Senior Financial Planner

90 degrees South (Pty) Ltd; Gqeberha; On-site; ZAR 360,000 - 720,000; Full time

Benefits offered by this job

Unlimited earning potential

Flexible working environment

Cutting-edge tools and systems

Ongoing training and development

Job summary

Standard Bank Financial Consultancy is seeking ambitious, client‑centric Financial Planners who are passionate about helping customers achieve financial stability and long‑term wealth. This is an excellent opportunity for professionals who thrive in a performance‑driven environment and enjoy the flexibility of managing their own schedule.

As a Financial Planner, you will provide comprehensive financial advice to clients while driving new business and servicing existing relationships.

Qualifications

• FAIS-aligned NQF5 qualification.
• RE5 certification.
• Minimum 2 years’ experience in financial planning, financial advisory, wealth management, or related financial services.
• Proven ability to generate new business and meet targets.
• Strong communication and interpersonal skills.
• Valid driver’s licence and reliable transport (advantage).

Responsibilities

• Provide clients with holistic financial planning solutions across investment, risk, and savings products.
• Build and maintain long-term relationships with new and existing clients.
• Conduct financial needs analyses and recommend appropriate products.
• Manage your sales pipeline and achieve set revenue targets.
• Maintain compliance with regulatory requirements and internal policies.
• Attend ongoing training, workshops, and coaching sessions.
• Proactively source new business opportunities within your market.

Skills

Financial planning

Client communication

Interpersonal skills

Sales-oriented

Education

FAIS-aligned NQF5 qualification

RE5 certification

Job description

Job description

About the Role

Standard Bank Financial Consultancy is seeking ambitious, client‑centric Financial Planners who are passionate about helping customers achieve financial stability and long-term wealth. This is an excellent opportunity for professionals who thrive in a performance-driven environment and enjoy the flexibility of managing their own schedule.

As a Financial Planner, you will provide comprehensive financial advice to clients while driving new business and servicing existing relationships. You will have access to industry‑leading tools, ongoing training, and a supportive network to help you build a sustainable and highly rewarding career.

Key Responsibilities

• Provide clients with holistic financial planning solutions across investment, risk, and savings products
• Build and maintain long‑term relationships with new and existing clients
• Conduct financial needs analyses and recommend appropriate products
• Manage your sales pipeline and achieve set revenue targets
• Maintain compliance with regulatory requirements and internal policies
• Attend ongoing training, workshops, and coaching sessions
• Proactively source new business opportunities within your market

Minimum Requirements

To be considered, you must meet the following:

• FAIS-aligned NQF5 qualification
• RE5 certification
• Minimum 2 years’ experience in financial planning, financial advisory, wealth management, or related financial services
• Proven ability to generate new business and meet targets
• Strong communication and interpersonal skills
• Valid driver’s licence and reliable transport (advantage)

What We Offer

• Unlimited earning potential (100% commission-based)
• Flexible working environment – manage your own schedule
• Access to cutting‑edge tools, systems, and support
• Ongoing training and development through our leading learning academy
• Opportunity to build and grow your own client book with a trusted South African financial brand

Ready to elevate your career?

We look forward to connecting with passionate professionals who are ready to grow, excel, and shape your future with us!