Financial Planner

1 month ago


Durban, South Africa Old Mutual Full time

We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.

The role is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing "fit for purpose" financial plans and solutions.

**Benefits Include**:

- Training and settling-in allowance
- Subsidised Group Life Benefits
- Lucrative commission structures
- Access to existing client base
- Ongoing training and business support
- Financial planning and advice tools
- Full admin and compliance support
- Marketing and sales support
- Competitive and comprehensive product range to suit all clients
- **Requirements**:_
- Matric Certificate
- NQF 5 qualification (recognised by FSCA)
- RE5 Certificate
- 5 years industry experience
- CFP preferred
- Class of Business
- Valid driver's license
- Own vehicle and laptop

**Personal Effectiveness**
- Entrepreneurial approach
- Excellent negotiation skills
- Self
- starter
- Strong relationship and networking abilities
- Ability to work independently
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads

This is a hybrid role with offices based in Durban North, Umhlanga, PMB and JHB.
- This role will be filled within one of the top franchise agencies of Old Mutual._

**Job Types**: Full-time, Part-time, Commission

**Education**:

- High School (matric) (required)

**Experience**:

- advisor: 3 years (preferred)

License/Certification:

- RE5 (preferred)

Application Deadline: 2023/10/05
Expected Start Date: 2023/10/02


  • Financial Planner

    1 month ago


    Durban, South Africa Trident Wealth Management Full time

    **Company Description** Trident Wealth Management, an Old Mutual Agency franchise, is a financial planning firm that provides best-of-breed financial planning resources, tools and advice, all backed by Old Mutual’s reputation as South Africa’s most trusted financial services provider. Located in Durban, the partnership with Old Mutual allows Trident...

  • Financial Planner

    5 hours ago


    Durban, South Africa Duwalcoe Full time

    This role involves having a passion for people and building long term professional relationships. It is also an excellent starting point for a long-term career within the business. You will receive comprehensive training and ongoing mentoring that will immerse you in our culture, service offering and sales process.Envestpro’s passion for reward and...

  • Financial Advisor

    22 hours ago


    Durban, South Africa Providential Financial Services Full time

    Financial Planner an opportunity to work flexible hours and remotely A Company based in Umhlanga is looking for Financial Advisers to join their team. You may ask yourself why work for? Well below is reasons why - We have the license to sell and market all major service providers - Earn between 70% to 115% commission depending on experience and...


  • Durban, South Africa A1 Financial Services Full time

    Our position is aimed at individuals who are looking for better prospects and is based in and around Durban. Benefits Included: - Uncapped commission - Performance bonus - Work-related incentives for top performers - Minimum 12 months experience in a Financial Services / Insurance industry in a sales role - Minimum 2 years field sales experience - FAIS or...


  • Durban, South Africa A1 Financial Services Full time

    Our position is aimed at individuals who are looking for better prospects and is based in and around Durban. Benefits Included: - Uncapped commission - Performance bonus - Work-related incentives for top performers - Minimum 12 months experience in a Financial Services / Insurance industry in a sales role - Minimum 2 years field sales experience - FAIS or...


  • Durban, South Africa A1 Financial Services Full time

    Our position is aimed at individuals who are looking for better prospects and is based in and around Durban. Benefits Included: - Basic Salary - Medical Insurance - Uncapped commission - Performance bonus - Work-related incentives for top performers - Minimum 12 months experience in a Financial Services / Insurance industry in a sales role - Minimum 2...

  • Financial Planner

    1 month ago


    Durban, South Africa Nedbank Full time

    **Financial Planner - Durban** - Location: Nedbank Park Square, Cnr Centenary Blvd & Park Avenue, Umhlanga Rocks, Durban.- Job Family- Sales and Services - Career Stream- Sales - Leadership Pipeline- Manage Self: Technical - FAIS Affected- FAIS Affected - Yes**Job Purpose** - To provide financial expertise and wealth creation advice to Nedbank clients in...


  • Durban, South Africa Future Careers Full time

    **General**: **Job Title** - Senior Financial Planner**Job Category** - Insurance**Location** - Kwa-Zulu Natal**Employment Type** - Permanent**Area** - Durban**Bee status** - Include All**Salary** - Market Related**Min Salary** - Not Set**Max Salary** - Not Set**Expiry Date** - 30th June 2024**Deadline Date** - 30th June 2024**Experience** - Experience...


