Wealth Planner - No experience required! (Full training and ongoing support and career development provided)

Introduction We are looking for aspiring and established Wealth Planners!

Are you passionate about people, financial wellness and making a meaningful difference in people’s lives? Do you want to help individuals, families and businesses make informed financial planning decisions that can transform their lifestyles, build and grow their wealth, protect what matters most and create a lasting legacy?

 

Then this is the profession for you!  You will love this career opportunity!

Join a team of successful Planners within our organisation and build a rewarding career in a profession that truly makes a difference. You will receive leading industry training, a dedicated mentorship programme, ongoing and structured support, and continuous development to help you build your career, develop, advance and ultimately thrive as a Wealth Planner.

 

Whether you are aspiring to enter the profession or are an established Planner looking for your next opportunity, we would love to hear from you.

Duties & Responsibilities

Provide sound, comprehensive financial advice and guidance to clients Educate, empower, coach and collaborate with clients to help them understand their financial circumstances, and make informed financial decisions to reach their short- medium, and in particular their long-term financial goals Meet with clients to form a customized financial outlook including budgets, expenses, income, insurance coverage, retirement planning, tax status, risk tolerance, investments and other elements to build a financial plan; ensure effective estate planning and implement the necessary steps for creating and accumulating wealth Review clients’ accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals Build and maintain strong relationships to retain existing clients Identify and cultivate new clients and be innovative in crafting solutions to improve their financial situation and change their lifestyles for the better Ensure that clients' financial goals are met, whilst fostering long-lasting relationships as their Financial Wellness Coach.

Requirements & Competencies

Matric essential Bachelor’s degree (Advantageous) Minimum 2 years work experience Own transport Valid driver’s license Own laptop  Clear credit history No criminal record

 

An ethical and professional approach to work A target-driven and a results-oriented mindset Self-starter with an entrepreneurial spirit Strong networking and relationship-building skills Effective time management and organizational skills Proficient numeracy skills Discretion and an understanding of the need for client confidentiality Excellent customer service skills Excellent active listening skill Proficient computer skills and easily adaptable to new systems

Package & Remuneration Market related

To be discussed at the Initial Interview

Unlimited earning potential

Interested? We are passionate about who we are, what we do, and the difference we make.

We live by our Vision Statement:

“Together, enriching people’s lives through the pursuit of meaningful experiences.”

 

Does this resonate with you? If you are looking for a career where you can make a meaningful difference in people’s lives, build lasting relationships and grow both personally and professionally, this could be the opportunity for you.

Apply Now and start your journey with us!