Hiring Financial Planners

Confiar BlueStar; Durban; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A reputable financial services firm in Durban is seeking experienced Financial Planners to join their team. The role involves building a client base and providing expert financial advice while leveraging a commission structure. Candidates should have at least 1 year of experience, a matric certificate, and a valid driver's license. This opportunity offers significant support and development for motivated professionals.

Benefits

Lucrative earning potential

Vesting bonus

Comprehensive benefits

Annual production bonus

Robust support system

Qualifications

• At least 1 year of experience as a Financial Planner.
• Valid driver's license and own vehicle.

Responsibilities

• Build and manage a client base.
• Provide expert financial advice.
• Develop a profitable practice.

Skills

Commission mindset

Prospecting and networking

Financial needs analysis

Exceptional service delivery

Self-improvement desire

Education

Matric or equivalent

120 credits on NQF Level 5

RE Certificate

Job description

Overview

Join Our Team: Experienced Financial Planners Wanted - KZN and Gauteng! - Please read the full value Proposition

We are expanding and seeking experienced Financial Planners to join our dynamic team. If you're a motivated and results-driven professional looking for a new opportunity, we'd love to hear from you.

What We Offer

• Lucrative Earning Potential
• Vesting Bonus: A bonus program for the first 24 months
• Full admin support
• Annual Production Bonus: Incentives based on performance
• Comprehensive Benefits: Medical aid, pension, Group Life cover, and more
• Robust Support System: Access to Key Accounts Specialists, Advice and Legal Specialists, Marketing support, continuous training with bursaries for industry-relevant courses
• Rewards and Recognition: Various programs to acknowledge and celebrate your achievements
• Personal development and business opportunities to develop Financial Planners

Your Role

As a Financial Planner at Confiar Bluestar, your responsibilities will include:

• Building and Managing a Client Base: Establish and maintain relationships with clients
• Professional Advice: Provide expert financial advice to clients
• Profitable Practice Building: Develop and maintain a profitable practice

Key Success Factors

To excel in this role, you should possess the following attributes and skills:

• A Commission Mindset: Ability to leverage commission-based remuneration
• Prospecting and Networking: Skills in networking, prospecting, and lead generation
• Capability to structure and implement focused campaigns
• Proficiency in conducting financial needs analysis using relevant tools
• Providing sound personal financial planning advice
• Commitment to delivering exceptional, value-added service
• Desire for ongoing self-improvement

Qualifications and Requirements

To be considered for this role, applicants should have:

• A minimum of 1 year of experience as a Financial Planner
• Educational Background: Matric or equivalent
• RE Certificate/Optional
• Ideally, 120 credits on NQF Level 5 or a recognized qualification
• Driver's License and Own Vehicle: A valid driver's license and access to your own vehicle
• PLEASE NOTE THAT THIS IS A COMMISSION EARNING JOB

Feel free to email your detailed cv to [e-mail]

Confiar Bluestar

"Our Name Means Trust"

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