Financial Planner
Listed on 2026-09-13
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Finance & Banking
Position: Financial Planner
Department: Sales
Reports to: Authorised Principal & Managing Director
Liaises with: Clients, Principal, Colleagues and relevant networks.
Contract timeframe: Permanent
Place of work: Hybrid, with main office in Westville.
HOURS OF WORK: Monday – Friday, 08h00 – 16h00.
OUR OFFER- Up to 100% Commission-based structure, combined with unlimited earning potential.
- Vesting bonus for 24 months.
- Annual production bonus.
- Training allowance of R26 000 (once-off).
- Tech loan (up to R16 000).
- Benefits such as medical aid, Group Life pension, and more.
- Excellent support structure for growth & development (Marketing, Legal, Key Accounts Specialist, etc).
- Enrolment into Sanlam Academy for continuing learning and supported studies for industry related courses.
- A range of rewards & recognition to benefit from.
- Minimum - Grade 12 or equivalent.
- 2 years’ industry experience.
- RE5
- NQF level 5, with 120 credits or other similar recognized qualifications.
- A valid unendorsed drivers’ license.
- A team of specialized expert financial advisers.
- Our team has been in the industry for more than 5 years, with a combined financial advisory experience of over 50 years.
- We hold a “Business of the Year “Award earned in 2022 for our category within Sanlam.
- We are a one-stop shop for all financial advisory needs (personal and business)
- We are passionate about developing young talent into affluent, successful entrepreneurs within our industry.
As an ideal candidate for this role, you are a person with a unique blend of confidence, empathy, resilience and drive. You are goal oriented and motivated from within. Your ability to connect with other individuals and understand their needs comes naturally. Your confidence is grounded in deep belief in the value of your product, while you allow yourself to listen actively and respond meaningfully to your potential clients.
You can persuade without being pushy at the same time building trust through authenticity and integrity.
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