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Financial Planner Based in Rustenburg/Brits/Alberton/Krugersdorp Area. Start Date: Immediately 100% commission-based - South Africa

CRD Recruitment Solutions

Main Job Purpose We are seeking a Financial Planner to assist clients in managing their financial affairs. You will serve as a trusted advisor, guiding them through investments, cash flow, savings, and debt management. The ideal candidate will be a skilled communicator with a background in financial planning and business development. If you are analytical, detail-oriented, and dedicated to customer service, we would love to hear from you. Your primary objective will be to help clients make informed and profitable financial decisions to achieve their goals. This position offers the flexibility to work from home, provided you remain productive and committed. You will be required to visit clients in person, necessitating some travel. As this role is 100% commission-based, you will need to source your own clients. Additionally, you will be expected to attend a monthly meeting at our office in Krugersdorp. Job Description • Analyse clients' financial statuses (e.g. income, expenses and liabilities) • Examine and suggest financial opportunities (e.g. insurance plans, investments) • Develop sound plans and budgets for clients • Customize financial plans according to clients' changing needs • Help clients implement their plans and carry out transactions • Present and sell suitable financial products and services • Find and approach prospective clients • Build strong relationships to retain existing clients • Maintain updated knowledge of regulations, practices and financial products Minimum Requirements 1. Driver's License and Personal Vehicle. 2. Matric. 3. Experience with Financial Planning will be beneficial. 4. Ambition and Strong Work Ethic. 5. Exceptional People Skills and Telephone skills. Salary: You will be working on 100% commission (The harder you work the more you get paid ) Apply Now
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