Financial Planner

Financial planner – Independent, fee-based practice | national with training in Secunda, MpumalangaJoin a forward-thinking, values-driven financial planning firm where innovation meets client-centric excellence. Our client is an independent, fee-based financial planning practice that believes in offering conflict-free, client-first advice—not product pushing. If you're looking to be part of a progressive firm that prioritises ethics, personal growth, and long-term client relationships, this opportunity is tailored for you.

Why join? | The value proposition

1. True independence
   Work for a company that represents clients—not corporate shareholders or product providers. Your advice will never be compromised by sales targets, ensuring integrity and long-term trust with clients.
2. Transparent, rewarding commission structure
   Once you have generated revenue equal to two times your cost to company, you’ll enjoy a 50/50 commission split on all earnings thereafter. This structure rewards commitment and performance, offering unlimited earning potential.
3. Culture of excellence
   Our client thrives on a core set of values: innovation, progressiveness, mutual respect, solution-driven thinking, and win-win relationships. You’ll be part of a team that values doing the right thing—not just the easy thing.
4. Professional growth and support
   Our client commits to growing its people through opportunities for internal promotion, skill development, and mentorship. You will receive full onboarding and a 6–9-month structured training period in Secunda to ensure you’re set up for long-term success.
5. Client-centric practice development
   As a financial planner, you will help clients achieve their lifestyle and financial goals through holistic advice, relationship building, and ongoing plan reviews—all within a business that supports you with a structured process, regulatory compliance, and potential support staff.

Position overview
Title: Financial planner
Industry: Financial services
Location: National (training in Secunda for 6–9 months)
Salary: R10,000 – R25,000 CTC per month, based on qualifications and experience
Plus: Lucrative commission as per above
Employment type: Permanent
 
Key responsibilities

• Conduct in-depth financial needs analyses
• Offer holistic financial planning tailored to individual clients
• Submit and issue new business
• Conduct regular reviews and plan updates
• Build client base through prospecting and referrals
• Ensure full regulatory and FAIS compliance

 
Ideal candidate profile

• Has completed the supervision period for required class of business categories

• Long-term insurance: Subcategory B1 - risk policies excluding investment (e.g. life cover, disability)
• Long-term insurance: Subcategory B2 - investment policies with no significant risk benefits -

• Retail pension benefits - Pension products offered to retail clients (e.g. preservation funds, retirement annuities)
• Holds a recognised qualification (120 credits minimum)
• RE5 certified
• Beneficial qualifications:
• Long-term insurance: Subcategory A - assistance policies (e.g. funeral policies)
• Long-term insurance: Subcategory B1-A - risk policies with simplified underwriting
• Pension fund benefits (excluding retail) - Institutional retirement fund advice or administration
• Short-term insurance: Personal lines - Insurance products for individuals (e.g. car, home)
• Short-Term Insurance: Commercial Lines - insurance for businesses (e.g. business property, fleet)
• Friendly society benefits - Products provided by friendly societies (mainly funeral cover and minor health benefits)
• Experience conducting FNAs and providing tailored financial solutions
• Strong interpersonal skills, ethical judgement, and business acumen
• Preferred competencies
  
  • Customer focus
  • Entrepreneurial & commercial thinking
  • Teamwork and relationship-building
  • High resilience under pressure
  • Analytical problem solving
  • Persuasive communication
   
  Are you a fit?
  This role is perfect for individuals who value ethical advisory, want to build a long-term, profitable career in financial planning, and thrive in a high-performance, people-first environment. Whether you're a seasoned planner or an ambitious rising professional, Our client offers a platform for you to grow your income, your skills, and your impact.

Posted on 27 Jun 09:00, Closing date 27 Jul