CFP Financial Adviser

ACG Growth Partners™; Centurion; On-site; ZAR 350,000 - 600,000; Full time

Benefits offered by this job

Pension benefit contribution

Medical scheme available

Company cellphone provided

18 working days' annual leave

Job summary

ACG Growth Partners™ in Centurion, Gauteng, seeks a CFP®-registered Financial Adviser to provide professional financial planning and advisory services. The role requires building and maintaining client relationships, conducting needs analyses and presenting suitable solutions, while ensuring FAIS compliance.

A three‑month probation applies. The successful candidate will operate from Centurion office, with a focus on long‑term client wellbeing and compliant, ethical service.

Qualifications

• Must hold valid CFP registration and FAIS Fit and Proper compliance.
• Own reliable transport.
• Ability to manage an own client base independently.
• Strong client relationship and communication skills.

Responsibilities

• Provide professional financial planning and advisory services to clients.
• Build, manage and maintain client relationships.
• Conduct client needs analyses and make suitable financial recommendations.
• Present appropriate financial solutions in line with client objectives.
• Ensure all advice and documentation complies with FAIS requirements and internal processes.
• Manage client reviews and ongoing service requirements.
• Grow and develop a client portfolio.
• Work with the administrative team to ensure accurate and efficient processing.

Skills

Client relationships

Communication skills

Independent client base management

Compliance discipline

Education

CFP registration

Job description

CFP® Financial Adviser

Established Financial Advisory Practice

Centurion, Gauteng

Senior

Permanent

Office-based, Monday to Friday 08:00-17:00

Remuneration: Disclosed to shortlisted candidates

Reference: ACG-FA-006

Date posted: 27 July 2026

Role overview

The practice is an authorised financial services provider based in Centurion, providing professional financial planning and advisory services to individual and corporate clients with a strong focus on client relationships, compliance and long-term financial wellbeing.

The business is appointing a qualified, CFP®-registered Financial Adviser to provide professional advice to clients, build and maintain client relationships, and support the growth of the business through quality financial planning.

The role suits a self-driven, client-focused adviser who is fully compliant with FAIS Fit and Proper requirements and holds valid CFP® registration. A three-month probation period applies.

Key responsibilities

• Provide professional financial planning and advisory services to clients.
• Build, manage and maintain client relationships.
• Conduct client needs analyses and make suitable financial recommendations.
• Present appropriate financial solutions in line with client objectives.
• Ensure all advice and documentation complies with FAIS requirements and internal processes.
• Manage client reviews and ongoing service requirements.
• Grow and develop a client portfolio.
• Work with the administrative team to ensure accurate and efficient processing.

Minimum Requirements

• Valid CFP® registration.
• Compliance with the Fit and Proper Regulations of the FAIS Act.
• Own reliable transport.
• Strong client relationship and communication skills.
• Ability to work independently and manage an own client base.
• Professional, ethical and compliance-focused approach.

Remuneration and benefits

• Negotiable minimum income for the first six months.
• Commission splits ranging from 50/50 to 70/30, depending on annual production.
• Pension benefit contribution of R500 per month from the practice.
• Medical scheme available at own cost.
• Company cellphone provided.
• 18 working days' annual leave, including compulsory leave during the December festive season.

The successful candidate also receives full administrative backup, access to contracts at various companies, a professional office environment in Centurion, and supportive infrastructure for client servicing and business development.

Skills and competencies

• Holistic financial advice and needs analysis.
• Client relationship development and retention.
• Independent client-base management.
• Compliance and documentation discipline.

Personal attributes

Entrepreneurial, well-networked, compliant and motivated by a commission-based earning structure with clear growth potential.