Job Description
About the Role
Marvel Placement Consultant is seeking an experienced Financial Planner to join our team. As a key member of our financial services division, you will partner with our Director to deliver comprehensive financial planning services to clients. If you have a strong background in financial planning and a passion for delivering high-level financial advice, we encourage you to apply.
Key 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.
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.
Qualifications
No formal education or certifications are required for this position.
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.
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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