Position Overview: We present a unique opportunity for experienced financial advisers to expand and secure their practice within our client’s national distribution network, affiliated with the largest financial services organisation in Africa. This role offers a customizable, market-leading value proposition, designed to support advisers in providing exceptional financial solutions to clients in a sustainable, adviser-first model.
The organisation 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, this ensure superior delivery of services to both advisers and their clients.
Key Responsibilities:
• Deliver personalised 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:
• 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.
Hyrbid work from home, commission based, own laptop and vehicle.
This role is ideal for financial advisers seeking to scale their practice while enjoying the benefits of both independence and corporate support. Become part of a high-performing team dedicated to excellence in financial advisory services.
