Wealth Planner (Sales & Advice)

Are you ambitious, driven, and done settling for average? This isn’t a typical role—we’re looking for entrepreneurial, self-led individuals who know how to build strong networks and want their results to speak for themselves. If you’re serious about success and ready to take ownership of your future, you’ll fit right in.

This role is a launchpad for a long-term, professional career in a high-performance corporate environment. You’ll receive full training, one-on-one mentorship, and the opportunity to work towards a sought-after post-graduate qualification — all while building your own client base and brand.

Excellent opportunities for advancement and growth within a large financial group.

Duties & Responsibilities:

• Network and prospect to secure new clients

• Help clients understand their financial goals and create clear, actionable plans to reach them

• Project future outcomes based on their savings and investments

• Safeguard your clients by ensuring they are covered for any financial risks that may arise.

• Recommend adjustments and do regular reviews

• Support retirement planning and long-term financial security

• Guide both individuals and businesses in making smart, informed financial decisions

You'll also:

• Work closely with business clients to shape financial strategies that support sustainable growth

• Be part of a respected team with ongoing support and training

• Build a career that offers real purpose, personal development, and long-term earning potential