Irene: Financial Planner posted by Marvel Placement Consultant

March 2, 2026 Jobs in Gauteng

Marvel Placement Consultant

Gauteng

Insurance Management

Job Description

Minimum Requirements

Minimum 3–5 years’ experience as a Financial Planner within a regulated financial services environment.
Proven F&I advisory experience, including structuring insurance and investment portfolios.
Relevant qualification in Financial Planning, Wealth Management, or related field.
RE1 and RE5 certifications (advantageous).
Strong knowledge of:

Investment strategies and portfolio construction
Life and risk insurance products
Retirement and estate planning
Wealth creation and preservation strategies

Demonstrated track record of delivering high-level financial advice.
Computer literacy: Microsoft Office Suite and CRM systems.
Valid Driver’s License and own reliable vehicle (essential due to role’s travel requirements).
Excellent communication, presentation, and client engagement skills.
Strong analytical and problem-solving capabilities.

Roles and Responsibilities

Partner with the Director to deliver comprehensive financial planning services.
Conduct detailed financial needs analyses and risk assessments.
Develop and present customised financial and F&I solutions.
Advise clients on investment strategies, insurance structuring, risk mitigation, and wealth accumulation.
Prepare and present financial proposals and portfolio review reports.
Ensure compliance with FAIS regulations and company policies.
Maintain and grow long-term client relationships through ongoing reviews and proactive service.
Liaise with product providers, insurers, and strategic partners.
Travel extensively to conduct client consultations and reviews.

Closing Date:
Submissions for this vacancy will close on 27 February 2026, however you will still have the opportunity to submit your CV for this position till 21 March 2026.

Please Note:
Thank you for submitting your CV to Marvel Placement Consultants. We value your submission, and we try our utmost best to get back to each applicant. However, should your application be successful, we will be in contact with you. Should you not hear from us within two weeks of application, please consider your application unsuccessful. We are, however, recruitment specialists and will keep your details on our database for possible future opportunities.

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PoPI Act:
Please note that Marvel Placement Consultants adhere to the POPI Act (Act No. 4 of 2013: Protection of Personal Information Act, 2013). Section 9 of PoPI states that “Personal Information may only be processed if, given the purpose for which it is processed, it is adequate, relevant and not excessive”.

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Insurance Management Jobs in Gauteng

In Gauteng, the insurance management field is one of the most established and in-demand industries, with a strong presence of multinational companies operating in the region. Generally, this sector provides stable employment opportunities for professionals with relevant experience and skills.

Typically, salaries for insurance management roles in Gauteng vary widely depending on factors such as level of experience, company size, and industry sector. Broadly speaking, entry-level positions can expect to range from R400 000 to R600 000 per annum, while senior roles may earn between R800 000 and R1,5 million or more per year. However, it is essential to note that actual salaries can vary significantly depending on individual circumstances.

Common skills required for insurance management roles include strong analytical and problem-solving abilities, excellent communication and interpersonal skills, a solid understanding of financial markets and regulations, and experience with risk management software and systems. Other essential skills often include technical knowledge of insurance products, data analysis, and project management capabilities.

The financial services sector is one of the most common industries to employ insurance managers in Gauteng, alongside technology companies and certain manufacturing organizations. Insurance managers can also be found in the banking and finance sectors, as well as in government agencies responsible for regulatory oversight.

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For career development, insurance managers often progress to senior roles or transition into related fields such as risk management consulting, actuarial analysis, or policy development. Many companies also provide opportunities for professional development through training programs and mentorship schemes, which can help employees enhance their skills and advance their careers.

This information provides general career guidance. Actual salaries and requirements vary by employer.

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