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Financial Planner Port Elizabeth
Job Location:
Job Location:
Port Elizabeth - South Africa
Monthly Salary:
Not provided by the employer
Monthly Salary:
Posted:
15 July 2026 (30+ days ago)
Posted:
Application Deadline:
12 October 2026
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
Our client in the Financial industry is seeking to employ a Financial Planner to join their team based in Port Elizabeth.
Requirements:
- A tertiary qualification is non-negotiable.
- Experience in Financial Planning.
- Proven ability to generate new business and expand a client portfolio.
- Excellent communication and interpersonal skills.
- Fully bilingual.
- Own reliable transport and a valid drivers licence.
Responsibilities:
- Acquire new clients and grow the brokerages client base.
- Market and promote the brokerages financial planning products.
- Build and maintain strong relationships with new and existing clients.
- Generate new business through networking referrals and professional relationship building.
- Identify client needs and provide appropriate financial solutions.
- Ensure compliance with all relevant legislation and industry regulations including FAIS FICA and other applicable requirements.
- Maintain high standards of professionalism and customer service.
About Company
Headhunters is the Eastern Cape’s premier, boutique style recruitment agency. Whether you’re an employer, looking for that perfect person for your team, or that person, looking for the perfect job to ignite your passion. South Africa and beyond
