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Financial Planning Consultant

2 months ago

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

We are seeking a highly motivated and ambitious individual to join our team as a Financial Advisor Intern at Sagen Advisory, a renowned wealth management business with a strong reputation for excellence.

  • As a Financial Advisor Intern, you will have the opportunity to work closely with our experienced team of financial planners and advisors, gaining valuable insights and skills in the field of wealth management.
  • Our company offers a comprehensive training program, providing you with hands-on practical training and support to help you build a successful career in the financial services industry.
  • You will be responsible for assisting our financial planners and advisors in conducting client meetings, analyzing financial data, and developing personalized financial plans.
  • We are looking for a candidate who is passionate about entrepreneurship, sales, and customer service, with excellent communication and interpersonal skills.
  • Our ideal candidate will have a bachelor's degree in commerce, finance, or law, or a related field, and be willing to learn and take on new challenges.

Remuneration:

  • R 15,000 basic salary, with a competitive commission structure and bonuses based on sales performance.
  • Opportunity to earn a bonus of up to 65% of total commission, payable every 3 months.
  • R 16,000 interest-free technology loan, repayable over 24 months.

Work experience incentive:

  • Access to a comprehensive database of leads, including Sanlam database leads, EBSure Wills, and MedSure client base.
  • Full support structure, including admin, paraplanner, office, and boardroom facilities, as well as 1-link access to specialists.
  • Hands-on practical training with CEO, senior, and executive-level financial planners, as well as specialists in every holistic field.
  • Opportunity to qualify for bi-annual company retreats and monthly social events.