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Financial Planner (Training provided)

📍 Location
durban
⏰ Job Type
Full-time
📅 Posted
June 09, 2026

About the Role

Are you driven & professional with a talent for building relationships, a knack for businessand a passion for helping others? As a Financial planning specialist, you'll play a pivotal role in assessing the financial needs of individuals and businesses.

Qualifications

  1. Tertiary qualification is highly preferable (Matric is essential).
  2. A minimum of three years’ full-time working experience in a client facing environment.
  3. Previous experience in external / outbound sales is a big advantage.
  4. Own vehicle and valid driver's license is a non-negotiable requirement.
  5. Ability to network, prospect and build relationships.
  6. Ability to work independently.
  7. Clear credit and criminal record is needed.
  8. Career driven person with strong entrepreneurial drive and excellent interpersonal skills.

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