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