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

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.