Senior Financial Planning Executives for Gauteng Location

3 weeks ago


Johannesburg, Gauteng, South Africa Boikago Group Full time
Financial Planners Wanted for Gauteng Location

We are seeking highly motivated and experienced financial planners to join our team in Gauteng. As a financial planner, you will be responsible for providing expert advice to our clients on long-term insurance, investments, and pension products.

Key Responsibilities
  • Identify and understand clients' financial needs and goals.
  • Provide proactive financial services, recommending and implementing tailored financial plans and solutions.
  • Maintain superior customer service delivery and build strong relationships with clients.
Requirements
  • Grade 12 plus NQF level 5 qualification.
  • RE5 certification is a must.
  • A valid CFA certification is an added advantage.
  • At least 2 years of experience as a financial advisor or planner in a financial services environment.
  • Proven computer literacy, excellent communication skills, and a customer-centric approach.
What We Offer
  • A competitive salary of R25 000 for a 2-month training period.
  • Commission-based only.
  • Opportunities for professional growth and development.

As a financial planner with our company, you will be expected to work independently, managing your own leads and expanding sales with existing clients. You will also be required to maintain a valid driver's license and have a clear credit check.

We are looking for self-motivated individuals with a passion for entrepreneurship and a desire to make a difference in the lives of our clients. If you are a results-driven professional with excellent communication skills and a customer-centric approach, we want to hear from you.

Join our team and take advantage of this exciting opportunity to grow your career and make a real impact in the financial services industry.



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