Financial Planner | Durban

📢 Financial Planner – Hybrid Role | Durban

 

We’re looking for an experienced Financial Planner to join a dynamic team! This hybrid role (only one office day per week) offers a basic salary + earnings linked to portfolio growth.

 

🔹 Key Responsibilities:

✅ Provide investment, tax, and insurance advice

✅ Build and maintain a strong client base

✅ Conduct financial needs analyses & create tailored financial plans

✅ Meet an annual AUM target of ±R35 million

 

🔹 What You Need:

✔️ 5-10 years of financial advisory experience

✔️ RE5 certification (CFP® is a plus)

✔️ Strong client relationship & business development skills

✔️ Knowledge of XPlan or similar financial planning tools

 

Ready for a flexible, high-growth opportunity? Apply NOW!