Ma
Posted:
February 28, 2026
Location:
Irene, Irene, South-Africa
Job Description
Minimum Requirements
- Minimum 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 prob...
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Submit your application for the Financial Planner position at Marvel Placement Consultants.
Apply Now Save for LaterJob Overview
Job Type:
Full-time
Location:
Irene, South-Africa
Posted:
February 28, 2026
Deadline:
April 09, 2026