Description:
Minimum RequirementsMinimum 35 years experience as a Financial Planner within a regulated financial services environment. Proven F&I advisory experience, including structuring insurance and investment portfolios. Relevant qualification in Financial Planning, Wealth Management, or related field. RE1 and RE5 certifications (advantageous). Strong knowledge of: Investment strategies and portfolio construction Life and risk insurance products Retirement and estate planning Wealth creation and preservation strategies Demonstrated track record of delivering high-level financial advice. Computer literacy: Microsoft Office Suite and CRM systems. Valid Drivers License and own reliable vehicle (essential due to roles travel requirements). Excellent communication, presentation, and client engagement skills. Strong analytical and problem-solving capabilities. Roles and Responsibilities
Partner with the Director to deliver comprehensive financial planning services. Conduct detailed financial needs analyses and risk assessments. Develop and present customised financial and F&I solutions. Advise clients on investment strategies, insurance structuring, risk mitigation, and wealth accumulation. Prepare and present financial proposals and portfolio review reports. Ensure compliance with FAIS regulations and company policies. Maintain and grow long-term client relationships through ongoing reviews and proactive service. Liaise with product providers, insurers, and strategic partners. Travel extensively to conduct client consultations and reviews. Closing Date:
Submissions for this vacancy will close on 27 February 2026, however you will still have the opportunity to submit your CV for this position till 21 March 2026.
Please Note:
Thank you for submitting your CV to Marvel Placement Consultants. We value your submission, and we try our utmost best to get back to each applicant. However, should your application be successful, we will be in contact with you. Should you not hear from us within two weeks of application, please consider your application unsuccessful. We are, however, recruitment specialists and will keep your details on our database for possible future opportunities.
PoPI Act:
Please note that Marvel Placement Consultants adhere to the POPI Act (Act No. 4 of 2013: Protection of Personal Information Act, 2013). Section 9 of PoPI states that "Personal Information may only be processed if, given the purpose for which it is processed, it is adequate, relevant and not excessive".
20 Feb 2026;
from:
gumtree.co.za