Role Overview

Senwes Limited needs a Financial Planner who can step into a practical role in South Africa. A key part of the work involves Financial Planner Deliver compliant, high-quality financial advice to an assigned existing client book, focused on long term insurance (risk cover) and investment solutions.

Key Responsibilities

Keep momentum on senwes is looking for a Financial Planner to provide compliant, high‑quality financial advice to an existing client portfolio, specialising in long‑term insurance (risk c.
Support the team by managing recognised qualification as per FSCA requirements for Life and Investment business.
Take ownership of Minimum 3–5 years' relevant experience in Long-Term Insurance and Investment classes of business.
Take responsibility for the core day-to-day work expected of a Financial Planner.
Work with colleagues, customers or suppliers to keep work moving and issues visible.

Requirements

3 to 5 years of relevant experience
Good planning habits, attention to detail and reliable follow-through.
Comfort working to agreed standards while adapting when operational needs change.
Relevant qualifications or certifications will strengthen the application where required by the employer.