Financial Planner

Are you driven & professional with a talent for building relationships, a knack for business and a passion for helping others? As a Financial planning specialist, you'll play a pivotal role in assessing the financial needs of individuals and businesses, guiding them toward smart, tailored strategies that secure their future.

Do you want to move beyond paycheck-to-paycheck living and build lasting wealth for youself and your clients?

Full training and mentorship is provided.

What You’ll Do:

• Success in this role requires a proactive approach to building your client base—through strategic networking and active prospecting, you’ll cultivate meaningful relationships and create valuable opportunities.

• Ongoing client engagement through scheduled meetings

• Conduct in-depth financial analyses to provide expert guidance

• Empower clients to build and safeguard their financial security and wealth

• Support individuals in achieving financial milestones and maintaining strong portfolios

• Manage and grow your professional practice while fostering trust and credibility

• Drive sales performance to achieve business goals

• Stay ahead with industry trends, ensuring up-to-date accreditation and expertise

This role is not suited to someone looking for just a job. It’s designed for ambitious, entrepreneurial individuals who want to build their own business, create long-term value, and be financially rewarded for their effort and initiative.

• Tertiary qualification is highly preferable (Matric is essential).
• A minimum of three years’ full-time working experience in a client facing environment
• Previous experience in external / outbound sales is an advantage
• Own vehicle and valid driver's license is a non-negotiable requirement.
• Ability to network, prospect and build relationships
• Ability to work independently
• Clear credit and criminal record is needed
• Career driven person with strong entrepreneurial drive and excellent interpersonal skills

Please apply online OR email your CV to ***email_hidden***

* Shortlisted candidates will be contacted via email.