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.
Qualifications: National Senior Certificate (relevant post-matric qualification / certificate will be beneficial).
Requirements: 1 – 2 years’ experience in Employee Benefits Administration
Skills: Financial advisory expertise. Client relationship management. Communication & facilitation. Analytical thinking. Regulatory and compliance knowledge. Problem-solving and adaptability. Attention to detail.
Closing date: 31 May 2026
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- We are committed to transformation through the appointment of persons from designated groups and potential candidates from these groups will enjoy preference.
- Kindly note that a consumer credit record will be requested in respect of all appointments which involve dealing with cash or finances.
- Should we not have contacted you within six weeks of the closing date, you may assume that your application has been unsuccessful.
