Financial Planner
| Remuneration: | R10000 - R25000 per month |
| Location: | Trichardt |
| Reference: | #PTA000087/Candi |
| Company: | Finding Personnel |
Why join? | The value proposition
- 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. - 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. - 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. - 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. - 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