CFP Financial Adviser: Build Relationships & Grow Portfolios

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

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.