837 Retirement Planner jobs in South Africa

Overview

Who are we?
Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re about building strong, lasting relationships with our financial advisors. We aim to help our financial advisors realise their worth and achieve their goals in career and personal development. We value every contracted person and aim to recognise, respect and reward their capabilities.

What will you do?
The role provides new and existing clients with professional and relevant financial advice, planning and products (sales) that meet their needs. You will procure sustainable business of high quality in line with business targets, maintain and service clients as part of a long-term relationship, and operate in a compliant and ethical manner to build and sustain the Sanlam Group business and brand.

1. Assist in growing the Sanlam Adviser Business
   • Be committed to the marketing plans and targets for growing and developing the business as set by the distribution strategy.
   • Apply knowledge of market segmentation and customer profiles to support sales and growth within the defined market.
   • Undertake relevant behaviours to attain targets related to revenue generation (single and recurring premiums), activity quotas, promoting the Sanlam brand, and treating customers fairly in all engagements.
   • Align the role with your personal career aspirations.
2. Networking, prospecting and leads generation
   • Face-to-face interactions, social or business, to create business opportunities.
   • Prospect new clients through creative opportunities such as networks, associations or presentations.
   • Turn trusted relationships into business relationships and strengthen existing relationships by increasing service levels.
   • Use existing sources to establish opportunities across Sanlam businesses and develop personalised client value propositions.
   • Marketing on social media and undertaking client-focused activities to generate leads.
   • Identify marketing gaps and sales opportunities within the defined market; structure and implement focused campaigns.
   • Request active leads and referrals; monitor client activities such as maturities, cancellations or surrenders.
3. Client consultations and sales
   • Ensure all client interactions are compliant with disclosures and provided information.
   • Conduct comprehensive fact-finding and document findings; perform a financial needs analysis to assess the client’s full financial situation (paraphrasing with support where applicable).
   • Provide sound personal financial planning advice and present solutions aligned to Treating Customers Fairly.
   • Use processes and tools to capture analysis information and update records; review the client’s portfolio annually.
4. Client Service
   • Ensure all client interactions are ethical, courteous and professional; resolve queries via back-office support.
   • Strive for excellent, value-added service to retain clients and avoid competitor products.
   • Engage in continuous learning to service clients within the defined market and initiate long-term relationships.
5. Monitor, update and reporting (weekly/monthly)
   • Document and present activities: number and profile of contacts, appointments, consultations, issued business and revenue against targets.
   • Update client details and ensure appropriate workflow entries in the system.

Grade 12
FAIS "Fit and Proper" requirements and Regulatory Examination completed if registered with FSCA for more than 24 months.

• Financial advice and support
• Production target achievement and budgeting
• Compliance and risk management
• Client relationship management
• Financial planning and recommendations

• Communicates effectively
• Tech savvy
• Action oriented
• Interpersonal savvy
• Persuades

We’re about building strong, lasting relationships with our employees. We support your career, personal development and aspirations. Sanlam provides opportunities for growth through its clusters and brands.

• Collaborates
• Being resilient
• Drives results
• Cultivates innovation
• Customer focus

The shortlisting process will start after the application due date. Progress depends on confirmation from managers.

The Sanlam Group is committed to transformation, diversity and creating an inclusive, equitable work environment as part of a thriving and sustainable business in South Africa.

Envestpro Cape Town, Western Cape, South Africa

Envestpro is growing to meet the increasing demand for personalised, future-focused financial solutions. We’re expanding our elite team and looking for driven, entrepreneurial go-getters who want more than just a job, they want a career that changes lives (including their own).

As a Financial Advisor at Envestpro, relationships are at the heart of what you do. You’ll work closely with clients to understand their unique circumstances, protect what matters most to them, and create strategies that mitigate risk and build wealth that lasts for generations.

• Build long-term, trust-based relationships with your own client base.
• Help individuals, families, and businesses safeguard their financial security while planning for a prosperous future.
• Receive in-depth training, hands-on mentoring, and a proven process that equips you for success.

Whether you’re experienced in sales or ready to channel your ambition into the financial services industry, this role offers the platform, the tools, and the network to thrive.

• Fast-Track Career Growth: Structured training, mentoring, and the potential to grow into senior advisory or leadership roles.
• A Winning Culture: Work alongside top performers who push you to be your best while celebrating every win.
• Recognition: We value excellence — from performance incentives to national recognition events.

If you’re resilient, self-motivated, and committed to helping clients protect what they’ve built and create the wealth they dream of passing on, this is where you belong.

Location: Century City, Western Cape (must commute or relocate)

Experience: Minimum 2 years in sales (required)

We’re looking for relationship builders, problem solvers, and self-starters who can thrive in a professional, high-performance environment.

• South African citizenship with a Matric certificate
• A clear ITC and criminal record
• Your own laptop and reliable vehicle
• At least 2 years’ working experience (any industry)
• A friendly, professional presence and a natural ease with people
• An entrepreneurial spirit and the confidence to work independently
• A proven track record of achieving goals
• A hunger to learn and grow
• A strong personal and professional network

What sets you apart is more than your tools — it’s your mindset.

Company Description

At The Legacy Planning Institute, we understand that life is a journey filled with uncertainties. Our mission at LPi is to guide you through the intricate landscape of legacy planning, ensuring that your story is written on your terms. We specialize in providing expertise and strategic foresight in legacy planning to help you achieve your goals. Join us in shaping a secure and well-planned future.

This is a full-time role for a Financial Advisor. The Financial Advisor will be responsible for offering personalized financial planning, retirement planning, investment advice, and financial advisory services to clients. We will be operating from JHB as well as PTA. The Financial Advisor will work closely with clients to develop customized strategies to meet their financial goals and needs.

