Financial Planner

SUMMARY:
Financial Planner
Our client is recruiting for an experienced Financial Planner to work directly alongside the Director in delivering high-level financial advice to an established client base. This client-facing role focuses on strategic wealth planning, investment management, risk structuring, and long-term financial security. The successful candidate will be responsible for strengthening client relationships while delivering tailored financial and F&I solutions aligned to client goals. This position is based in Irene, Pretoria and requires regular travel to meet clients at their preferred locations.

POSITION INFO:
Minimum Requirements

• Minimum 3–5 years’ experience as a Financial Planner within a regulated financial services environment.
• Proven F&I advisory experience, including structuring insurance and investment portfolios.
• Relevant qualification in Financial Planning, Wealth Management, or related field.
• RE1 and RE5 certifications (advantageous).
• Strong knowledge of:
• Investment strategies and portfolio construction
• Life and risk insurance products
• Retirement and estate planning
• Wealth creation and preservation strategies
• Demonstrated track record of delivering high-level financial advice.
• Computer literacy: Microsoft Office Suite and CRM systems.
• Valid Driver’s License and own reliable vehicle (essential due to role’s travel requirements).
• Excellent communication, presentation, and client engagement skills.
• Strong analytical and problem-solving capabilities.

• Partner with the Director to deliver comprehensive financial planning services.
• Conduct detailed financial needs analyses and risk assessments.
• Develop and present customised financial and F&I solutions.
• Advise clients on investment strategies, insurance structuring, risk mitigation, and wealth accumulation.
• Prepare and present financial proposals and portfolio review reports.
• Ensure compliance with FAIS regulations and company policies.
• Maintain and grow long-term client relationships through ongoing reviews and proactive service.
• Liaise with product providers, insurers, and strategic partners.
• Travel extensively to conduct client consultations and reviews.