43 Financial Planning jobs in Durban

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

Responsibilities

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy

Qualifications

• Qualification in Finance or related field
• 2+ years' of industry experience
• Strong understanding of the investment business
• Excellent interpersonal skills
• RE 5
• COB Long Term Insurance
• COB Investments

We're expanding and seeking experienced Financial Advisers to join our team! We're looking for like-minded individuals who share our passion for helping others achieve financial success. If you're a motivated professional looking to take your career to the next level, we'd love to hear from you!

If you're looking for a new challenge and a supportive work environment, we'd love to discuss this opportunity further. Let's work together to help our clients achieve their financial goals!

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

Continuous Growth and Development

Recognition and Rewards

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 3 Year Experience: A minimum of 3 year of experience as a Financial Planner

· Educational Background: Degree or Wealth management

· 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 own vehicle is a must.

We’re Hiring :

Visionary Financial Advisors

Are you ready to go beyond the ordinary?

We’re seeking talented financial advisors who want to empower clients, inspire financial confidence, and help shape a brighter future for South Africans .

At IWCP, you’ll make a meaningful difference while growing your career with a firm that values your ambition, expertise, and integrity .

Minimum Requirements

• Matric (Grade 12)
• Clear ITC & criminal record
• Reliable vehicle & valid driver’s license
• RSA citizenship
• Established network to generate business
• A laptop

What You’ll Do

• Create and protect clients’ financial security & wealth.
• Help clients achieve their financial dreams.
• Build and maintain strong, long-term relationships.
• Conduct detailed financial needs analyses.
• Provide professional, strategic advice on investments, insurance, and wealth creation.

How We’ll Support You

• Ongoing development to keep you ahead of market trends.
• Tools, systems, and support to help you succeed.
• Even if you do not have industry experience, our comprehensive training programme and on-going mentoring, will provide you with the knowledge and skills to be successful.

We’re Looking for People Who Are:

• Client-Centric – committed to putting clients first.
• Analytical & Insightful – able to design smart, tailored financial strategies.
• Driven & Proactive – motivated to achieve in a competitive industry.
• Ethical & Professional – trusted to uphold the highest standards.

Why IWCP?

We don’t just give advice — we Guide. Partner. Coach. Enlighten. Empower.

We bring together knowledge, systems, training, and innovation to help you and your clients succeed.

Apply now and start your journey as a IWCP Financial Advisor in Durban, KwaZulu-Natal

Make an impact. Build your career. Shape the future.

Email your CV to

To submit your application, please email your CV and cover letter to:

Context (external/internal factors which influence the work environment, taking into account future conditions and strategic requirements):

• South African regulatory framework of insurance/brokerage industry

Customers (to whom the service is rendered/impacted upon):

There are arrangements within the group business to have the opportunity to provide advice to the client base as well as new clients with an attractive financial model.

It includes supportive business and sales support underpinned by a number of other doors opening opportunities.

Number of subordinates: 0
Reporting line (immediate manager): Manager/ Branch Manager

Minimum Requirements:

Education:

• Matric
• Wealth Management NQF L5 qualification or higher
• Passed exam RE: Representatives
• Own vehicle and drivers’ license

Experience:

• Previous experience within the Financial Services Industry and/or sales environment will be an added advantage.

Skills:

• Build excellent client relationships/service orientation
• Entrepreneurial/Business orientation
• Ability to work in an organized manner
• Self-confidence
• Drive/performance orientation
• Interpersonal skills

Knowledge:

• Understanding of the insurance and brokerage industry and environment
• Sound knowledge and understanding of personal lines insurance
• FAIS requirements of a representative
• Legal requirements of the insurance industry
• Technical insurance knowledge – (underwriting)

Personal attributes:

• Influential
• Flexibility
• Interpersonal effectiveness
• Customer Service orientation
• Resilience and Tenacity
• Emotional maturity
• Proactive

Key Performance Area

Key Performance Outputs

1 . Grow Portfolio

• Develop and implement a proactive sales plan according to agreed targets
• Meet agreed new business targets
• Identify and build relationships with partners
• Write quality new business aligned to sales / marketing plan
• Negotiate with Insurers re- premium and quotations
• Do Up and cross-selling on existing and new business

2. Retain and Maintain
Clients

• Identify new business opportunities
• Identify opportunities for cross and up-selling on existing clients
• Liaise with insurers and /or management regarding premiums and quotations
• Build relationships with clients through regular calls and informing them of the latest products

3. Perform Administration

• Load policies, amendments and endorsements on the system promptly
• Ensure premium payments processes and debits are discussed and agreed upon with clients
• Ensure data integrity on all policy systems
• General correspondence and e-mails to clients according to company standards
• Responsible for proactive and reactive underwriting.
• Adhere to underwriting criteria; FAIS requirements and set company standards
• Manage incoming and outgoing e-mails according to set norms and standards.
• Provide regular reports and feedback to the manager
• Provide a rewarding service experience at all touch points
• Ensure that customer queries are attended to and resolved expeditiously
• Respond to client’s requirements by providing appropriate risk solutions.
• Establish long-term relationships with clients
• Financial planning for clients

All Indwe employees are expected to conduct themselves in a manner commensurate with the Indwe values:

Actively seeking continuous Improvement

Nurturing

To care for our clients with Empathy

Driven

Providing the best solutions to our customers

Willing

To learn, grow and embrace diversity

Eager

To take responsibility and use initiative

(A) 61 Central Street, Houghton Estate, 2198

Description

This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.

