Financial advisor/planner
Makhontsha PTY (LTD)
- Johannesburg, Gauteng
- R25,000 per month
- Permanent
- Full-time
My client is seeking experienced, entrepreneurial Financial Planners/Advisors who are ready to take ownership of their growth. We are looking for dedicated, high-performing professionals who want to build thriving, future-ready practices. Backed by a trusted brand, a comprehensive suite of financial products, and robust business support, youll be able to focus on delivering exceptional advice while confidently scaling your client base.Key Responsibilities
- Conduct thorough financial needs analyses and prepare tailored financial plans.
- Provide advice and implement solutions across investments, insurance, retirement planning, and wealth transfer.
- Educate and empower clients to make informed financial decisions.
- Grow and manage a profitable practice through disciplined business development activities.
- Ensure strict compliance with FAIS, FICA, and other relevant regulations.
- Consistently achieve and exceed agreed production and activity targets.
- Build and maintain a high-quality client base through targeted prospecting, networking, and referrals.
- Deliver holistic financial solutions to meet clients evolving needs.
- Conduct regular client reviews to keep plans on track and strengthen long-term relationships.
- Independent contractor
- Matric certificate.
- FAIS-recognised qualification (NQF5 or higher).
- RE5 certification.
- COB certification (especially 3 & 7).
- 13 years of proven experience in financial planning or advisory.
- Strong track record in client acquisition and retention.
- Self-driven, entrepreneurial mindset with the discipline to run and grow a business.
- Settling-in allowance: R25,000 per month for the first 2 months (training phase).
- Earnings model: Performance-based commission structure.
- Incentives: Participation in the Channel Performance Incentive and Franchise Incentive programmes, rewarding top performers for sustainable business growth.
- Collaborates Contributing independently.
- Being resilient Contributing independently.
- Drives results Contributing independently.
- Cultivates innovation Contributing independently.
- Customer focus Contributing independently.
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