Randburg: Financial Advisor posted by People Dimension

About the Role

A leading Financial Services company based in Johannesburg is seeking a motivated, entrepreneurial and client-focused Financial Advisor to join their team. The successful candidate will be part of a dynamic team that provides tailored wealth solutions to individual and corporate clients.

Key Responsibilities

• Provide financial planning and advice to individual and corporate clients.
• Build and manage a sustainable book of business.
• Conduct client reviews, needs analysis, and provide tailored wealth solutions.
• Adhere to the company’s compliance and professional standards.
• Continuously stay up to date with industry regulations, trends, and company platforms.
• Participate in branch activities, training, and client events.

Requirements

• RE5 qualification (Compulsory)
• CFP designation (Certified Financial Planner) Advantageous
• Proven track record in financial advice or wealth management
• Strong understanding of investment products, estate planning, risk cover, and retirement solutions
• Ability to build and maintain a client base
• Excellent communication, networking, and interpersonal skills
• Compliance and regulatory awareness in financial services
• Self-driven with an entrepreneurial mindset

Qualifications

No formal education or certifications mentioned.

Salary & Benefits

WORKING MODEL OPTIONS

The company offers two flexible and rewarding engagement models tailored to your growth preferences and financial goals:

• Option 1: Income Ownership Model (50/30/20 Split)
• Revenue split: 50% Advisor / 30% Head Office / 20% Branch
• Full use of company’s infrastructure including office space & meeting facilities, administrative and compliance support, access to company platforms, investment tools, marketing/events, equity participation in company become a stakeholder in the business, full ownership of your income stream and client book.
• Option 2: Financed Growth Model (Basic Salary + Client Book)
• Receive financing and a basic monthly income from Head Office
• Pre-allocated client book from Directors and Head Office
• Option to buy back your client book after a defined period

Interested?

Please mail your CV to hr1@peopledimension.co.za. Shortlisted applicants will be contacted within 2 weeks, if you do not hear from us by then your application for this position was unsuccessful, but you have been added to our database for future vacancies.