1. 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.
2. 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.
3. 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.
4. Professional Growth & 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.
5. 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 & 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.

Click Go Apply to apply online!

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