Strategic Financial Planner: Risk, Investments & Estates

Neptune; Durban; Hybrid; ZAR 300,000 - 600,000; Full time

Benefits offered by this job

Hybrid work model

Commission-based earnings

Work tools provided (laptop, headset,

In-office days by agreement

Job summary

Neptune, Durban-based, is seeking a driven Financial Advisor to deliver professional financial services to clients and members. The role focuses on sourcing, retaining, and growing a client base by implementing PPS financial solutions aligned with client needs, with a strong emphasis on risk insurance and investments.

This is a tied agency, commission-based role from month 13, offering tools and a hybrid working arrangement near Umhlanga, with potential in-office days for remote areas in KwaZulu

Qualifications

• Qualified financial planner with 4-year or higher degree.
• Experience in servicing degreed professionals is preferred.
• Knowledge of PPS financial solutions is advantageous.

Responsibilities

• Source, retain and grow a membership and client base.
• Provide holistic financial planning, advice and sales in risk, savings, investments, wills, tax and estate planning.
• It is a tied agency role with lead generation.

Skills

Financial planning

Sales

Client relationship management

Lead generation

Education

4-year degree or higher

Job description

Neptune, Durban-based, is seeking a driven Financial Advisor to deliver professional financial services to clients and members. The role focuses on sourcing, retaining, and growing a client base by implementing PPS financial solutions aligned with client needs, with a strong emphasis on risk insurance and investments.

This is a tied agency, commission-based role from month 13, offering tools and a hybrid working arrangement near Umhlanga, with potential in-office days for remote areas in KwaZulu