Financial Advisor

Are you a Certified Financial Planner® (CFP®) with a solid foundation in paraplanning and a passion for holistic client ownership? Ready to take the pivotal step from support to lead advisor with a premier independent financial planning firm?

A top-tier financial planning practice known for its values of Caring, Creative, Accurate, and Qualified is seeking a highly competent Junior Financial Advisor to join our team. This role is the critical bridge between technical expertise and full advisory responsibility, offering you a clear path and dedicated mentorship toward becoming a Senior Financial Planner.

Responsibilities:

1. Client Portfolio Ownership

• Manage & Grow: Manage and grow a dedicated portfolio of clients, serving as their primary point of contact.
• Advisory Leadership: Lead client meetings (with guidance where required) and present tailored financial planning solutions.
• Relationship Building: Build long-term client relationships through proactive communication and responsive service.

2. Holistic Financial Planning & Delivery

• Comprehensive Advice: Prepare and deliver holistic financial plans, advice agreements, and supporting analyses across investments, risk, retirement, and estate planning.
• Technical Excellence: Conduct detailed portfolio reviews, asset allocation analyses, and scenario modeling, utilizing advanced software (e.g., Xplan, Xtools, Asset Map).
• Compliance: Ensure complete compliance with all regulatory requirements, including FAIS, FIC, POPIA, and TCF, in every aspect of advice delivery.

Qualifications and Experience:

• Certified Financial Planner® (CFP®) designation.
• Postgraduate Diploma in Financial Planning (NQF 8).
• Essential Regulatory Examinations (RE5) completed.

Experience:

• Minimum 2 years’ client-facing experience in financial services.
• Demonstrable previous paraplanning experience in a financial planning environment.

Growth Mindset: 

 

• A commitment to continuous professional development (CPD) and progression toward senior planner responsibilities.