Financial Planning Specialist

2 weeks ago


Alberton, Gauteng, South Africa Pro Tem Full time

Secure your clients' financial futures with Pro Tem as a Financial Planning Specialist.

Based in Alberton and Heidelberg, you will provide comprehensive financial planning services, including estate and business insurance, medical aid, and short-term insurance. With a focus on client relationships and industry knowledge, you will help individuals achieve their long-term financial goals.

We offer:

A competitive remuneration model that reflects your expertise and experience.

Ongoing training and mentorship to enhance your skills and knowledge.

A collaborative and positive work environment that fosters growth and development.

The ideal candidate will have a Matric certificate and a FSCA-approved qualification (CFP is a bonus). Additionally, RE5 Certification, 1-3 years of experience in financial services or insurance, and up-to-date CPD's or COB's are required. A clean ITC and no criminal record are also essential. The selected candidate must meet all fit and proper requirements.

Estimated salary: R450,000 - R650,000 per annum, depending on experience and qualifications.



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