Financial Planner: Employee Benefits

Senwes Ltd. is hiring for the Financial Planner: Employee Benefits role in Klerksdorp. The role closes on 2026-05-31. Applicants should review the requirements and apply through the official vacancy page.

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 .