Financial advisor/planner

SUMMARY:
financial advisor/planner

POSITION INFO:

Role Overview
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, you’ll 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.

Requirements

• Independent contractor
• Matric certificate.
• FAIS-recognised qualification (NQF5 or higher).
• RE5 certification.
• COB certification (especially 3 & 7).
• 1–3 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.

Remuneration & Benefits

• 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.

Core Competencies

• Collaborates – Contributing independently.
• Being resilient – Contributing independently.
• Drives results – Contributing independently.
• Cultivates innovation – Contributing independently.
• Customer focus – Contributing independently.

If you are looking for an opportunity to build a sustainable, future-proof business, supported by industry-leading tools, a respected brand, and a franchise environment that values professional excellence, please forward your CV to: