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**: R5,000.00 - 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?
- Have you completed your annual CPD points?

**Education**:

- High School (matric) (required)

**Experience**:

- Assurance: 2 years (required)

**Language**:

- English and or Afrikaans (preferred)

License/Certification:

- RE5 certificate (required)
- Wealth management certificate (required)
- Class of business certificates (required)