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We are seeking Financial Advisers to join our growing Service Pay Team, which allows you to "write your own cheque" as it has a lucrative commission structure.

Service Pay (PTY) LTD is privately owned and based in Durban, Umhlanga, however, advisers can work remotely and outside of Kwa-Zulu-Natal region, within South Africa.

No extensive experience is required as you will be mentored by qualified advisers and training will be provided.

We are looking for someone with the following criteria:

Professional & Confident

Quick learner

Strong personality with the ability to build rapport easily.

Minimum requirements:

Matric

12 months experience in sales

RE 5 qualification (if applicable)

Understanding of the Financial Insurance industry

Class of Business certificates (if applicable, if you have been in the financial service industry)

Own transport

Laptop or Tablet is compulsory

Own Data/minutes (out of the office)

No criminal record

Not under debt review

Responsibilities

The role involves Policy and Benefit reviews to identify client needs and ensure that clients are always aware of product enhancements that may benefit their existing or new need. The adviser will need to also conduct a Financial Needs Analysis and/or clients risk appetite before recommending any changes to their existing portfolio.

Please email your CV to if you meet the minimum requirements and we will contact you to set an interview. If you are not based in the KZN region, interviews can be done via Microsoft Teams.

The incumbent will be responsible and accountable for the facilitation, guiding, directing, consolidation, monitoring and status reporting of SANBS Strategic Workforce Planning (SWP) processes, initiatives, actions and implementation plans.

Key Performance Areas

KPA 1: Direct and facilitate, guide & drive SWP in SANBS

1. Provide specialists input by facilitating and directing, and driving all SWP processes and activities to ensure consistent application with optimal return for the business.
2. Manage the SWP process from start to finish and accept final responsibility of the organization-wide workforce plan.
3. Develop and implement the SWP policy, governance and frameworks.
4. Coordinate and schedule all SWP processes and activities ensuring alignment with the annual business cycle, leadership and reporting protocols.
5. Ensure all divisional SWP plans are timely submitted and comply with the SWP procedures and specifications.
6. Support divisions with SWP implementation and actions and proactively advise to ensure optimal return on investment.

KPA 2: Relationship Management

1. Strategic partner to the Executives, Senior Managers & Managers within SANBS to support SWP.
2. SWP stakeholder relationships management across the Departments and Divisions.
3. Support and enable a common SWP understanding in SANBS.
4. Ensure integration of all the functions in the SWP process and synergies and opportunities are fully exploited.
5. Close working relationship with Learning & Development to ensure the training matrix is active and supports all the SWP processes and actions.

KPA 3: Management of the SWP Annual Scenario Planning processes

1. Facilitate, direct and coordinate the annual SWP scenario planning process per department ensuring consistent application across SANBS.
2. Custodian of SWP templates and tools, ensuring templates and tools are reviewed when required to support efficiencies and effectiveness.
3. Ensure efficient scheduling and communication to support timely delivery.
4. Consolidate all divisional scenario plans in the SANBS plan, clearly articulating time, deliverables, actions and accountability.

KPA 4: Monitoring of SWP action plans, implementation

1. Proactively monitor the implementation and progress on all SWP action plans and identify potential opportunities to improve when required.
2. Interpret, provide input and revise (if necessary) divisional action plans, if no longer serving the organization.

KPA 5: Reporting

1. Consolidated SWP Reporting: Quarterly & Annually, ensuring accuracy and timely reporting.
2. Develop and submit reports detailing the link to business performance and quantify impact.
3. Develop reports associated with the 5-year strategic plan time horizon of the organization.

KPA 6: Up-to-date, accurate data and information management for SWP

1. Implement and ensure all information utilized on the SWP system and/or database/s is up-to-date and accurate.
2. Quality assurance checks and audits of information on a regular basis to ensure accuracy, relevancy and up-to-date information.
3. Ensure a procedure to maintain all information sources utilized effectively.
4. Develop appropriate and efficient systems to ensure accurate data management.
5. Interpret the SANBS workforce data and provide recommendations to senior leadership.

KPA 7: SWP Stakeholder Management

1. Support a consistent and common understanding of SWP across SANBS by developing communications for utilization by the Executives and Managers.
2. Draft SWP messaging and communication to support SWP implementation.
3. Drive change management to ensure strategic alignment with all relevant stakeholders in the process.

