Financial Planner (Training provided)

This role is based in Durban. Financial Planners assess the financial needs of individuals and businesses and provide appropriate solutions. If you are a driven individual, looking for a professional role that allows you to apply your flair for business and relationship building, this may the opportunity for you. Key Activities: Networking and prospecting to establish and maintain long-term client relationships Conduct detailed financial needs analysis and provide professional advice Create and protect the financial security and wealth of others Assist clients in achieving their financial goals and maintain and grow client portfolios Create and cultivate long-term client relationships and manage your professional practice Remain accredited and up to date with relevant market and industry related subjects Minimum Requirements: Tertiary qualification is preferable. A minimum of three years full-time working experience. Previous experience in the finance industry or a sales environment is an advantage. Own vehicle and valid driver's license is a non-negotiable requirement. Ability to network, prospect and build relationships Ability to work independently Clear credit and criminal record Career driven person with strong entrepreneurial drive and excellent interpersonal skills We Provide: Full training and mentorship Supportive environment to allow you to focus on providing excellent customer service and growing your business Excellent earning potential and large company benefits Professional, corporate environment and big company market presence, branding, advertising, IT and admin support, product specialists etc Continuous on-going In-house training and development Recognition - monthly and annual incentives and rewards Opportunities for career advancement and growth

Location: eThekwini, ZA

Posted Date: 4/22/2025