Internship Opportunity For Financial Advising
Posted on 2025-01-31
Job Summary
We, Sagen Advisory, are recruiting several Financial Advisor Interns for a rapidly expanding wealth management business with a reputation for excellence. These exciting and lucrative positions are based in their head office in Durbanville, Stellenbosch. They are also in the process of expanding across the country.
The company will allow you to either build your own client base or invest in your current client base. Though new client acquisition will be an integral part of this role, the client will provide clients with service from the start.
The ideal candidate will be a financial/commercially qualified graduate, a junior financial planner, or an experienced financial planner who is seeking to join a customer focussed expanding business. The ideal candidate will also be someone who wants to build a career in the wealth management environment, who is customer focussed, service-orientated, and sales are driven.
Minimum Requirements
- Bachelor`s degree in Commerce, Finance or Law, or any other related field OR Wealth Management NQF5
- Must be extroverted, outgoing, love a challenge, and have a go-getter attitude
- A passion for Entrepreneurship and Sales
- Willingness to learn and do courses
- Valid Drivers License
- Own Reliable Transport
- 25+ years of age
- Competitive
Remuneration
- R 15 000 Basic Salary
- TARGET: The greater of
- 8 sales per month OR
- 40, 000 production points
- 65% Commission payable every 3 months
- On commission amount greater than R 120, 000
- R 16, 000 interest-free Technology loan (for Laptop/tablet/phone), repayable over 24 months
- TARGET: The greater of
Work experience Incentive
- As-and-when leads list is provided through
- Sanlam database leads
- EBSure Wills, a new entry to and exit of- company corporate fund
- MedSure client base
- Full Support Structure: Admin, Paraplanner, Office + Boardroom, 1-link access to Specialists
- Hands-on practical-in-field-training with
- CEO / Senior- / Executive- / Certified Financial Planner (CFP) per Entity
- Specialists in every holistic field (Investments, corporate structures, employee benefits, medical aid, short-term, Risk, Savings, Wills, Estate Planning, Tax calculations
- Qualify for bi-annual company retreats and monthly social events
- Monthly events subject to the outperformance of the target
Internship Opportunity For Financial Advising position available in Western Cape, Cape Town. This job position was posted by Sagen Advisory. The job has been posted as a premium ad on 2025-01-31 at 13:29:13 in the It Computer category
Click Go Apply to apply online!
You might also like these jobs in the same area.
Apply directly for this position. Please read all instructions carefully.
We do not process job applications; we simply aggregate and display job listings.
More related positions
Cape Town: Front Of House | Receptionist | Property Management Internship Opportunity posted by Sagen Advisory
Company Description: We are Sagen Advisory, a specialized recruitment company seeking a YOUNG, enthusiastic, bubbly personality type of person who loves people and loves cheering up people`s energy. We are looking for someone who is naturally able to leave
View Job
Front Of House | Receptionist | Property Management Internship Opportunity
Cape Town: Internship Opportunity For Financial Advising posted by Sagen Advisory
We, Sagen Advisory, are recruiting several Financial Advisor Interns for a rapidly expanding wealth management business with a reputation for excellence. These exciting and lucrative positions are based in their head office in Durbanville, Stellenbosch. Th
View Job
Internship Opportunity For Financial Advising