What is a financial advisor?

The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families financial futures to them.

The role calls for formal in-house training, the completion of the prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous professional development.

As an accredited financial advisor with Old Mutual, you will represent the ideals and values to which the company has subscribed for over 175 years – Integrity, Professionalism, Customer-first, Advice led.

What is required of you?

Provide appropriate financial advice, in line with the customer’s resources and financial goals, to enable positive financial futures and protection of assets and estate.

Provide pro-active, on demand financial service and advice to customers within your allocated customer markets.

Providing relevant and appropriate financial advice, hinges on a complete understanding of the customer’s personal and financial circumstances – and their goals or dreams for the future. As such, interpersonal and communications skills in order to build solid relationships are fundamentally important.

What do we need from you?

• A Grade 12 (Matric) certificate
• FAIS compliance
• RE5 an advantage
• A valid Driver’s licence and your own car
• A clear criminal and credit check
• A minimum of 3 years working experience (preferably in sales)
• Proven computer literacy (MS Office suite)
• Excellent communication skills (written and verbal)

What we can do for you!

Assist you in reaching your career goals and dreams by helping you grow, develop and build on your future aspirations through quality training and support to reach your potential. We lead with our values, which is at the heart of the great things we do. We champion our customers and employees. We are passionate about diversity and inclusion for mutually positive futures throughout our business clusters – Old Mutual Finance, Retail Mass Market, Old Mutual Invest and Personal Finance. The Group provides many opportunities for growth and development.

Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

Skills

Communication Skills, computer skills

Education

High School (Grade 12) (Required)

Closing Date

• A Grade 12 (Matric) certificate
• FAIS compliance
• RE5 an advantage
• A valid Driver’s licence and your own car
• A clear criminal and credit check
• A minimum of 3 years working experience (preferably in sales)
• Proven computer literacy (MS Office suite)
• Excellent communication skills (written and verbal)
  
  

Join Our Team: Experienced Financial Planners Wanted

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

• 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.

• 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.

• 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 practice.

• 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.

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.

• Minimum 1 Year Experience: A minimum of 1 year of experience as a Financial Planner.
• Educational Background: Matric or equivalent.
• 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.

Mid-Senior level

Full-time

Finance and Sales

Our client in the Financial Services Industry based in KZN is currently looking to employ a Financial Advisor (Risk Products).

To provide and implement advice in respect of insurance needs and solutions to the company clients in conjunction with the company's Partner. Afrikaans first language preferred.

A wonderful career opportunity awaits you.

Requirements:

• Minimum 5 years’ experience as a Broker Consultant / Life Insurance Agent, etc.
• Ability to function at a strategic level whilst fulfilling operational responsibilities.
• Meet the FAIS honesty, integrity, and good standing requirements.
• Meet the FAIS minimum experience requirements in respect of long-term insurance products.
• Must not have been declared insolvent or provisionally insolvent.
• Excellent communication skills, verbal and written.
• Excellent negotiation and persuasion skills.
• Client-oriented, with strong interpersonal skills and able to take the initiative (self-starter).
• Emotional resilience.
• Appropriate tertiary qualification (bachelor’s degree in commerce, finance, investments preferable).
• Have a qualification recognised by the FSCA for FAIS purposes. Preference will be given to candidates with a CFP.
• Have completed relevant class of business and product-specific training.
• FAIS compliant (continuous professional development).
• Completed supervision for long-term insurance categories.
• Fully computer literate, xPlan experience advantageous.

Responsibilities and expectations but not limited to:

• Analyse and identify Life and Short-Term Insurance (STI) opportunities within the client bases of their panel of financial planning partners' practice.
• Prepare comprehensive advice documents (proposals, comparisons, and quotations) for presentation to clients.
• Provide specialist advice in respect of Life Insurance (Death, Disability, and Critical Cover) needs. This will include specialist areas such as Estate Planning and Business Assurance.
• Implement the agreed solution for clients and manage underwriting and other onboarding requirements.
• Review clients' cover according to internal business procedures, or if client circumstances change.
• Acquire short-term insurance leads from the company’s financial planning partners.
• On receipt of the client’s consent, refer these clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short-term insurance schedules to the STI tele-advisor for capture prior to the appointment.
• Communicate and receive confirmation from the STI tele-advisor that the appointment has taken place and the outcome of the appointment.
• Maintain and develop client relationships.
• Support and contribute to company initiatives to communicate to, educate, and engage clients in order to better meet their needs.
• Monitor and report on the success and implementation of client and partner-focused initiatives.
• Adhere to the culture and principles of TCF – treating customers fairly.
• Comply with Group and Industry regulatory requirements.

Please note should you not receive a response within two weeks of applying you may assume that your application was unsuccessful.

Monthly