Financial Planner – Training Provided

About the role

We are seeking motivated individuals to join our professional financial planning team. This position offers performance‑based earnings where your effort directly influences your income and career growth.

Key responsibilities

• Build and manage your own client portfolio.
• Provide professional advice on investments, risk, and wealth solutions.
• Conduct needs analyses and deliver tailored financial plans.
• Develop new business through networking, referrals, and prospecting.
• Maintain long‑term trusted relationships with clients.
• Stay accredited and up to date with industry regulations.

Required profile

• Own vehicle and a valid driver’s licence (non‑negotiable).
• Clear credit and criminal record.
• Matric qualification essential; tertiary qualification preferred.
• Strong communication and people skills.
• Sales, consulting, or entrepreneurial mindset.
• Self‑motivation, resilience, and professional attitude.
• Willingness to work towards industry requirements (FAIS).

Required skills

• Excellent verbal and written communication.
• Ability to analyse client needs and propose suitable solutions.
• Networking and relationship‑building capabilities.

What we offer

• Comprehensive training to become a qualified financial planner.
• Performance‑based compensation structure.
• Opportunity to build a long‑term career within a reputable banking group.