Wealth Management Professionals Wanted

1 month ago


Cape Town, Western Cape, South Africa Sagen Advisory Full time

Sagen Advisory: A Leading Wealth Management Business



We are recruiting highly skilled and ambitious Financial Planners to join our team in Durbanville, Stellenbosch. This is an excellent opportunity for individuals who want to build a career in wealth management and deliver exceptional client service.



The ideal candidate will be a financial/commercially qualified graduate, a junior financial planner, or an experienced financial planner looking to take their career to the next level. You will be responsible for sourcing and meeting potential clients, analyzing financial information, and creating personalized financial plans to help clients achieve their goals.



Responsibilities


  • Sourcing and Meeting Potential Clients: Identify and engage with potential clients, understanding their financial objectives and providing expert advice to help them achieve their goals.
  • Analyzing Financial Information: Gather and analyze financial data to determine strategies, design products, and recommend solutions to help clients meet their financial objectives.
  • Client Service: Provide ongoing service to clients, reviewing and responding to their changing needs and financial circumstances.
  • Investment Opportunities: Offer investment opportunities across a broad spectrum of regulated products, ensuring that clients' portfolios are aligned with their financial goals.
  • Market Trends: Monitor financial market trends to ensure that plans are effective and identify any necessary updates.


Requirements




  • Tertiary Qualifications: Relevant tertiary qualifications will be highly desirable.
  • Financial Planning Qualifications: RE5, RE1, CISI, CFP, NQF5, etc. will be beneficial, but not essential.
  • Industry Experience: 4 years of finance, financial planning, or wealth management experience.
  • Personality: Customer-centric & results-driven.
  • Languages: Fluent in English and Afrikaans.
  • Age: 26+ years old.
  • Credit Record: Clear credit record, with no criminal record.
  • Driver's License: Valid driver's license (compulsory).
  • Transport: Own reliable transport (compulsory).


Benefits




  • Excellent performance-linked earning potential.
  • Best-in-class training in wealth management working alongside financial experts.
  • Opportunity to attain official financial planning & services qualifications.
  • Utilize established support tools & services of an international business.


Work Experience Incentive




  • Can apply to become a cluster manager if you bring a team of 5 with you. Cluster Managers earn 5% additional comm of their team's production.
  • Opportunity for management experience, subject to an approved action plan.
  • Full Support Structure: Admin, Paraplanner, Office + Boardroom, 1-link access to Specialists.
  • Qualify for bi-annual company retreats and monthly events.


Salary




  • Highly lucrative 100% commission-only earnings.
  • 30% per submission fee on Referrals to Lucrum for Tax Submissions.
  • 30% Recurring Passive Income on Employee Benefits -, Medical Aid -, and Short-Term referrals.
  • 50% Recurring 'Passive Income' on all Independent Referrals (any Business signed under SFG IB).
  • Vesting Bonuses: Earn up to 3x policy premium value on top of the commission.
  • Estimated annual salary: R500,000 - R1,000,000 based on industry standards and location.


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