Senior Financial Advisor

Confiar Bluestar; Durban; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A financial services company in Durban is seeking experienced Financial Planners to join their team. In this commission-based role, you'll build client relationships and provide expert advice. Ideal candidates should have at least a year of experience, a Matric or equivalent, and a valid driver's license. The position offers extensive benefits, including bonuses and continuous development opportunities.

Benefits

Lucrative commission structure

Vesting bonus

Training allowance

Interest-free tech loan

Bursaries for courses

Medical aid

Pension

Petrol allowance

Cell phone allowance

Qualifications

• Minimum 1 year experience as a Financial Planner.
• Educational background: Matric or equivalent.
• Ideally, credits on NQF Level 5 or a recognized qualification.
• Valid driver's license and access to your own vehicle.

Responsibilities

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

Job description

Job Overview

Co Director and Co Founder of Confiar BlueStar and Career Genie Join Our Team: Experienced Financial Planners Wanted. 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 challenge, we'd love to hear from you.

Compensation & Benefits

PLEASE NOTE THAT THIS IS A COMMISSION BASED JOB ONLY. Unlock Your Earning Potential. Lucrative Commission Structure: Our best‑in‑class commission structure rewards your hard work and dedication.

• Vesting Bonus: Earn a bonus over the first 24 months, providing a significant boost to your income.
• Training Allowance: Receive a training allowance for the first 2 months to ensure a smooth transition.
• Interest‑Free Tech Loan: Get the latest technology to enhance your productivity and client engagement.
• Continuous Growth and Development (Sanlam Academy): Access our renowned academy for ongoing training and development.
• Bursaries for Industry‑Relevant Courses: Enhance your skills and knowledge with our financial support.
• Personal Development and Business Opportunities: Develop your entrepreneurial spirit and build a successful practice.
• Recognition and Rewards – Annual Production Bonus: Earn incentives based on your performance.
• Comprehensive Benefits: Enjoy medical aid, pension, Group Life cover, and more.
• Rewards and Recognition Programs: Be acknowledged and celebrated for your achievements.
• Petrol Allowance: Receive a petrol allowance to help you stay on the move when you meet your targets.
• Cell Phone Allowance: Enjoy a cell phone allowance to support your business communications when you achieve your goals.

Responsibilities

Your Role as a Financial Planner at Sanlam. Responsibilities 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.

Qualifications & Requirements

Minimum 1 Year Experience as a Financial Planner.

• Educational Background: Matric or equivalent.
• Educational Credits: Ideally, 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.

Job Details

Seniority level: Mid‑Senior level. Employment type: Full‑time. Job function: Finance and Sales. #J-