Life & Investment Financial Planner

SUMMARY:
Our client, A well-established and accredited financial advisory franchise, aligned with one of South Africa’s leading financial services institutions, is expanding its footprint in KwaZulu-Natal and is seeking Life & Investment Financial Planners to join its growing team.

POSITION INFO:

Key Responsibilities

• Establish and maintain long-term, trusted relationships with clients

• Deliver comprehensive, holistic financial planning solutions

• Identify client needs and recommend appropriate life, investment, and wealth solutions

• Provide consistent, high-quality client service with regular client engagement

• Build and grow a sustainable client portfolio over time

Remuneration & Benefits

• Training allowance payable for the first two months

• 80/20 commission split

• Excellent monthly bonuses for the first two years

• December performance bonus (13th cheque)

• Initial and ongoing professional training through a leading financial academy

• Interest-free technology loans

• Membership of Pension Fund and Group Life Schemes

• Support with required industry qualifications (RE & Wealth Management)

• Access to mobile nurses for client medicals

• Sales, marketing, and product specialist support

• Full compliance support

• Access to legal advisers

• Advanced financial planning tools

Minimum Requirements

• Grade 12 or equivalent

• RE5 qualification required if you have more than 18 months’ industry experience

• Proven sales experience (financial services sales preferred)

• FAIS credits or currently working toward a recognised Wealth Management qualification will be a strong advantage

• Valid driver’s licence and own vehicle (essential)

Ideal Candidate Profile

• Entrepreneurial mindset with strong relationship-building ability

• Target-driven and self-motivated

• Professional, ethical, and client-centric

• Passionate about long-term wealth creation and financial advice

Why Consider This Opportunity?

This role offers the chance to build a professional financial planning career with the support, credibility, and infrastructure of a major financial services group—without sacrificing independence or earning potential.