Financial Planner - Port Elizabeth

Recruiter

Headhunters

Job Ref

PE003647/MT

Date posted

Tuesday, July 14, 2026

Location

Port Elizabeth, South Africa

Salary

Monthly

SUMMARY

Our client in the Financial industry is seeking to employ a Financial Planner to join their team based in Port Elizabeth.

POSITION INFO

Requirements: A tertiary qualification is non-negotiable. Experience in Financial Planning. Proven ability to generate new business and expand a client portfolio. Excellent communication and interpersonal skills. Fully bilingual. Own reliable transport and a valid driver's licence. Responsibilities: Acquire new clients and grow the brokerage's client base. Market and promote the brokerage's financial planning products. Build and maintain strong relationships with new and existing clients. Generate new business through networking, referrals, and professional relationship building. Identify client needs and provide appropriate financial solutions. Ensure compliance with all relevant legislation and industry regulations, including FAIS, FICA, and other applicable requirements. Maintain high standards of professionalism and customer service. Please note that if you do not receive a response within 2 weeks of your application, your application has been unsuccessful.