Wealth Planner (Advice & Sales)

Success in this role isn't determined by where you've been—it's driven by your ambition, resilience, and willingness to grow. We're looking for motivated individuals with strong interpersonal skills, a commercial mindset, and the determination to build a successful career.

You'll receive industry-leading training, ongoing mentorship, and the support needed to develop into a trusted financial professional within a respected corporate environment. If you're energised by building relationships, achieving goals, and creating your own success, we'd love to hear from you.

This is a client-facing, sales-driven role where your success will be built on your ability to network, prospect, generate new business opportunities, and develop lasting relationships with clients.

• Networking and prospecting to establish and maintain long-term client relationships (generate new business via various methods of prospecting and referrals)
• Attend meetings with clients, both in-person and virtual
• Conduct detailed financial needs analysis and provide professional advice
• Create and protect the financial security and wealth of others
• Assist clients in achieving their financial goals and maintain and grow client portfolios
• Assist with queries and complaints
• Do regular client reviews
• Remain accredited and up to date with relevant market and industry related subjects

This role falls under the Financial Advisory and Intermediary Services (FAIS) Act

• Tertiary qualification is preferred (Matric essential)
• Previous experience in an external sales environment is a very strong advantage.
• At least three years full time working experience
• Ability to network, prospect, negotiate and build relationships
• Ability to work independently but as part of a larger team
• Clear credit and criminal record is a requirement
• Vehicle and driver's license (non-negotiable)
• Own reliable laptop required
• Career driven person with determination and excellent interpersonal skills.

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

*Shortlisted candidates will be contacted via email, so keep an eye on your inbox.