We’re looking for Financial Planners to join our established team in Gauteng, North West Province, Western Cape and KZN to provide financial planning and investment advice to individuals and businesses. More specifically we are looking for professionals that are highly motivated and self-disciplined to work remotely with full support from our administration office.

Formal qualifications and key skills

  • Grade 12
  • Tertiary qualification – relevant BCom Degree
  • CFP – completed or in progress
  • Advanced FP qualification, Diploma in Tax / Estate Planning etc (an advantage)
  • Fit and proper compliant
  • Minimum 3 years’ experience in a financial advisory role

Requirements

  • Own laptop
  • Internet access
  • Own transport

Our guarantees

  • Very good commission split
  • Qualified appointments booked directly in your diary daily
  • Full administration and client support from our administration office
  • Training and support
  • Access to specialist support

We pay for the following

  • Planning tools
  • Astute
  • Office 365
  • Fully integrated CRM, phone and call charges

SA Financial Planners has a long-term view of individuals developing their skills and experience in the areas we specialise in.

If you’d like to discuss the role further, please contact hr@safinplan.co.za with a CV and a bit about yourself.

Oh, and no recruiters, please!