Explore the role:

Join our client, A diverse independent group offering Financial services in South Africa who are on the search for a successful Financial Planner to join their dynamic team!

In this role, you will provide expert financial advice in investment, tax, and insurance to clients. Build, nurture, and expand your client base and achieve sales targets.

Become a key player in their mission to deliver exceptional financial services across South Africa and beyond!

What’s in it for you?

• Competitive remuneration
• Join a team that values your development! - The company prioritizes continuing education and is committed to investing in your professional growth.
• An established company culture which values collaboration
• Flexible/ Hybrid working model
  

Required core competencies:

• Minimum of three years’ financial planning experience
• Has obtained the relevant qualifications (Certificate in Financial Planning / CFP)
• Regulatory examinations (RE5)
  

You’ll stand out if you have:

• A proven track record in successfully dealing with clients
• Driven to meet targets and deliver results
• Interested in building long-term relationships with clients through engagement
• A self-starter and driven by excellence
  

Excited to learn more? Apply online now!