Experienced Financial Adviser – Growth & Client Impact

ACG Growth Partners™; Cape Town; On-site; ZAR 300,000 - 540,000; Part time

Job summary

ACG Growth Partners in Cape Town seeks an experienced Financial Adviser / Financial Planner to grow and manage a client-focused practice. Earnings are commission-based and depend on business written and the remuneration structure.

The role targets advisers with 2–4 years in the industry who are already generating more than R250,000 per annum and are not trainee-level. You will develop client relationships, perform needs analyses and deliver planning solutions within compliance guidelines.

Qualifications

• Two to four years’ experience as a Financial Adviser or Financial Planner.
• Current adviser production or gross annual commission above R250,000.
• Proven ability to prospect, convert and retain client relationships.

Responsibilities

• Develop and grow a sustainable portfolio of financial-planning clients.
• Prospect for and secure new client relationships through networking, referrals, professional relationships and direct business-development activity.
• Conduct structured client fact-finding, needs analysis and financial-planning discussions.
• Provide appropriate financial-planning solutions within the adviser mandate and approved product environment.
• Build long-term client relationships through regular reviews and ongoing service.
• Identify suitable opportunities across life, risk, retirement, investment and related financial-planning needs, where authorised.
• Maintain accurate client records and complete all required advice, disclosure and compliance documentation.
• Manage the advice and sales process from initial client engagement through implementation and ongoing review.
• Meet agreed production, activity, quality and compliance standards.
• Represent the practice professionally and maintain high standards of client care and ethical conduct.

Skills

Prospecting, networking and business</

Job description

ACG Growth Partners in Cape Town seeks an experienced Financial Adviser / Financial Planner to grow and manage a client-focused practice. Earnings are commission-based and depend on business written and the remuneration structure.

The role targets advisers with 2–4 years in the industry who are already generating more than R250,000 per annum and are not trainee-level. You will develop client relationships, perform needs analyses and deliver planning solutions within compliance guidelines.