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Financial Planning Professional

1 week ago

Durban, KwaZulu-Natal, South Africa Sanlam Full time

**Job Overview:**

We are seeking an experienced Financial Planner to join our dynamic team at Sanlam. As a Financial Planner, you will be responsible for building and managing a client base, providing expert financial advice, and developing a profitable practice.

**Key Responsibilities:**

  1. Establish and maintain relationships with clients
  2. Provide professional financial advice to clients
  3. Develop and maintain a profitable practice

**Required Skills and Qualifications:**

  1. Minimum 1 year of experience as a Financial Planner
  2. Matric or equivalent educational background
  3. Possession of the RE Certificate
  4. Educational credits on NQF Level 5 or a recognized qualification
  5. Valid driver's license and access to your own vehicle

**Benefits:**

  • Lucrative commission structure
  • Vesting bonus
  • Full admin support
  • Training allowance
  • Interest-free tech loan

**Continuous Growth and Development:**

  • Access to the Sanlam Academy for ongoing training and development
  • Bursaries for industry-relevant courses
  • Personal development and business opportunities