Financial Planner: Employee Benefits
Agriculture, Agribusiness
Minimum Requirements
- Qualifications: National Senior Certificate (relevant post-matric qualification / certificate will be beneficial).
Responsibilities
- Senwes is seeking a Financial Planner: Employee Benefits to provide compliant, high-quality financial advice focused on employee benefits.
- The role includes advising on retirement funds, group risk benefits (life, disability, funeral), and tax-efficient financial planning.
- The successful candidate will drive employee education, engagement, and informed decision-making, ensuring alignment with relevant legislation and company policies.
- Key Duties and Responsibilities Deliver engaging financial education sessions and personalised advice to employees, promoting informed decision-making and financial wellness.
- Provide holistic financial planning and advisory services across risk, investments, and employee benefits, aligned with regulatory requirements.
- Build and maintain strong client relationships through regular engagement, annual reviews, and proactive support to ensure high retention and satisfaction.
- Identify and develop new business opportunities by expanding client portfolios, offering tailored solutions, and enhancing shareholder value.
- Maintain accurate records, track performance metrics, and ensure compliance with relevant legislation and company standards .
