Experienced Financial Advisor

The Financial Specialists Pty Ltd; Gauteng; Hybrid; ZAR 500 000 - 800 000; Full time

Job summary

A leading financial services provider in South Africa seeks an Experienced Financial Advisor for a hybrid role based in Pretoria. The ideal candidate will offer financial planning and advisory services, manage investments, and possess strong communication skills. This role offers attractive remuneration, ongoing training, and a supportive environment for growth.

Benefits

Office and administrative support

Coverage of license fees for financial tools

Attractive remuneration model

Compliance support and ongoing training

Social media marketing support

Qualifications

• At least 3 years of relevant experience in the financial services industry.
• Completed all FSCA supervision requirements.

Responsibilities

• Provide financial planning and advisory services.
• Assist clients with retirement planning and manage investments.
• Meet clients to assess financial needs and develop strategies.

Skills

Financial Planning

Advisory Skills

Communication

Interpersonal Skills

Teamwork

Education

CFP or equivalent qualification

NQF 5 industry-related qualification

Job description

Company Description

The Financial Specialists Pty Ltd offers a range of services including Financial Planning, Estate Planning, Personal Risk Cover, Personal Investment Planning, Retirement Planning, Corporate Group Cover, Pension/Provident Funds, and Business Assurance. Representatives at The Financial Specialists Pty Ltd act as representatives of Liberty Group Limited, an authorised Financial Services Provider (FAIS No 2409).

Role Description

This is a full-time hybrid role for an Experienced Financial Advisor based in the Pretoria Metropolitan Area, with some work-from-home flexibility. The Financial Advisor will provide financial planning and advisory services, assist clients with retirement planning, and manage personal and corporate investments. Key responsibilities include meeting clients to assess financial needs, developing financial strategies, monitoring investment portfolios, and staying updated on market trends and financial products. The ideal candidate will have an active client base, completed all FSCA supervision requirements, and meet Fit and Proper standards.

Qualifications

• Proficiency in Financial Planning and Finance
• Experience in Retirement Planning and Investments
• Strong advisory skills
• Excellent communication and interpersonal skills
• Ability to work independently and in a team
• CFP or equivalent qualification is advantageous
• At least 3 years of relevant experience in the financial services industry
• Minimum NQF 5 industry-related qualification, COB, RE5, and CPD compliance

Opportunity Offering

• Office and administrative support with potential to expand the team or manage secretarial requirements
• Coverage of license fees for the latest financial planning and client relationship management tools
• Attractive remuneration model with multiple income streams, including upfront advice fees, ongoing advice fees, referral fees, bi-annual bonuses, and achievement bonuses
• Succession planning options for retiring or slowing-down advisors
• Compliance support and ongoing training to meet regulatory requirements
• Social media marketing and personal brand development for inbound prospecting
• A wide range of product offerings to meet diverse client needs
• Training and technological support to maintain market competitiveness and efficiency

The ideal candidate is seeking a new environment to grow their business, looking for opportunities beyond current contract limitations, and interested in a succession plan to transfer their client book. They should value a supportive ecosystem that fosters learning, growth, and new opportunities.

If you're interested in discussing this opportunity or connecting with like-minded industry professionals, please apply through the advert.

We have offices and support teams across South Africa, focusing on areas including Polokwane, Pretoria, Johannesburg, Bloemfontein, Pietermaritzburg, Durban, Cape Town, Rustenburg, and the Eastern Cape.

If you are an established Financial Advisor eager to elevate your business, offer market-leading products, and work in a respectful environment committed to ethical, client-focused financial planning, this could be the right fit for you.

We look forward to meeting you.