Financial Advisers
Durban, KwaZulu Natal
Posted 5 days ago
- Company:
- Confiar Wealth
- Company Description:
- Financial Planning company - Our Mission: To Protect You financially Grow Your Wealth Secure and Preserve Your Legacy Our Vision: To Create a national leading Insurance and Financial Service offering that consistently pursues sustainable growth and development. Strategic Representation: The management of Confiar consists of two Directors that have been in the Financial Industry for the past 10 years Skill Development: We have an internal skills development program that will provide training to junior employees with the intension of training the next generation of Advisors in this forever thriving industry. We also strongly believe in Personal development so we will personally be grooming each employee at Confiar.
- Contract Type:
- Full Time
- Experience Required:
- 1 year
- Education Level:
- Grade 12
- Number of vacancies:
- 10
Job Description
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 challenge, we'd love to hear from you.
PLEASE NOTE THAT THIS IS A COMMISSION BASED JOB ONLY
Unlock Your Earning Potential
• Lucrative Commission Structure: Our best-in-class commission structure rewards your hard work and dedication.
• Vesting Bonus: Earn a bonus over the first 24 months, providing a significant boost to your income.
Support for Success
• Full Admin Support: Our dedicated team handles administrative tasks, freeing you to focus on high-value activities.
• Training Allowance: Receive a training allowance for the first 2 months to ensure a smooth transition.
• Interest-Free Tech Loan: Get the latest technology to enhance your productivity and client engagement.
Continuous Growth and Development
• Sanlam Academy: Access our renowned academy for ongoing training and development.
• Bursaries for Industry-Relevant Courses: Enhance your skills and knowledge with our financial support.
• Personal Development and Business Opportunities: Develop your entrepreneurial spirit and build a successful financial planning practice.
Recognition and Rewards
• Annual Production Bonus: Earn incentives based on your performance.
• Comprehensive Benefits: Enjoy medical aid, pension, Group Life cover, and more.
• Rewards and Recognition Programs: Be acknowledged and celebrated for your achievements.
• Petrol Allowance: Receive a petrol allowance to help you stay on the move, when you meet your targets.
• Cell phone Allowance: Enjoy a cell phone allowance to support your business communications, when you achieve your goals.
Your Role as a Financial Planner at Sanlam, 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
Qualifications and Requirements
• Minimum 1 Year Experience: A minimum of 1 year of experience as a Financial Planner
• Educational Background: Matric or equivalent
• RE Certificate
• Educational Credits: 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