• Financial Planning, Retirement Planning and Financial Advisory skills
• Knowledge and experience in Finance and Investments
• Excellent interpersonal and communication skills
• Strong analytical and problem-solving abilities
• RE5 required
• Certified Financial Planner (CFP) designation or similar certification is a plus
• Proven track record of successful client relationships

Overview

We’ve got positions available for Financial Advisors / Sales Agents in the Western Cape.

Company: SureX (Cape Town and surrounds)

• Selling long-term insurance policies
• Conducting financial needs analyses to understand customer requirements
• Meeting set KPI’s
• Going the “extra mile” to meet sales targets and to obtain referral sales

• Own Transport (vehicle)
• Matric certificate (essential)
• RE5 and full FAIS accreditation (essential)
• Laptop/Tablet
• Previous sales experience in finance/banking/insurance sector
• Ability to work in a high stress environment

• Excellent communication skills (verbal and written)
• Multilingual (advantageous)
• Strong interpersonal skills
• Ability to present products or services in-person or telephonically
• Excellent negotiation, objection and conflict handling skills

This is a 100% commission position - if you follow your team leader's example and reach your targets you can earn anything from R25 000 per month up to a whopping R200 000 per month - our top 20 agents earn on average about R100 000 per month.

If you are eager and a hard worker you can earn a lot of money - we will teach you everything you need to know.

• If you feel that you are up for the challenge, please send your CV to

• Entry level

• Full-time

• Finance and Sales
• Industries: Insurance

Referrals increase your chances of interviewing at SureX Life by 2x

Company Description

Metropolitan Life, part of Momentum Group Limited, is a licensed life insurer and financial services provider in South Africa. With over 125 years of experience, Metropolitan serves and empowers South African communities with accessible financial solutions. The company believes in financial literacy and expert advice to enable financial progress for all South Africans.

This is a full-time on-site role for a Financial Advisor located in Thohoyandou. The Financial Advisor will be responsible for financial planning, finance management, retirement planning, investment advice, and providing financial advisory services to clients.

• Financial Planning and Finance skills
• Retirement Planning and Investments expertise
• Financial Advisory experience
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal abilities
• Relevant certifications such as CFP or CFA are a plus
• Bachelor's degree in Finance, Economics, or related field

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

Opportunity for elite and professional Financial Advisers to continue to build your business.

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals.

Minimum requirements (not negotiable):

• RE for Representatives
• NQF 5 in Wealth Management or Financial Planning
• 2 years’ experience as a Financial Adviser
• Proven track record
• South African resident
• Driver’s License
• Own Car
• Own cellphone
• Clear Criminal and Credit records
• The ability to provide excellent advice and service to clients
• Socially oriented and ability to build relationships
• Accountable and responsible
• High level of integrity and honesty
• Willingness to learn and gain knowledge

Package & Remuneration

Commission

PLEASE NOTE : Only suitably qualified candidates will be contacted.

• Mid-Senior level

• Full-time

• Marketing and Sales

• Financial Services and Insurance

Referrals increase your chances of interviewing at Discovery Limited by 2x

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Financial Advisor - Paarl

If you are passionate about helping clients and have can-do attitude required to write your own pay cheque, this opportunity is for you!

Job Requirements

Personal interaction (telephonic and/ face-to-face) with clients and potential clients with regards to various Old Mutual products and services relating to financial wellbeing.
Correspond and liaise with client.
Proactively seek new clients / business opportunities.
Build and maintain relationships with client. Required Qualifications & Experience.
Matric / Grade 12.
Good working knowledge of MS Excel, Outlook and Teams.
Client Service experience.
Valid Driver’s license with own reliable Transport Necessary Skills & Attributes.
Target driven (related to new business)
Ability to build and nurture relationships with clients
Strong Sales Ability / Ability to influence.
Active listening skills with the ability to communicate effectively both verbally and in writing in English and Afrikaans.
Attention to detail.
Commission Based

Full Time

Paarl

Please sent your Curriculum vitae to

Job Types: Full-time, Permanent

Application Question(s):

Do you have your own transport or a transport to use for this position?
Do you have sales experience?
Education:

High School (matric) (Required)
Work Location: In person

Overview

FinGlobal Hermanus, Western Cape, South Africa

FinGlobal assists clients in safely moving their money from South Africa in a cost-effective, time-efficient, and tax-compliant manner. In times of change and uncertainty, FinGlobal offers clarity and a way forward with personalized financial emigration plans. By leveraging in-house expertise, FinGlobal ensures that these plans are carried out safely, efficiently, and compliantly. Our focus is on reducing risks, lowering stress levels, and providing confidence for the future.

This is a full-time, on-site role for a Financial Advisor located in Hermanus. The Financial Advisor will be responsible for developing personalized financial plans, advising on investments, retirement planning, and other financial matters. Day-to-day tasks include meeting with clients to understand their financial goals, formulating financial strategies, managing investment portfolios, and providing ongoing financial advice and support. The role requires maintaining up-to-date knowledge of market trends and financial regulations to ensure the best possible advice and service to clients.

• Meet with clients to understand their financial goals and develop personalized financial plans
• Advise on investments, retirement planning, and other financial matters
• Develop and implement financial strategies and manage investment portfolios
• Provide ongoing financial advice and support; stay up-to-date with market trends and regulatory changes

• Financial Planning and Financial Advisory skills
• Expertise in Investments and Finance
• Knowledge and experience in Retirement Planning
• Excellent interpersonal and communication skills
• Ability to work independently and as part of a team
• Bachelor's degree in Finance, Economics, or a related field
• Certified Financial Planner (CFP) designation is a plus

• Entry level

• Full-time

• Finance and Sales

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