Financial Planner

Company Overview

A leading financial services provider is committed to empowering individuals by offering expert guidance and tailored financial solutions. The company provides a robust support system to ensure the success of financial planners.

Support & Benefits

What We Offer:

• Office Space & Infrastructure Fully equipped office facilities, including internet, email, telephone, and secure data storage.

• Administrative Support Assistance with new business finalization, client services, and client retention strategies.

• Business Development Support Access to business coaching, client advice support, and practice management assistance.

• Training & Development Technical and soft skills training, support for industry-related qualifications, and ongoing professional development.

• Leads & Client Engagement Tools Access to an effective leads system, mobile nurses for client medicals, and sales consultants to assist with client projects and database segmentation.

• Product & Compliance Support Access to product specialists in risk, savings, investments, private wealth, and loyalty programs, as well as compliance and legal advisory support.

• Marketing Support Assistance with branding and client outreach strategies.

• Financial Planning Tools State-of-the-art digital tools for financial planning and client portfolio management.

Compensation & Rewards:

• Competitive commission structure (up to 100%)

• Vesting bonuses for the first two years

• Performance bonuses (13th cheque in December)

• Training allowance of R26,000, paid over the first three months

• Interest-free technology loan of R16,000

• Membership in pension and group life schemes

Key Responsibilities

• Build and maintain strong client relationships through networking and prospecting.

• Conduct face-to-face client meetings to assess financial needs and provide suitable financial solutions.

• Offer professional financial advice with a focus on client retention and long-term financial planning.

• Monitor client portfolios, manage policy renewals, and address unpaid premiums or cancellations.

• Apply risk management principles to maintain a profitable client portfolio.

• Utilize financial planning tools and industry knowledge to support clients effectively.

• Stay updated on market trends, compliance requirements, and product offerings.

Required Skills & Competencies

• Excellent communication and interpersonal skills.

• Strong networking and prospecting abilities.

• Client-centric approach with a commitment to ethical conduct and professionalism.

• Sales-driven mindset with the ability to generate and convert leads.

• Proficiency in computers and technology for managing client portfolios.

Qualifications & Experience

• Matric qualification (essential).

• Degree or relevant industry qualifications (preferred).

• RE5 Certification (preferred but not required).

• Drivers license and access to a vehicle.

• Sales experience (essential).

• Financial industry experience (advantageous).

• Clear criminal and credit record.

If you are passionate about financial planning and want to build a successful career in a dynamic environment, apply today to become a Financial Planner and help clients secure their financial future.