Job Title: Financial Planner Location: Gauteng, South Africa Reports To: Franchise Principal Email Applications To: vacancies@vizionfinance.co.za Job Overview Vizion Finance is looking for motivated, qualified Financial Planners to join our growing team. As a Financial Planner, you will offer bespoke financial advice and solutions tailored to individual and business clients, with the support of trusted products and a reliable brand. You'll play a key role in helping clients protect and grow their wealth while building long-lasting relationships. Key Responsibilities Identify client financial goals through in-depth consultations Offer suitable financial products and services across personal risk protection, investments, and business insurance Maintain a strong understanding of products offered by Old Mutual and other partners Assist clients with estate planning, retirement planning, and risk management strategies Build and manage a sustainable client portfolio Stay up to date with industry regulations and best practices Provide ongoing support, reviews, and communication with clients Meet sales targets and contribute to business growth initiatives Minimum Requirements Regulatory Exam (RE5) NQF Level 5 Wealth Management Qualification or equivalent Class of Business (COB) 3 & 7 Minimum of 1 year experience as a Financial Advisor or Planner Strong communication and interpersonal skills Self-motivated with a results-driven mindset Passion for financial literacy and helping clients succeed What We Offer Access to quality leads and marketing platforms Commission-based structure with performance incentives Ongoing training and development opportunities A collaborative, transparent, and supportive work environment The opportunity to work with a trusted partner—Old Mutual