Hybrid Financial Advisor – Durban | High Earnings & Support

May-San Financial Services; Durban; Hybrid; ZAR 270,000 - 330,000; Full time

Benefits offered by this job

Upfront commission

Monthly commission

Bonuses and incentives

Offshore/onshore conventions

Quarterly regional dinners

Flexible payout frequency

Paperless operations

Leads access

Work from anywhere

Office facilities & parking

Admin & specialist support

System trainers

Job summary

May-San Financial Services, an Old Mutual Agency franchise, is seeking an experienced Financial Advisor in Durban for a full-time hybrid role with some work-from-home flexibility. You will provide comprehensive financial planning services, assess client situations, and develop tailored plans to help clients reach financial goals.

Ideal candidates have CFP certification (preferred), CPD/RE5 readiness, a track record of insurance sales, and a license to drive.

Qualifications

• Proficiency in Financial Planning and Financial Advisory.
• Experience in Retirement, Risk & Investment Planning.
• Excellent analytical and problem-solving skills.
• Strong interpersonal and communication skills.
• Ability to work independently and in a team.
• CFP certification is a plus.

Responsibilities

• Provide comprehensive financial planning services.
• Assess clients' financial situations and needs.
• Develop tailored financial plans and strategies.
• Conduct financial analysis and risk assessment.
• Offer ongoing advice and support to help clients meet financial objectives.

Skills

Financial planning

Financial advisory

Retirement planning

Risk planning

Investment planning

Analytical skills

Interpersonal skills

Communication skills

Independent & team work

Insurance sales

Education

CFP Certification (preferred)

CPD points & RE5 requirement

NQF5 qualification in progress

Tools

Laptop

Own vehicle

Driver’s license

Job description

May-San Financial Services, an Old Mutual Agency franchise, is seeking an experienced Financial Advisor in Durban for a full-time hybrid role with some work-from-home flexibility. You will provide comprehensive financial planning services, assess client situations, and develop tailored plans to help clients reach financial goals.

Ideal candidates have CFP certification (preferred), CPD/RE5 readiness, a track record of insurance sales, and a license to drive.