Financial Planner

Recruiter:

SHE Recruits

Job Ref:

CPT001139/BS

Date posted:

Thursday, September 11, 2025

Location:

Johannesburg, South Africa

Salary:

500 000 Annually

SUMMARY:
Our client, an authorised franchise of one of South Africa’s most reputable insurance companies, is looking for a driven and entrepreneurial Financial Planner to join their dynamic team in Rosebank (hybrid, work from home offered).
This is an exciting opportunity for an experienced Financial Planner who is passionate about building their own business within a trusted, supportive environment.

POSITION INFO:

About the Role

As a Financial Planner, you will work with mid- to high-level market clients, providing expert advice and tailored solutions across insurance and financial planning. You will have the unique opportunity to grow your own client book, supported by the strength of a respected national brand and a partner-focused franchise model.
This role is commission-based with a generous 80% commission share to the planner and 20% to the franchise, giving you the freedom and rewards of entrepreneurship with the backing of a leading institution.

What We’re Looking For

We are seeking professionals who are self-motivated, client-focused, and eager to take control of their earning potential.
Requirements:

Minimum RE5 certification
Class of Business 3 & 5 completed
NQF5 qualification
CFP designation (advantageous but not required)
Demonstrated success in selling to the mid to high-level insurance market
Strong entrepreneurial mindset and desire to build your own business

What’s on Offer

Settling-in fee of R50,000 to cover training period expenses
Work on a hybrid model between home - the office in Rosebank and clients
Training and onboarding through a comprehensive academy
Industry-leading brand reputation and support
A partnership model – you’re not an employee, but a business partner building your own financial planning practice
Commission structure of 80% (planner) / 20% (franchise)

Who This Role Suits

This role is perfect for an ambitious financial professional who wants to:

Escape the limitations of traditional employment
Leverage a reputable brand to grow their own book of business
Be rewarded directly for their efforts and client relationships
Build a long-term, sustainable financial planning practice

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Financial Planner

About the Role

What We’re Looking For

What’s on Offer

Who This Role Suits

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