Certified Financial Planner

2 weeks ago


Hermanus, South Africa Infinitum Financial Solutions- Accredited Old Mutual Agency Franchise. Full time

To market Onshore and Offshore Investments, commercial and personal short-term insurance products. Key responsibilities: Provide financial planning advice and structuring tailor-made solutions for clients. Prospect for new business opportunities and extracting opportunities from existing clients. Our value proposition and flexibility allow for **2 payment runs per month, **excellent remuneration, a dedicated support team with ongoing training and mentorship.

Take your career to the next level with the backing of this international brand. Make the right decision and join our dynamic team today.

**Salary**: R30,000.00 - R100,000.00 per month

Ability to commute/relocate:

- Hermanus, Western Cape: Reliably commute or planning to relocate before starting work (required)

Application Question(s):

- Do you have your own transport?
- Do you have the latest CPD points?
- Do you currently have a minimum of R25 million assets under management.

**Education**:

- High School (matric) (required)

**Experience**:

- Assurance: 2 years (required)

**Language**:

- English and or Afrikaans (preferred)

License/Certification:

- RE5 certificate (required)
- Class of business certificate (required)
- Certified Financial Planner® qualification (required)