Financial Advisors & Planners

Join Our Team:
Experienced Financial Planners Wanted - KZN and Gauteng! - Please read the full value Proposition till the end before applying.

We are expanding and seeking experienced Financial Planners to join our dynamic team. If you're a motivated and results-driven professional looking for a new opportunity, we'd love to hear from you.

• Lucrative Earning Potential
• Vesting Bonus: A bonus program for the first 24 months
• Full admin support
• Annual Production Bonus:
  Incentives based on performance
• Comprehensive Benefits:
  Medical aid, pension, Group Life cover, and more
• Robust Support System:
  Access to Key Accounts Specialists, Advice and Legal Specialists, Marketing support, continuous training with bursaries for industry-relevant courses
• Rewards and Recognition:
  Various programs to acknowledge and celebrate your achievements
• Personal development and business opportunities to develop Financial Planners

As a Financial Planner at Confiar Bluestar, your responsibilities will include:

• Building and Managing a Client Base:
  Establish and maintain relationships with clients
• Professional Advice:
  Provide expert financial advice to clients
• Profitable Practice Building:
  Develop and maintain a profitable practice

To excel in this role, you should possess the following attributes and skills:

• A Commission Mindset:
  Ability to leverage commission-based remuneration
• Prospecting and Networking:
  Skills in networking, prospecting, and lead generation
• Capability to structure and implement focused campaigns
• Proficiency in conducting financial needs analysis using relevant tools
• Providing sound personal financial planning advice
• Commitment to delivering exceptional, value-added service
• Desire for ongoing self-improvement

To be considered for this role, applicants should have:

• A minimum of 1 year of experience as a Financial Planner
• Educational Background:
  Matric or equivalent
• RE Certificate/Optional
• Ideally, 120 credits on NQF Level 5 or a recognized qualification
• Driver's License and Own Vehicle: A valid driver's license and access to your own vehicle

PLEASE NOTE THAT THIS IS A COMMISSION EARNING JOB