Financial Planner
Senwes
Senwes is one of the leading agricultural companies in South Africa, with clients symbolising the heart of the company. The company is deeply rooted in agriculture and has a rich and proud history that extends over a period of 114 years. The Senwes Group of companies is supported by three pillars - Input Supply, Financial and Technical Services and Market Access in the Northwest, Free State, Gauteng, Mpumalanga, KwaZulu-Natal, Eastern Cape, Northern Cape and Western Cape provinces. The Senwes Group has an integrated business model to facilitate its core objective of making a meaningful contribution to food security in South Africa in a sustainable manner. Key Duties and Responsibilities Manage and optimise an allocated client portfolio by conducting structured engagements, segmenting clients based on value and needs, and ensuring all client information is accurate, up to date, and aligned to service expectations. Provide holistic financial planning services across long-term insurance and investment solutions by following a structured advice process, identifying client needs, and delivering suitable, compliant recommendations to both internal and external clients. Maintain strong, ongoing client relationships through regular reviews, proactive communication, and timely resolution of queries, while monitoring portfolio performance and implementing strategies to improve client satisfaction and retention. Drive new business opportunities and maximise shareholder value by identifying cross-sell and upsell opportunities, expanding the client base, and delivering tailored financial solutions aligned to different life stages and client goals. Requirements Qualifications and experience: RE5 qualification (Regulatory Examination). Recognised qualification as per FSCA requirements for Life and Investment business. Minimum 3 - 5 years' relevant experience in Long-Term Insurance and Investment classes of business. Skills: Financial planning and advisory expertise. Strong knowledge of FAIS, and regulatory compliance frameworks. Client relationship management and stakeholder engagement. Analytical thinking and financial needs analysis. Attention to detail and high levels of accuracy. Closing date: 30 September 2026
R 90,000 - 120,000 per month
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