Experienced Financial Adviser — Holistic Wealth Planning

ACG Growth Partners™; Gqeberha; Sur place; ZAR 559 000 - 669 000; Plein temps

Résumé du poste

ACG Growth Partners™ is recruiting an experienced Financial Adviser / Financial Planner for an established independent practice in Gqeberha (Port Elizabeth).

Location: Gqeberha, Eastern Cape. Employment type: Permanent. Remuneration: Up to R55,000 per month depending on experience and qualifications. The role covers holistic financial planning across investments, retirement planning, risk and related areas.

Qualifications

• Three to five years’ relevant Financial Adviser / Financial Planner experience preferred.
• RE5 and appropriate FAIS regulatory standing.
• A relevant NQF Level 5 or higher financial services or financial planning qualification.
• Proven experience providing holistic financial advice.
• Demonstrable client management and relationship-building ability.
• Sound knowledge of investments, retirement planning and risk solutions.
• Strong written and verbal communication skills.
• A professional, ethical and client-centric approach.

Responsabilités

• Build, service and grow a portfolio of financial planning clients.
• Conduct comprehensive Financial Needs Analyses and identify clients’ short-, medium- and long-term objectives.
• Provide compliant advice across investments, retirement planning, risk, estate planning and related financial planning areas.
• Prepare and present appropriate recommendations and maintain complete advice documentation.
• Conduct regular client portfolio reviews and maintain strong ongoing client relationships.
• Develop new business through referrals, networking and professional relationship-building.
• Identify cross-planning opportunities within existing client relationships.
• Maintain appropriate FAIS, FICA and internal compliance standards.
• Work closely with paraplanning and administration support to ensure accurate and timely implementation.
• Contribute positively to the practice’s growth, client retention and professional reputation.

Connaissances

Client relationships

Regulatory knowledge

Communication skills

Investment knowledge

Holistic advice

Formation

NQF Level 5+ qualification

CFP designation (preferred)

Description du poste

ACG Growth Partners™ is recruiting an experienced Financial Adviser / Financial Planner for an established independent practice in Gqeberha (Port Elizabeth).

Location: Gqeberha, Eastern Cape. Employment type: Permanent. Remuneration: Up to R55,000 per month depending on experience and qualifications. The role covers holistic financial planning across investments, retirement planning, risk and related areas.