Senior Financial Advisor

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

Job summary

A dynamic financial services company in Durban seeks experienced Financial Planners for a commission-based role. You will build client relationships, provide expert financial advice, and develop a profitable practice. Enjoy a range of support, including full admin assistance and a lucrative commission structure.

Benefits

Lucrative Commission Structure

Vesting Bonus

Full Admin Support

Training Allowance

Interest-Free Tech Loan

Bursaries for Industry-Relevant Courses

Annual Production Bonus

Comprehensive Benefits

Petrol Allowance

Cell Phone Allowance

Qualifications

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

Responsibilities

• Building and managing a client base.
• Providing professional financial advice to clients.
• Developing and maintaining a profitable practice.

Skills

Client Relationship Management

Financial Advice

Entrepreneurial Spirit

Education

Matric or equivalent

Credits on NQF Level 5 or a recognized qualification

Job description

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.

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.

Support for Success

• Full Admin Support: Our dedicated team handles administrative tasks, freeing you to focus on high-value activities.
• 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.

Your Role as a Financial Planner

• 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 and Requirements

• Minimum 1 Year Experience: A minimum of 1 year of 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.

Additional Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance and Sales

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