Financial Planner (Training provided)

Are you a motivated sales professional who thrives on building relationships and achieving results?

This is an exciting opportunity to enter the world of financial services — no prior industry experience required.

We’re looking for ambitious, business-minded individuals with a proven sales drive and a hunger to succeed. You’ll receive extensive training, upskilling, and study opportunities to develop into a licensed Financial Planner.

What’s on offer

• Uncapped earning potential

• Comprehensive training, mentoring, and professional development

• Financial qualifications fully supported by the company

• Clear growth path within a large national financial services brand

• A professional, client-focused career in the corporate financial services industry

Key Activities

• Networking and prospecting to establish and maintain long-term client relationships ( generate new business via various methods of prospecting and referrals)
• Attend meetings with clients, both in-person and virtual
• Conduct detailed financial needs analysis and provide professional advice
• Create and protect the financial security and wealth of others
• Assist clients in achieving their financial goals and maintain and grow client portfolios
• Assist with queries and complaints
• Do regular client reviews
• Remain accredited and up to date with relevant market and industry related subjects

We’re looking for

• Strong sales background or target-driven mindset

• Self-motivated, disciplined, and ambitious

• Confident communicator with a client-centric approach

• Tertiary qualification is beneficial, Matric is essential

• Own car & license - non-negotiable (you’ll meet clients by appointment)

• Clear credit and criminal record (essential)
• Laptop

If you’re ready to turn your sales skills into a long-term, rewarding career in finance — and you’re driven by success and results — we’d love to hear from you.

Please apply online OR email your latest CV to Sign in to view email

*Shortlisted candidates will be contacted via email, kindly keep an eye on your inbox