Executive Financial Advisor

SUMMARY:
Executive Financial Advisor

POSITION INFO:

About the Opportunity

Are you an experienced, client-centric Financial Advisor looking to elevate your career within a prestigious, award-winning wealth management practice?

On behalf of our client—an elite, independent, and award-winning FPI Approved Professional Practice™—we are seeking dynamic Financial Advisors (Investment Specialists) across Gauteng, Western Cape, and KwaZulu-Natal.

This is an exceptional opportunity for an advisor who wants to focus on what they do best: building client relationships and delivering expert financial advice, backed by an industry-leading support structure.

Why Join This Practice?

Unlike traditional tied environments, our client offers a truly independent advisory platform with top-tier operational and administrative backing:

• Unmatched Administrative Support: Dedicated Service Managers and Service Consultants handle quote generation, client onboarding, and application submissions so you can focus on clients.

• Dedicated Research & Paraplanning: Access high-quality market insights, economic reports, estate plans, and investment proposals prepared by in-house paraplanners.

• Strong Lead Generation & Marketing Support: Benefit from active corporate account leads, client appreciation events, media visibility (TV/Radio/Articles), and newsletter campaigns.

• Full Tech & Compliance Suite: Receive advanced financial planning software, a CRM system, full laptop/office setup, and guidance from Key Individuals and Practice Managers.

• Professional Growth: Full coverage for industry affiliations (FPI, FIA, IoDSA), ongoing workshops, and CPD development.

Key Responsibilities

• Deliver holistic financial, retirement, and tax planning tailored to individual client goals.

• Design, implement, and monitor personalized investment strategies and portfolios.

• Educate clients on market trends, economic changes, and broad financial literacy.

• Maintain strong, long-term client relationships through proactive communication and ethical advice.

• Expand your network and leverage internal lead channels to scale your business.

Requirements & Qualifications

• Experience: Minimum of 5 years of experience as a Financial Advisor.

• Education: Bachelor’s Degree in Financial Planning or a related commercial field.

• Regulatory: RE5 (Regulatory Examination 5) certification is mandatory.

• Professional Designation: CFP® (Certified Financial Planner) designation is strongly preferred.

• Tech & Skills: Proficient in MS Office 365, outstanding presentation and active listening skills, strong attention to detail, and a goal-oriented mindset.

• Mobility: Must possess own reliable transport.