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Trainee Financial Planner / Financial Advisor

Financial Planner

Port Elizabeth, Eastern Cape

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Salary not listed

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).

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Finance and accounting roles cover bookkeeping, accounts, payroll and qualified accountants, a stable career path in every SA city.

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

Found on Indeed · Posted 1 months ago · Last checked 1 months ago

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?

Tap "Apply on Indeed" to open the original listing, where you can read the full description and apply directly. JobsZA never charges you to apply, and you should never pay money to get a job.

Found on Indeed · Posted 1 months ago

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