Financial Planner

1 week ago

Port Elizabeth, Eastern Cape, South Africa Sanlam Full time R900 000 - R1 200 000 per year

Role Description:

This is a full-time role for a Financial Planner, based in Port Elizabeth, with some remote work flexibility. The Financial Planner will be responsible for managing and advising on personal financial planning, developing comprehensive financial plans, and providing retirement planning services. The role includes meeting with clients, assessing their financial needs, and developing strategies to help them achieve their financial goals.

What We Provide:

  • Hands-on training and mentorship from Sanlam's highest-performing Financial Planners.
  • Clear direction on how to succeed as a Financial Planner.
  • Full back-office support and world-class working facilities.
  • Excellence-oriented and competitive working environment.
  • Full Bursaries to continue studies related to Job title.
  • Vesting allowance.
  • Monthly vesting bonuses.
  • Yearly performance bonuses.
  • Yearly newcomer bonuses.
  • Highly competitive remuneration model.

What We Require:

  • BCom degree or equivalent
  • 2 Years Industry experience or 5 years work experience.
  • Entrepreneurially minded.
  • Excellent interpersonal and communication skills.
  • Ability to lead.
  • Strong analytical and problem-solving abilities.
  • Ability to work independently and adapt to a hybrid work environment.

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