KPA 8: Risk Management

1. Identify potential early warning SWP risks and propose mitigating actions for approval and implementation.
2. Assist and support internal and external auditors by submitting correct data and reports.
3. Ensure organization-wide adherence to SWP policy and procedures.
4. Integrate SWP risks into the broader organizational strategic risk register.

KPA 9: Continuous Improvement and quality management

1. Identify opportunities to improve SWP and business processes at appropriate intervals.
2. Proactively identify opportunities and potential synergies across the business with skills planning and integration to talent mapping processes.
3. Incorporate SWP opportunities into the SANBS quality management system.
4. Track and monitor process improvements actions.

KPA 10: SWP Governance

1. Ensure SWP policies and procedures are up-to-date and support the business needs and requirements whilst adhering to labour laws and legislation.
2. Ensure SWP templates are reviewed timeously to support efficiencies and effectiveness of SWP operations.
3. Ensure a common understanding of SWP processes and procedures across SANBS.

Cognitive Skills

• Analytical thinking and attention to detail.
• Management Control.
• Project Management.
• Change Management.
• Holistic / Big Picture.
• Judgment and Decision making.
• Problem solving.
• Planning, Organizing and Monitoring.
• Knowledge of ER theory, concepts and best practice.

Personal Skills

• Ethical behaviour.
• Excellence Orientation.
• Resilience and stress management.
• Self-Management.
• Customer Service Orientation.
• Confidentiality.
• Resourceful.

Interpersonal Skills

• Communication.
• Conflict Management.
• Knowledge Sharing.
• Organizational Awareness.
• Relationship Building.
• Teamwork.

Professional Technical Skills

• Systems Competence.
• Business and Financial Acumen.
• Best Practice Thinking.
• SWP Practice.
• Business process understanding.
• Presentation and Business writing skills.

Leadership Skills

• Practical Execution Management.

Education

• Degree in Business, Strategic Management, Human Resources, Industrial Psychology or equivalent.
• Honors degree will be an advantage.

Experience and Knowledge Requirements

• 5 to 8 years relevant experience.
• Proven track record in the application of analytics in decision-making.
• Advanced Excel and data management skills.
• Understanding of the strategic management principles and processes.
• In-depth knowledge and understanding of strategic human resource management.
• Excellent understanding of operational business activities and relationship to manpower planning.
• Excellent understanding of skills development.
• In-depth knowledge and understanding of strategic workforce planning.
• The ability to translate business needs and requirements into practical people solutions.
• Knowledge of Labour Legislation.
• Advanced knowledge of information technology systems (SAP preferred).
• Up-to-date knowledge and understanding of new developments and strategies in Human Resources, transformation, high-performance cultures and change environments.
• Exposure and experience in/to a unionized environment.
• The ability to inspire, influence and create a positive work environment and atmosphere.
• The ability to understand, respect and work with all levels, different management styles, different personalities, work approaches, and cultures.

The incumbent will be responsible and accountable for the facilitation, guiding, directing, consolidation, monitoring and status reporting of SANBS Strategic Workforce Planning (SWP) processes, initiatives, actions and implementation plans.

Key Performance Areas

KPA 1: Direct and facilitate, guide & drive SWP in SANBS

1. Provide specialists input by facilitating and directing, and driving all SWP processes and activities to ensure consistent application with optimal return for the business.
2. Manage the SWP process from start to finish and accept final responsibility of the organization-wide workforce plan.
3. Develop and implement the SWP policy, governance and frameworks.
4. Coordinate and schedule all SWP processes and activities ensuring alignment with the annual business cycle, leadership and reporting protocols.
5. Ensure all divisional SWP plans are timely submitted and comply with the SWP procedures and specifications.
6. Support divisions with SWP implementation and actions and proactively advise to ensure optimal return on investment.

KPA 2: Relationship Management

1. Strategic partner to the Executives, Senior Managers & Managers within SANBS to support SWP.
2. SWP stakeholder relationships management across the Departments and Divisions.
3. Support and enable a common SWP understanding in SANBS.
4. Ensure integration of all the functions in the SWP process and synergies and opportunities are fully exploited.
5. Close working relationship with Learning & Development to ensure the training matrix is active and supports all the SWP processes and actions.

