Trainee Financial Planner / Financial Advisor
Financial Planner
Port Elizabeth, Eastern Cape
Finance and accounting roles cover bookkeeping, accounts, payroll and qualified accountants, a stable career path in every SA city.
This listing does not state a salary. As a guide, finance roles in South Africa typically pay R12 000 to R40 000 a month (indicative).
Job description
WE'RE HIRING | INSURANCE TRAINEE FINANCIAL PLANNER
Commission based uncapped earning potential after training!
Are you a Financial Planner / Financial Adviser/ Wealth Adviser / Broker or Financial Banking Consultant looking for your next opportunity?
We're seeking ambitious professionals who want to grow, build a client base, increase their income, and make a meaningful impact on clients' financial futures.
What You need
✅ Financial services experience
✅ Matric (Grade 12)
✅ Strong relationship-building skills
✅ Entrepreneurial mindset
✅Strong communication and people skills
✅Sales Experience
✅Self-motivated and goal-oriented
✅Professional appearance and attitude
✅ Passion for helping people achieve their financial goals
✅Willingness to learn and grow
✅ RE5 qualified preferred
What You'll Learn
✅Financial Planning
✅Wealth Creation Strategies
✅Investment Solutions
✅Retirement Planning
✅ Risk and Life Insurance Planning
✅ Client Relationship Management
✅ Business Development and Sales Skills
What we offer:
✅ Comprehensive Ongoing industry training and development
✅ Mentorship from experienced Financial Planners
✅ Professional development and career growth opportunities
✅ Assistance with industry qualifications and accreditation
✅ Competitive commission and incentive structure
✅ Marketing and business support
✅ Flexible work environment
Why Choose Financial Planning?
A career in financial planning offers the opportunity to:
✅ Make a real difference in people's lives
✅ Build a rewarding and respected profession
✅ Enjoy unlimited income potential
✅ Develop valuable business and leadership skills
✅ Create long-term career security
If you're ready to build a rewarding career with unlimited growth potential, we'd love to hear from you.
Send your CV to Norman@bweath.co.za
Pay: R12 000,00 - R100 000,00 per month
Work Location: In person
Good to know
What does this finance job pay?
This listing does not state a salary. As a guide, finance roles in South Africa typically pay R12 000 to R40 000 a month (indicative).
Do I need experience for finance jobs in Port Elizabeth?
This finance role may ask for some experience or a relevant qualification. Read the listing for the specifics before you apply.
How do I apply for this job?
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Found on Indeed · Posted 2 days ago