A unique opportunity is available for experienced financial advisers to expand and secure their practice within a national distribution network, affiliated with one of the largest financial services organisations in Africa. This role offers a customisable, market-leading value proposition, designed to support advisers in providing exceptional financial solutions to clients within a sustainable, adviser-first model.
Financial advisers will benefit from minimized administrative burdens, optimized client introductions, and effective cost management. This partnership allows advisers to focus on delivering comprehensive financial advice, backed by extensive operational and market resources.
Company Description: This leading financial services partnership is closely aligned with Africa’s largest financial services organisation. The collaboration provides access to a full suite of personal and business risk solutions, local and offshore investment products, banking services, legal support, and practice-building resources. The consistent growth stems from a strong partnership network and value proposition, helping advisers achieve sustained practice growth and earnings.
The partnership specialises in tailored financial solutions designed to meet the individual needs of clients across retail, affluent, and business assurance sectors. With a seasoned operational team supporting a national footprint, it delivers superior services to both advisers and their clients.
Key Responsibilities:
Deliver personalized financial planning services to clients.
Manage stakeholder relationships within branches and across the group.
Advise clients on wealth protection and wealth creation strategies.
Provide corporate benefits and business assurance services.
Maintain strong client relationships through consistent practice management advice.
Qualifications & Skills:
Financial Services qualification (RE and CBT).
Minimum of 2 years' experience in financial planning, investment management, and/or insurance.
2 years post-DOFA supervision completion preferred.
Excellent communication, presentation, and relationship-building skills.
Strong analytical and problem-solving capabilities.
Ability to work independently while effectively managing time and resources.
Meticulous attention to detail and excellent organizational skills.
Experience with financial planning software and tools.
Commitment to continuous professional development and staying current with industry advancements.
Benefits:
Access to market-leading brands and resources from prominent financial institutions.
Independence as a financial adviser, paired with the security and support of a corporate network.
A collaborative team environment of qualified specialists, ensuring the best possible service for clients.
This role is ideal for financial advisers seeking to scale their practice while enjoying the benefits of both independence and corporate support. Join a high-performing team dedicated to excellence in financial advisory services.
