Join Our Team : Experienced Financial Planners Wanted - KZN and Gauteng!
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 opportunity, we'd love to hear from you.
What We Offer :
- Lucrative Earning Potential
- Vesting Bonus : A bonus program for the first 24 months
- Full admin support
- Annual Production Bonus : Incentives based on performance
- Comprehensive Benefits : Medical aid, pension, Group Life cover, and more
- Robust Support System : Access to Key Accounts Specialists, Advice and Legal Specialists, Marketing support, continuous training with bursaries for industry-relevant courses
- Rewards and Recognition : Various programs to acknowledge and celebrate your achievements
- Personal development and business opportunities to develop Financial Planners
Your Role :
Building and Managing a Client Base : Establish and maintain relationships with clientsProfessional Advice : Provide expert financial advice to clientsProfitable Practice Building : Develop and maintain a profitable practiceKey Success Factors :
A Commission Mindset : Ability to leverage commission-based remunerationProspecting and Networking : Skills in networking, prospecting, and lead generationCapability to structure and implement focused campaignsProficiency in conducting financial needs analysis using relevant toolsProviding sound personal financial planning adviceCommitment to delivering exceptional, value-added serviceDesire for ongoing self-improvementQualifications and Requirements :
A minimum of 1 year of experience as a Financial PlannerEducational Background : Matric or equivalentRE Certificate / OptionalIdeally, 120 credits on NQF Level 5 or a recognized qualificationDriver's License and Own Vehicle : A valid driver's license and access to your own vehiclePLEASE NOTE THAT THIS IS A COMMISSION EARNING JOB
Feel free to email your detailed cv to
Confiar Bluestar
"Our Name Means Trust"
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