Financial Planner

1 week ago


Cape Town, South Africa Infinitum Finiancial Solutions an Old Mutual Franchise Full time

Large Financial Institution in SA is now recruiting qualified Sales Managers & Financial Planners in Cape Town and Overberg Area. Join our dynamic team and have the advantage of dealing with our clients.

Job description: To market investments and insurance products and services to our clients. Key responsibilities: Provide financial planning advice to clients as well as structuring a tailor made solution for clients. Prospect for new business opportunities as well as from extracting opportunities from existing clients.

Minimum requirements:

- Matric
- 120 FAIS Credits
- RE5
- 2 years industry experience Our Value Proposition
- Access to client
- Flexibility
- 2 payment runs per month
- Excellent Remuneration
- Dedicated support team
- Ongoing training and mentorship

**Job Types**: Full-time, Permanent

**Salary**: R5,000.00 - R50,000.00 per month

**Education**:

- Certificate (preferred)

**Experience**:

- Financial Industry: 2 years (preferred)


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