JOIN OUR TEAM AS A FINANCIAL ADVISOR! Are you passionate about helping others achieve their financial goals? Do you have a passion for numbers and a desire to build a rewarding career in the financial services industry? Look no further! A leading financial services organisation in South Africa, with over six decades of excellence, offers an exciting opportunity for aspiring financial advisors. DUTIES AND RESPONSIBILITIES: Source clients through networking and referral initiatives. Build long lasting relationships with clients through excellent ongoing client services Give objective professional advice based on client needs and objectives Build a long-term professional, profitable business Market and sell the Company’s product range Achieve monthly targets Keeping abreast with industry trends and legislative issues MINIMUM REQUIREMENTS (NON NEGOTIABLE) Matric, Mathematics and English Recognized University Degree (Financial Degree would be advantageous) South African Citizen Drivers License and own Reliable Car Own Cell phone and laptop Do not have any previous experience as a Financial Advisor Entrepreneurial mindset

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.