferred.