Financial Advisor
- Randburg, Johannesburg
- Permanent
- Full-time
- Provide financial planning and advice to individual and corporate clients.
- Build and manage a sustainable book of business.
- Conduct client reviews, needs analysis, and provide tailored wealth solutions.
- Adhere to the company's compliance and professional standards.
- Continuously stay up to date with industry regulations, trends, and company platforms.
- Participate in branch activities, training, and client events.
- RE5 qualification (Compulsory)
- CFP® designation (Certified Financial Planner) - Advantageous
- Proven track record in financial advice or wealth management
- Strong understanding of investment products, estate planning, risk cover, and retirement solutions
- Ability to build and maintain a client base
- Excellent communication, networking, and interpersonal skills
- Compliance and regulatory awareness in financial services
- Self-driven with an entrepreneurial mindset
- Revenue split: 50% Advisor / 30% Head Office / 20% Branch
- Full use of company's infrastructure including:
- Office space & meeting facilities
- Administrative and compliance support
- Access to company platforms, investment tools, marketing/events
- Equity participation in company - become a stakeholder in the business
- Full ownership of your income stream and client book
- Receive financing and a basic monthly income from Head Office
- Pre-allocated client book from Directors and Head Office
- Option to buy back your client book after a defined period
- Ideal for advisors needing support in the early stages of practice growth
Shortlisted applicants will be contacted within 2 weeks, if you do not hear from us by then your application for this position was unsuccessful, but you have been added to our database for future vacancies.
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