Gauteng: Experienced Financial Planner posted by Sixty60 Recruitment

About the role
Are you a self-driven financial adviser ready to take control of your career with the backing of powerful technology, proven systems, and a team that supports your success?

A tech-driven financial advisory practice based in Sandton, is looking for a passionate Financial Adviser who wants to build a scalable and sustainable financial services business – on their own terms.

With our tech-first approach and lead-generating support, we’re not just offering a job – we’re offering a platform to accelerate your career and income potential.

What Makes Us Different?

• All-in-One Tech Platform – Say goodbye to admin overload. Our system automates everything from lead management to proposal generation, giving you more time to focus on what matters – closing deals and serving clients.
• Lead Support Built In – We feed your pipeline with quality leads, backed by a CRM system that helps you manage your book like a pro.
• Training that Grows with You – Access continuous training, coaching, and development programs designed to keep you sharp and compliant.
• Uncapped Growth Potential – Whether you want to stay independent or eventually build your own team, our model supports your ambitions.

Key Responsibilities: 

1. Client Acquisition & Relationship Management

• Promote and sell a wide range of top-tier products including: risk, retirement, funeral and investment products
• Build strong relationships by conducting thorough needs analysis and offering tailored financial solutions
• Provide ongoing service and support to grow and retain your client base

2. Compliance & Process Excellence

• Adhere to FAIS and FSCA regulatory requirements
• Use our proprietary tech platform for client onboarding, tracking, and compliance
• Keep accurate, up-to-date records and documentation

What We’re Looking For: 

• 1-3 years’ experience in sales, ideally within financial services
• NQF Level 5 qualification (advantageous)
• RE5 Certification (advantageous)
• Completed class of business (preferred) 
• Clear criminal record and own reliable transport
• Proven track record of meeting or exceeding sales targets
• Excellent communication and interpersonal skills
• Driven, independent, and hungry to build your own successful practice

What You’ll Get

• Onboarding & Accreditation Support – Get trained and certified fast
• High-Quality Leads Provided – Jumpstart your pipeline from day one
• Access to Lifecheq CRM & Tech Platform – Your digital back office
• Sales Coaching & Mentorship – From experienced and well-known industry professionals
• Career Progression Opportunities – Build your book or lead a team

Start-Up Support: Basic salary to get you going + Commission

Flexible Hours & Hybrid Working – Work from home, in the field, or in the office

Please note: If you do not receive feedback within two weeks, unfortunately, your application was not successful on this occasion. We thank you sincerely for your interest in the opportunity.