KPA 3: Management of the SWP Annual Scenario Planning processes

1. Facilitate, direct and coordinate the annual SWP scenario planning process per department ensuring consistent application across SANBS.
2. Custodian of SWP templates and tools, ensuring templates and tools are reviewed when required to support efficiencies and effectiveness.
3. Ensure efficient scheduling and communication to support timely delivery.
4. Consolidate all divisional scenario plans in the SANBS plan, clearly articulating time, deliverables, actions and accountability.

KPA 4: Monitoring of SWP action plans, implementation

1. Proactively monitor the implementation and progress on all SWP action plans and identify potential opportunities to improve when required.
2. Interpret, provide input and revise (if necessary) divisional action plans, if no longer serving the organization.

KPA 5: Reporting

1. Consolidated SWP Reporting: Quarterly & Annually, ensuring accuracy and timely reporting.
2. Develop and submit reports detailing the link to business performance and quantify impact.
3. Develop reports associated with the 5-year strategic plan time horizon of the organization.

KPA 6: Up-to-date, accurate data and information management for SWP

1. Implement and ensure all information utilized on the SWP system and/or database/s is up-to-date and accurate.
2. Quality assurance checks and audits of information on a regular basis to ensure accuracy, relevancy and up-to-date information.
3. Ensure a procedure to maintain all information sources utilized effectively.
4. Develop appropriate and efficient systems to ensure accurate data management.
5. Interpret the SANBS workforce data and provide recommendations to senior leadership.

KPA 7: SWP Stakeholder Management

1. Support a consistent and common understanding of SWP across SANBS by developing communications for utilization by the Executives and Managers.
2. Draft SWP messaging and communication to support SWP implementation.
3. Drive change management to ensure strategic alignment with all relevant stakeholders in the process.

KPA 8: Risk Management

1. Identify potential early warning SWP risks and propose mitigating actions for approval and implementation.
2. Assist and support internal and external auditors by submitting correct data and reports.
3. Ensure organization-wide adherence to SWP policy and procedures.
4. Integrate SWP risks into the broader organizational strategic risk register.

KPA 9: Continuous Improvement and quality management

1. Identify opportunities to improve SWP and business processes at appropriate intervals.
2. Proactively identify opportunities and potential synergies across the business with skills planning and integration to talent mapping processes.
3. Incorporate SWP opportunities into the SANBS quality management system.
4. Track and monitor process improvements actions.

KPA 10: SWP Governance

1. Ensure SWP policies and procedures are up-to-date and support the business needs and requirements whilst adhering to labour laws and legislation.
2. Ensure SWP templates are reviewed timeously to support efficiencies and effectiveness of SWP operations.
3. Ensure a common understanding of SWP processes and procedures across SANBS.

Cognitive Skills

• Analytical thinking and attention to detail.
• Management Control.
• Project Management.
• Change Management.
• Holistic / Big Picture.
• Judgment and Decision making.
• Problem solving.
• Planning, Organizing and Monitoring.
• Knowledge of ER theory, concepts and best practice.

Personal Skills

• Ethical behaviour.
• Excellence Orientation.
• Resilience and stress management.
• Self-Management.
• Customer Service Orientation.
• Confidentiality.
• Resourceful.

Interpersonal Skills

• Communication.
• Conflict Management.
• Knowledge Sharing.
• Organizational Awareness.
• Relationship Building.
• Teamwork.

Professional Technical Skills

• Systems Competence.
• Business and Financial Acumen.
• Best Practice Thinking.
• SWP Practice.
• Business process understanding.
• Presentation and Business writing skills.

Leadership Skills

• Practical Execution Management.

Education

• Degree in Business, Strategic Management, Human Resources, Industrial Psychology or equivalent.
• Honors degree will be an advantage.

Experience and Knowledge Requirements

• 5 to 8 years relevant experience.
• Proven track record in the application of analytics in decision-making.
• Advanced Excel and data management skills.
• Understanding of the strategic management principles and processes.
• In-depth knowledge and understanding of strategic human resource management.
• Excellent understanding of operational business activities and relationship to manpower planning.
• Excellent understanding of skills development.
• In-depth knowledge and understanding of strategic workforce planning.
• The ability to translate business needs and requirements into practical people solutions.
• Knowledge of Labour Legislation.
• Advanced knowledge of information technology systems (SAP preferred).
• Up-to-date knowledge and understanding of new developments and strategies in Human Resources, transformation, high-performance cultures and change environments.
• Exposure and experience in/to a unionized environment.
• The ability to inspire, influence and create a positive work environment and atmosphere.
• The ability to understand, respect and work with all levels, different management styles, different personalities, work approaches, and cultures.

