Financial Planner

Recruiter:

Micah Govender Developments

Job Ref:

NB-FP-JHB

Date posted:

Wednesday, March 27, 2024

Location:

Johannesburg, South Africa

Salary:

Commission + Incentives + Allowances

SUMMARY:
Financial Advisor

POSITION INFO:

Company is looking for experienced life and investment financial advisors to be based in Durban.

Company offers the following:

Provision of office space and full infrastructure for financial advisors
Full suite of administration services, i.e. new business finalisation, client services and client retention mechanisms
Telephony services, i.e. internet, email, telephone, voice logging, Secure storage of data, full suite of Microsoft access
Access to business coaching and client advice support
Assistance with practice management
Training support, i.e. technical and soft skills training
Access to an effective lead generation systems and training
Support with succession planning
Support with unlocking of equity from adviser practices

Requirements:

Matric or NQF4 equivalent certification (Essential)
Tertiary Certificate and or Degree (Essential)
Financial qualification and or RE5 accredited (Beneficial)
Driver’s license with own vehicle (Essential)
Sales Experience and Skills (Essential)
1 year financial industry experience (Beneficial)
Latest 6 Months commissions statements (Beneficial)

Remuneration and benefits:

100% commission
Office, Telephone, and IT support
Joint Calls with experienced advisors
Full Admin Support
Paraplanner (for highly productive advisers)
Dialler
Leads
Promotion Days
Marketing support
Compliance
Dedicated BC
Specialist support
Internal Product Training
External Training Support/Coaching
PI Cover

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