Financial Planners (SA Nationally)

Our client, one of South Africa’s leading banking and insurance institutions is seeking financial planners who will partner with clients to build their wealth, protect their assets and achieve their dreams.

What our client needs is someone who can:

• Develop customised financial plans tailored to the client’s needs, including investments, retirement planning and insurance.
• Build and maintain long-term relationships with new and existing clients.
• Stay up to date with the financial markets, product offerings and regulatory requirements.
• Provide advice while ensuring full compliance with the Financial Advisory and Intermediary Services (FAIS) framework.
• Consistently achieve and exceed performance targets while prioritising clients’ needs.

What you will bring is:

• A relevant qualification in Financial Planning, Economics and/or similar (NQF level 5 or above preferred).
• FAIS accreditation and completed Regulatory Exam (RE5) certification.
• A passion for building meaningful relationships with clients.
• Excellent communication and interpersonal skills.
• Strong sales or business development experience (advantageous);
• Highly motivated with proven ability to meet and exceed targets.

What you will gain is as follows:

• Competitive commission-based structure (including recurring income potential, medical aid and death benefits, bursary programme and incentives).
• Access to cutting edge tools, training and development opportunities to enhance your career.
• Be part of an innovative inclusive and people centric organisation.

Forward your CV’s to recruitment@inthrs.com