Our client is an independent financial advisory business offering advisers the opportunity to build and grow their own practice while benefiting from company-generated leads, operational support, and access to a wide range of financial products. This role is ideal for a driven and client-focused Financial Adviser who is passionate about helping individuals and businesses achieve their financial goals.

Key Responsibilities

• Conduct comprehensive financial needs analyses with prospective and existing clients.
• Provide professional advice and recommend suitable financial solutions based on clients' individual needs and objectives.
• Build and maintain long-term client relationships through regular reviews and ongoing service.
• Convert company-generated leads into active clients while also developing your own pipeline of business.
• Identify opportunities across various financial planning areas, including investments, risk cover, retirement planning, and wealth protection.
• Ensure all advice and recommendations comply with relevant regulatory and compliance requirements.
• Maintain accurate client records and documentation.
• Stay up to date with industry developments, products, and legislative changes affecting financial planning.

Requirements

• RE5 qualification (essential).
• NQF Level 5 qualification in Insurance or a related Financial Services qualification.
• Minimum 2 years' experience within Financial Services, Insurance, Wealth Management, or Financial Advisory.
• Strong understanding of financial planning principles and client relationship management.
• Excellent communication, presentation, and interpersonal skills.
• Ability to work independently and manage your own schedule.
• Self-motivated, entrepreneurial, and target-driven mindset.

What the Company Offers

• Company-generated leads to support business development.
• Flexible working environment.
• Access to a broad range of financial products and solutions.
• Ongoing operational, compliance, and administrative support.
• Opportunity to build and grow your own client base and earning potential.

Remuneration

• Onboarding incentive of R10,000 per month for the first 2 months.
• From month 3 onwards, remuneration transitions to a commission-based structure.
• Significant earning potential for high-performing advisers through new business generation and ongoing client retention.

Ideal Candidate

The successful candidate will be a proactive and relationship-driven Financial Adviser who enjoys engaging with clients, identifying financial needs, and providing tailored solutions. This role would suit someone looking for greater autonomy, access to quality leads, and the opportunity to significantly increase their earning potential through performance.