  • Durban, South Africa RPO Recruitment Full time

    RPO Recruitment is seeking a Junior Merchandise Planner to join our client in the Retail industry's growing team. As a Recruitment Specialist, our company focuses on delivering unique and tailored solutions to our clients in the corporate industry. In this position, the Junior Merchandise Planner will be tasked with supporting the Merchandise Planner in the...

  • Maintenance Planner

    4 weeks ago


    Durban, South Africa Emaich Personnel Full time

    **Engineering Maintenance Planner**: The main purpose of this position is to perform day-to-day planning, scheduling and coordination (issue and follow through on work orders) within the Engineering and Facilities Services divisions within the Group. **a valid driver’s license Job requirements: N6 Technical Diploma in Engineering, or a National Diploma in...

  • Planner Mr Price Home

    4 weeks ago


    Durban, South Africa Mr Price Group Full time

    Develop an astute preseason and in season online channel sales plan that meets the demands of the online customer maximising targeted sales and stock clearances. Qualifications: 1. Education:A relevant Finance-related University Degree/Diploma Qualification2. Competencies:Professionalism Out the box thinking Product and trade focused Reporting and...


  • Durban, South Africa Mr Price Group Full time

    Under general direction create the department's financial plan and execute the department's seasonal strategy by delivering an assortment based on history and future trends that optimizes sales and profit whilst effectively managing the inventory. Qualifications: Education: **Experience**: Minimum of 2-3 years planning experience. Knowledge/...

  • Financial Planner

    8 hours ago


    Durban, South Africa Adzuna ZA B C2 Full time

    Responsibilities:Provide investment advice to clients.Analyse financial Data.Insurance underwritingIdentify new business.Investment strategies, tax laws, and regulatory requirementsQualifications:BCom Degree, Financial planning, Investments, Finance and wealth3 - 5 years of experience in sales Valid drivers license and own Vehicle (Non-negotiable)APPLY NOW! ...

  • Financial Planner

    15 hours ago


    Durban, South Africa Network Recruitment Full time

    Responsibilities: Provide investment advice to clients. Analyse financial Data. Insurance underwriting Identify new business. Investment strategies, tax laws, and regulatory requirements Qualifications: BCom Degree, Financial planning, Investments, Finance and wealth3 - 5 years of experience in sales Valid drivers license and own Vehicle...

  • Financial Planner

    1 day ago


    Durban, South Africa Network Recruitment Full time

    Responsibilities:Provide investment advice to clients.Analyse financial Data.Insurance underwritingIdentify new business.Investment strategies, tax laws, and regulatory requirementsQualifications:BCom Degree, Financial planning, Investments, Finance and wealth3 - 5 years of experience in sales Valid drivers license and own Vehicle (Non-negotiable)APPLY NOW! ...


  • Durban, South Africa Mr Price Group Full time

    With support & guidance build key knowledge & skills that equips the role to develop astute pre-season & in-season store sales plans that meet the store's needs in terms of the correct buy shape per store profile & maximize store sales, clearance and space. - **Qualifications: Degree / Diploma in: BCOM : General Business...

  • Maintenance Planner

    4 weeks ago


    Durban, South Africa Kamo Placement Full time

    KwaZulu Natal, Durban - Annually Cost To Company (Market related, Negotiable) The main purpose of this position is to perform day-to-day planning, scheduling and coordination (issue and follow through on work orders) within the Engineering and Facilities Services divisions of the Company. **JOB DESCRIPTION** - Plan daily capacity to optimise resources cost...

  • Financial Advisor

    1 month ago


    Durban, South Africa Armstrong Appointments Full time

    Durban - Umhlanga - Posted 10 mins ago **Job Summary**: **Responsibilities**: - Responsible for the procurement of new business. - Provide customized financial planning and investment advice to existing and new clients based on their individual goals, risk tolerance, and financial situation. - Develop and maintain a comprehensive understanding of financial...


  • Durban, South Africa PPS Recruitment Full time

    Purpose of the Job: The key purpose of this role is to provide professional financial services to a client or a member. The successful candidate will be responsible for sourcing, retaining, and growing a membership and client base for eligible professionals by implementing PPS financial solutions in line with the client’s needs.Scope of the Job:This is a...


  • Durban, South Africa RPO Recruitment Full time

    An exciting opportunity has become available for an experienced Sales and Operations Planner within a FMCG company based in KwaZulu - Natal. The successful incumbent for this position will be responsible for: - Implement and execute defined best practices, minimum standards, policies, processes, tools, technology, and enablers in the relevant company...