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Financial Planner
Financial PlannerTalentlink360 • pietermaritzburg, KwaZulu-Natal, South Africa
Financial Planner

Financial Planner

Talentlink360 • pietermaritzburg, KwaZulu-Natal, South Africa
30+ days ago
Job description


SUMMARY:
Our client, A well-established and accredited financial advisory franchise, aligned with one of South Africa’s leading financial services institutions, is expanding its footprint in KwaZulu-Natal and is seeking Life & Investment Financial Planners to join its growing team.

POSITION INFO:

Key Responsibilities

  • Establish and maintain long-term, trusted relationships with clients

  • Deliver comprehensive, holistic financial planning solutions

  • Identify client needs and recommend appropriate life, investment, and wealth solutions

  • Provide consistent, high-quality client service with regular client engagement

  • Build and grow a sustainable client portfolio over time

Remuneration & Benefits

  • Training allowance payable for the first two months

  • 80/20 commission split

  • Excellent monthly bonuses for the first two years

  • December performance bonus (13th cheque)

  • Initial and ongoing professional training through a leading financial academy

  • Interest-free technology loans

  • Membership of Pension Fund and Group Life Schemes

  • Support with required industry qualifications (RE & Wealth Management)

  • Access to mobile nurses for client medicals

  • Sales, marketing, and product specialist support

  • Full compliance support

  • Access to legal advisers

  • Advanced financial planning tools

Minimum Requirements

  • Grade 12 or equivalent

  • RE5 qualification required if you have more than 18 months’ industry experience

  • Proven sales experience (financial services sales preferred)

  • FAIS credits or currently working toward a recognised Wealth Management qualification will be a strong advantage

  • Valid driver’s licence and own vehicle (essential)

Ideal Candidate Profile

  • Entrepreneurial mindset with strong relationship-building ability

  • Target-driven and self-motivated

  • Professional, ethical, and client-centric

  • Passionate about long-term wealth creation and financial advice

Why Consider This Opportunity?

This role offers the chance to build a professional financial planning career with the support, credibility, and infrastructure of a major financial services group—without sacrificing independence or earning potential.



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Financial Planner • pietermaritzburg, KwaZulu-Natal, South Africa

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