Are you a Certified Financial Planner® (CFP®) with a solid foundation in paraplanning and a passion for holistic client ownership? Ready to take the pivotal step from support to lead advisor with a premier independent financial planning firm? A top-tier financial planning practice known for its values of Caring, Creative, Accurate, and Qualified is seeking a highly competent Junior Financial Advisor to join our team. This role is the critical bridge between technical expertise and full advisory responsibility, offering you a clear path and dedicated mentorship toward becoming a Senior Financial Planner. Responsibilities: 1. Client Portfolio Ownership Manage & Grow: Manage and grow a dedicated portfolio of clients, serving as their primary point of contact. Advisory Leadership: Lead client meetings (with guidance where required) and present tailored financial planning solutions. Relationship Building: Build long-term client relationships through proactive communication and responsive service. 2. Holistic Financial Planning & Delivery Comprehensive Advice: Prepare and deliver holistic financial plans, advice agreements, and supporting analyses across investments, risk, retirement, and estate planning. Technical Excellence: Conduct detailed portfolio reviews, asset allocation analyses, and scenario modeling, utilizing advanced software (e.g., Xplan, Xtools, Asset Map). Compliance: Ensure complete compliance with all regulatory requirements, including FAIS, FIC, POPIA, and TCF, in every aspect of advice delivery. Qualifications and Experience: Certified Financial Planner® (CFP®) designation. Postgraduate Diploma in Financial Planning (NQF 8). Essential Regulatory Examinations (RE5) completed. Experience: Minimum 2 years client-facing experience in financial services. Demonstrable previous paraplanning experience in a financial planning environment. Growth Mindset: A commitment to continuous professional development (CPD) and progression toward senior planner responsibilities.

Financial Advisor Our client is seeking an experienced Financial Advisor to join their team in Johannesburg! What we offer: – Commission-based earning potential – Location: South of Johannesburg – Hybrid working model with flexibility for home working – Opportunity to build and grow your client portfolio – Career advancement in financial services What You’ll Do: – Provide clients with expert financial advice and planning – Create and manage comprehensive financial plans – Guide clients through investment options and strategies – Perform detailed risk assessments – Develop retirement planning strategies – Review and optimize client portfolios for asset growth – Conduct market research and financial analysis – Stay current with financial trends and legislation – Build and maintain strong client relationships Essential Requirements: – Minimum 2 years of financial planning at a registered financial service provider – Existing date of first appointment as representative with FSCA – Bachelor’s degree or diploma in finance, economics, risk management, business, insurance, or related field – Industry-approved qualification Core Skills Required: – Financial Planning and retirement planning expertise – Proficiency in finance, investment, and long-term risk insurance – Strong analytical and problem-solving abilities – Excellent interpersonal and communication skills – Ability to work independently and as part of a team – Experience in financial services or related fields

As a Financial Advisor, you will manage a portfolio of clients, provide ongoing financial planning support, and develop new business opportunities. You will offer advice on investment strategies, retirement planning, estate planning, and risk management, while ensuring compliance with all financial regulations. The role requires a confident, client-focused professional with strong technical and interpersonal skills. Key Responsibilities: Manage and review client portfolios, providing professional financial advice. Prospect and acquire new clients to grow the portfolio. Deliver financial products and services in a professional and client-focused manner. Collaborate with Financial Service Providers (FSPs) and internal departments to resolve client queries. Maintain regular client communication and build long-term relationships. Develop comprehensive financial plans tailored to client needs. Provide advice on investments, retirement planning, estate planning, and tax optimisation. Assess client risk profiles and recommend appropriate strategies. Identify opportunities for cross-selling and upselling services. Network with professionals, attend industry events, and contribute to marketing initiatives. Ensure compliance with all industry regulations and maintain accurate documentation. Prepare regular reports for clients and management. Key Attributes: Client-focused with excellent relationship-building skills Strong analytical and problem-solving ability Professional communication and presentation skills Results-driven with a proactive approach Ethical, compliant, and detail-orientated Requirements: Matric with tertiary qualification in Finance (NQF5: Wealth Management / BCom) Non-negotiable RE5 certification Non-negotiable Relevant Class of Business certifications in place Fit and Proper status required Minimum 3 years experience in a Financial Planning role Proficiency in Microsoft Excel and related software Experience with professionals and high-net-worth clients Drivers license and own vehicle Non-negotiable Existing client book not required Remuneration: Basic salary R30 000 R40 000 plus commission. Only shortlisted candidates will be contacted