Financial Planner – Long-Term Insurance & Investments

About the role

Senwes is seeking a Financial Planner to deliver compliant, high‑quality advice to an existing client book, focusing on long‑term insurance and investment solutions. The role involves maintaining and growing client relationships, improving portfolio suitability, and driving retention, cross‑selling and new business while adhering to regulatory and internal standards.

Key responsibilities

• Manage and optimise an allocated client portfolio through structured engagements, client segmentation and accurate information maintenance.
• Provide holistic financial planning across long‑term insurance and investment products, following a structured advice process and delivering suitable, compliant recommendations.
• Maintain strong client relationships via regular reviews, proactive communication and timely query resolution, monitoring portfolio performance.
• Identify cross‑sell and upsell opportunities, expand the client base and deliver tailored financial solutions aligned to client life stages and goals.

Required profile

• RE5 qualification (Regulatory Examination) as required by the FSCA for Life and Investment business.
• Minimum 3–5 years of relevant experience in long‑term insurance and investment classes of business.