Commission-Based Financial Advisor: Build Your Client Book

ACG Growth Partners™; Krugersdorp; On-site; ZAR 300,000 - 540,000; Full time

Job summary

ACG Growth Partners invites applications for a Financial Adviser based in Noordheuwel, Krugersdorp, Gauteng. The role focuses on building and servicing a client base through compliant, needs-based financial advice within a practice-based setting.

Ideal candidates have at least two years in financial services, RE5 completed, and a strong understanding of advisory processes, client needs analyses and product solutions. A long-term commitment to financial planning is essential.

Qualifications

• Minimum two years’ experience in the financial services industry, ideally as a Financial Adviser or in a directly related advisory role.
• RE5 completed.
• Relevant financial services qualification preferred, such as NQF Level 5 Wealth Management or an equivalent financial planning qualification.
• Strong understanding of financial advice, client needs analysis and financial product solutions.
• Proven ability to source, build and manage client relationships.
• Stable career history and a genuine long-term interest in financial planning.
• Ability to work in a production-driven environment while maintaining compliance and advice quality.

Responsibilities

• Conduct comprehensive Financial Needs Analyses covering each client’s personal, family and business circumstances.
• Provide advice across risk planning, life cover, disability cover, severe illness, income protection, retirement planning and investment-related solutions.
• Help clients identify short-, medium- and long-term goals and recommend strategies aligned to their needs and affordability.
• Prepare and present compliant recommendations, ensuring clients understand product suitability, benefits, risks, costs and replacement implications.
• Source new clients through networking, referrals, prospecting and relationship-building, and build a sustainable pipeline.
• Provide ongoing client servicing, reviews and policy maintenance, supporting clients through life-stage changes and claims.
• Maintain Records of Advice, disclosures, needs analyses and replacement advice records so files are accurate and audit-ready.
• Follow all practice and product-provider processes relating to advice, product selection, client onboarding and compliance checks.
• Handle client information in line with POPIA and confidentiality requirements.

Skills

Client acquisition

Financial needs analysis

Regulatory compliance

Communication

Relationship management

Education

RE5 completed

NQF 5 Wealth Management

Job description

ACG Growth Partners invites applications for a Financial Adviser based in Noordheuwel, Krugersdorp, Gauteng. The role focuses on building and servicing a client base through compliant, needs-based financial advice within a practice-based setting.

Ideal candidates have at least two years in financial services, RE5 completed, and a strong understanding of advisory processes, client needs analyses and product solutions. A long-term commitment to financial planning is essential.