Are you passionate about helping others achieve their financial goals? Do you have a passion for numbers and a desire to build a rewarding career in the financial services industry? Look no further!

A leading financial services organisation in South Africa, with over six decades of excellence, offers an exciting opportunity for aspiring financial advisors.

DUTIES AND RESPONSIBILITIES :

• Source clients through networking and referral initiatives.
• Build long lasting relationships with clients through excellent ongoing client services
• Give objective professional advice based on client needs and objectives
• Build a long-term professional, profitable business
• Market and sell the Company's product range
• Achieve monthly targets
• Keeping abreast with industry trends and legislative issues

MINIMUM REQUIREMENTS (NON NEGOTIABLE)

• Matric, Mathematics and English
• Recognized University Degree (Financial Degree would be advantageous)
• South African Citizen
• Drivers License and own Reliable Car
• Own Cell and laptop
• Do not have any previous experience as a Financial Advisor

Financial Advisor • Pretoria, Tshwane Metro, South Africa

• 
  
• Expertise in Financial Planning, Retirement Planning, and Financial Advisory
• Strong knowledge of Finance and Investments
• Excellent written and verbal communication skills
• Ability to work independently and manage multiple client accounts
• Professional certification in finance or related field is a plus
• Bachelor's degree in Finance, Economics, or related field

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 career.

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.

At Sanlam, your responsibilities will include :

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

1. Minimum 1 Year Experience : A minimum of 1 year of experience as a Financial Planner.
2. Educational Background : Matric or equivalent.
3. Educational Credits : Ideally, credits on NQF Level 5 or a recognized qualification.
4. Driver's License and Own Vehicle : A valid driver's license and access to your own vehicle.

Seniority level: Mid-Senior level

Employment type: Full-time

Job function: Finance and Sales

2 days ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

· Grow your financial planning business within one of Africa's leading institutions.

· Apply to be one of our next Standard Bank Financial Planners today.

· To provide holistic financial planning solutions to a solid customer base.

· To tailor make these solutions in order to solve for clients’ individual financial needs.

• Financial and Estate Planning Advice and Financial Solutions
• Relationships with Internal Network
• Relationships with New and Existing Clients
• Provide a Service to Customers
• People Management

• Qualification aligned with the Financial Sector Conduct Authority requirements FAIS Fit and proper requirements
• RE 5
• Valid Code 8 driver license
• At least 2 years current experience as active financial planner

• Entry level

• Full-time

• Finance and Sales

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Direct message the job poster from Standard Bank South Africa

Company Description

At Standard Bank Financial Consultancy, we strive to create an environment that brings out the best in our people to passionately serve our clients, deliver operational excellence and contribute to achieving sustainable growth. We are committed to driving growth .Our dedication ensures we provide exceptional services and innovative financial solutions to our clients.

Role Description

This is a contract role for a Executive Financial Advisor. The Financial Advisor will be responsible for providing clients with expert financial advice and personalized financial plans. Key tasks include financial planning, retirement planning, and investment advisory services. This hybrid role is located in Cape Town but allows for some work from home flexibility.

Qualifications

• Expertise in Financial Planning and Retirement Planning
• Experience minimum 2 years as a Financial Planner
• Strong Financial Advisory skills
• Excellent communication and interpersonal skills
• Ability to work independently and in a hybrid work environment
• Bachelor's degree or Diploma in Finance, Economics, or a related field ( minimum 120 credits )
• Relevant certifications (RE5 , COB) is compulsory

• Seniority level Entry level

• Employment type Contract

• Job function Finance and Sales

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Financial Advisors – It is Time to Own Your Clients and Take Full Ownership of Your Book

Are you looking for a model that puts you first? This opportunity removes the middleman and gives you complete control of your client relationships and your future.

Key highlights:

- You own your book – always.

- No desk fees – only a shared platform subscription.

- Clients remain yours, even if you choose to leave.

- Your name, your brand – no corporate email.

- Among the highest commission splits in the independent space

This opportunity is backed by respected industry leaders and offers access to exclusive products, passive income streams, and real-time commission tracking.

This is a commission only role!

If you're ready to take control of your career, get in touch. Send a direct message or email your CV to

• Please feel free to share this with anyone in your network who may benefit.