Experienced Financial Advisor

4 days ago

Durban, KwaZulu-Natal, South Africa May-San Financial Services Full time

May-San Financial Services, an Old Mutual Agency franchise, provides advisors with a structured roadmap to success, enhancing client outcomes through greater efficiencies and superior support. Operating under the OM FSP License, May-San Financial Services equips advisors with the top-tier resources, tools, and advice backed by Old Mutual's esteemed reputation as South Africa's leading financial services provider. This entrepreneurial environment allows franchisees the freedom to define their ethos while benefiting from substantial guidance, support, and the latest technology-driven business processes.

Role Description

This is a full-time hybrid role for an Experienced Financial Advisor, based in Durban with some work-from-home flexibility. The Financial Advisor will be responsible for providing comprehensive financial planning services. Daily tasks will include assessing clients' financial situations, developing tailored financial plans, conducting financial analysis, and providing ongoing advice and support to help clients meet their financial objectives.

Qualifications

Proficiency in Financial Planning and Financial Advisory

Experience in Retirement, Risk & Investment Planning

Excellent analytical and problem-solving skills

Strong interpersonal and communication skills

Ability to work independently and in a team

Certification as a CFP (Certified Financial Planner) is a plus

Have a minimum of 1 year of experience selling insurance

Have a proven track record of earning over R per annum.

Have up-to-date CPD points and Regulatory Exam (RE5), either have or are working towards their NQF5 qualification.

Have a driver's license, laptop, and own vehicle.

What we offer

Excellent remuneration and commission structure which includes:


• A Training Allowance


• Upfront Commission on Sales and updates.


• Monthly Commission on short-term and medical aid products.


• Bonuses and Incentives including:

  • Offshore and onshore conventions for you and your spouse

  • Quarterly regional dinners

  • Product competitions and ad-hoc getaways

  • Franchise Getaways

  • Franchise Incentives


• Flexible Payment Frequency: weekly, fortnightly, or monthly payouts directly from Old Mutual.

Business made easy:


• Paperless business operations with internet-based submissions, tracking, and e-signatures.


• Access to leads, cutting-edge tools, and ongoing innovation to stay ahead of the curve.


• Work from anywhere—no office-bound restrictions.


• Access to centralised office facilities, unlimited internet access, and parking —all at no extra cost.

Administrative and specialist support:


• Access to a dedicated branch administrator and regional branch support.


• Support from risk, wealth, investment, PCS, Old Mutual Insure, short-term insurance and medical aid specialists, as well as a legal adviser.


• Access to a System Specialist and Product Trainers

Please forward CV and supporting documents (incl DOFA report) to kiruban.-

  • Financial Advisor

    1 day ago

    Durban, KwaZulu-Natal, South Africa Tescon Financial Advisors Full time

    Company DescriptionTescon Financial Advisors is a juristic representative of Discovery Life Limited. Discovery Life Limited is a registered long-term insurer and an authorized financial services provider. Tescon Financial Advisors offers a range of financial services and products. The company is dedicated to providing clients with tailored financial...

  • Junior Financial Advisor

    2 weeks ago

    Durban, KwaZulu-Natal, South Africa Hire Resolve Full time

    A leading financial services firm with a legacy spanning nearly a century, is seeking a Junior Financial Advisor to join their team. This business focuses on helping professionals, business owners, and families grow and protect their wealth. Their approach is centred on investment-led financial planning, supported by a team of highly qualified advisors with...

  • Financial Advisor

    1 day ago

    Durban, KwaZulu-Natal, South Africa Hire Resolve Full time

    A well-established financial services organisation is seeking a driven, client-focused Financial Advisor to join its dynamic advisory team. This role is ideal for a motivated professional who is passionate about empowering clients through strategic financial planning and long-term wealth creation.𝐑𝐞𝐪𝐮𝐢𝐫𝐞𝐦𝐞𝐧𝐭𝐬: Relevant...

  • Independent Financial Advisor

    2 weeks ago

    Durban, KwaZulu-Natal, South Africa The Wholistics Planning Group Full time

    Company DescriptionThe Wholistics Planning Group delivers independent financial planning advice and tailored solutions to both personal and corporate clients. The Group operates through three specialized divisions: Execuserv for financial advice and planning, Ethix Advisory Services for wealth management, and Extegrity for corporate benefits such as pension...

  • Financial Advisor

    2 weeks ago

    Durban, KwaZulu-Natal, South Africa InspHired Recruitment Full time

    Our client in the Financial industry is currently looking for a Financial Advisor, in Umhlanga, Durban.Responsibilities:Work with company book of clients to meet and review their portfolio providing professional financial advice and offerings. Prospect and obtain new clients in the market to add to its already extensive bookProvide financial products and...

  • Financial Advisor

    6 days ago

    Durban, KwaZulu-Natal, South Africa feeblo. Full time

    Location: Durban / Pietermaritzburg / KZN Region, South AfricaEmployment Type: Full-timeAbout the Role:We are seeking a client-centric, qualified Financial Advisor to build a thriving practice in KwaZulu-Natal. This role is for a true advisor, not just a salesperson. You will possess a deep-seated customer service mindset, viewing every interaction as...

  • Financial Advisor

    2 weeks ago

    Durban, KwaZulu-Natal, South Africa Mancosa Pty Full time

    Description:We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, and recommending and...

  • Part Time Financial Advisor

    2 weeks ago

    Durban, KwaZulu-Natal, South Africa Mancosa Pty Full time

    Career BenefitsFree Adviser Academy Learning Programmer which will qualify you to operate as a Personal Financial AdviserPayment of a Living Allowance during the first three months of completing the Adviser Academy Learning Programmer for accreditation as a licensed Financial AdviserUpon successful completion of the Adviser Academy Learning Programmer and...

  • PFA Associate Financial Advisor Campaign

    6 days ago

    Durban, KwaZulu-Natal, South Africa Old Mutual South Africa Full time

    Let's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Aspires to be a Financial AdvisorWe are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.The role at a glance is about championing...

  • Financial Planner

    2 weeks ago

    Durban, KwaZulu-Natal, South Africa Hire Resolve Full time

    Hire Resolve's Client is seeking a dedicated and experienced Financial Planner to join their dynamic team.As a Financial Planner, you will work closely with clients to understand their financial goals, analyse their current financial situation, and develop personalised financial plans to help them achieve their goals. You will provide comprehensive financial...