We are seeking an ambitious, client-focused Financial Planner to join our team within the retail branch environment of one of South Africa's leading financial institutions, located in an affluent area in the South of Johannesburg.
This opportunity offers immediate access to an existing client base while allowing you to grow your own practice through strong branch support, referrals, and ongoing mentorship.
Minimum Requirements
- Minimum 3 years' experience in financial planning; or
- Relevant Financial Planning qualification or BCom degree
- FAIS compliant
- RE5 qualification essential
- Strong relationship-building and client servicing skills
- Self-driven with an entrepreneurial mindset
- Passion for building long-term client relationships
- Portuguese language proficiency will be advantageous due to the branch client profile
What We Offer
- 100% commission-based remuneration structure with significant earning potential
- Immediate access to an established client portfolio
- Consistent flow of qualified leads through an established retail branch network
- Exposure to a high-net-worth client market
- Opportunity to build and scale your own financial planning practice
- Ongoing mentorship and support from experienced financial planners
- Access to a recognised financial services platform with strong brand presence and client trust
Why Join Us?
This is more than a financial planning role it is an opportunity to build your own business within a supportive and structured environment, while benefiting from the credibility, infrastructure, and client flow of a major South African financial institution.
If you are passionate about helping clients achieve their financial goals and are looking to take your career to the next level, we would like to hear from you.
To Apply
Please send your CV to:
[email protected]
All applications will be treated in the strictest confidence.
Pay: From R40 000,00 per month
Work Location: In person
