Financial Planner
Financial Planner
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Salary Not Disclosed
1 Vacancy
Job Description
Financial Planner
Company Overview
A leading financial services provider is committed to empowering individuals by offering expert guidance and tailored financial solutions. The company provides a robust support system to ensure the success of financial planners.
Support & Benefits
What We Offer:
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Office Space & Infrastructure Fully equipped office facilities including internet email telephone and secure data storage.
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Administrative Support Assistance with new business finalization client services and client retention strategies.
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Business Development Support Access to business coaching client advice support and practice management assistance.
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Training & Development Technical and soft skills training support for industryrelated qualifications and ongoing professional development.
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Leads & Client Engagement Tools Access to an effective leads system mobile nurses for client medicals and sales consultants to assist with client projects and database segmentation.
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Product & Compliance Support Access to product specialists in risk savings investments private wealth and loyalty programs as well as compliance and legal advisory support.
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Marketing Support Assistance with branding and client outreach strategies.
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Financial Planning Tools Stateoftheart digital tools for financial planning and client portfolio management.
Compensation & Rewards:
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Competitive commission structure (up to 100
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Vesting bonuses for the first two years
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Performance bonuses 13th cheque in December)
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Training allowance of R26000 paid over the first three months
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Interestfree technology loan of R16000
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Membership in pension and group life schemes
Key Responsibilities
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Build and maintain strong client relationships through networking and prospecting.
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Conduct facetoface client meetings to assess financial needs and provide suitable financial solutions.
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Offer professional financial advice with a focus on client retention and longterm financial planning.
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Monitor client portfolios manage policy renewals and address unpaid premiums or cancellations.
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Apply risk management principles to maintain a profitable client portfolio.
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Utilize financial planning tools and industry knowledge to support clients effectively.
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Stay updated on market trends compliance requirements and product offerings.
Required Skills & Competencies
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Excellent communication and interpersonal skills.
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Strong networking and prospecting abilities.
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Clientcentric approach with a commitment to ethical conduct and professionalism.
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Salesdriven mindset with the ability to generate and convert leads.
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Proficiency in computers and technology for managing client portfolios.
Qualifications & Experience
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Matric qualification (essential).
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Degree or relevant industry qualifications (preferred).
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RE5 Certification (preferred but not required).
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Drivers license and access to a vehicle.
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Sales experience (essential).
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Financial industry experience (advantageous).
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Clear criminal and credit record.
If you are passionate about financial planning and want to build a successful career in a dynamic environment apply today to become a Financial Planner and help clients secure their financial future.
Employment Type
Full Time
