Experienced Financial Planner

Labourlinq Recruitment (Pty) Ltd; Gauteng; Hybrid; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services firm in Sandton, Gauteng is seeking an Experienced Financial Planner to promote a range of financial products. The role offers a tech-driven platform for lead generation and client management. Successful candidates will have experience in sales and possess at least an NQF Level 5 qualification and RE5 certification. The position benefits from onboarding support, career growth opportunities, and flexibility in working hours, including hybrid options.

Benefits

Onboarding & Accreditation Support

High-Quality Leads Provided

Sales Coaching & Mentorship

Flexible Hours

Qualifications

• 1-3 years' experience in sales, ideally within financial services.
• NQF Level 5 qualification is advantageous.
• RE5 Certification is advantageous.

Responsibilities

• Promote and sell a wide range of financial products.
• Conduct thorough needs analysis for clients.
• Adhere to FAIS and FSCA regulatory requirements.

Skills

Sales skills

Communication skills

Client relationship management

Financial product knowledge

Education

NQF Level 5 qualification

RE5 Certification

Tools

CRM system

Tech platforms

Job description

Experienced Financial Planner – Sandton, Gauteng (Hybrid)

LifeCheq is a South African financial advisory and fintech company providing holistic, goal-based, and fully independent financial advice.

Beyond our own advisory network, we proudly partner with select financial practices and franchise groups to strengthen their operations, expand their teams, and enhance client experience.

Through this partnership model, LifeCheq recruits top-tier advisers for reputable firms across South Africa, ensuring that both advisers and clients benefit from world-class technology, compliance systems, and growth support.

About the role

Are you a self-driven financial adviser ready to take control of your career with the backing of powerful technology, proven systems, and a team that supports your success?

A tech-driven financial advisory practice based in Sandton is looking for a passionate Financial Adviser who wants to build a scalable and sustainable financial services business – on their own terms.

With our tech-first approach and lead-generating support, we're not just offering a job - we're offering a platform to accelerate your career and income potential.

What Makes Us Different?

• All-in-One Tech Platform – Say goodbye to admin overload.
• Lead Support Built In – We feed your pipeline with quality leads, backed by a CRM system that helps you manage your book like a pro.
• Training that Grows with You – Access continuous training, coaching, and development programs designed to keep you sharp and compliant.
• Uncapped Growth Potential – Whether you want to stay independent or eventually build your own team, our model supports your ambitions.

Key Responsibilities

• Client Acquisition & Relationship Management – Promote and sell a wide range of top-tier products including risk, retirement, funeral and investment products.
• Build strong relationships by conducting thorough needs analysis and offering tailored financial solutions.
• Provide ongoing service and support to grow and retain your client base.
• Compliance & Process Excellence – Adhere to FAIS and FSCA regulatory requirements.
• Use our proprietary tech platform for client onboarding, tracking, and compliance.
• Keep accurate, up-to-date records and documentation.

What We're Looking For

• 1-3 years' experience in sales, ideally within financial services.
• NQF Level 5 qualification (advantageous).
• RE5 Certification (advantageous).
• Completed class of business (preferred).
• Clear criminal record and own reliable transport.
• Proven track record of meeting or exceeding sales targets.
• Excellent communication and interpersonal skills.
• Driven, independent, and hungry to build your own successful practice.

What You’ll Get

• Onboarding & Accreditation Support – Get trained and certified fast.
• High-Quality Leads Provided – Jumpstart your pipeline from day one.
• Access to Lifecheq CRM & Tech Platform – Your digital back office.
• Sales Coaching & Mentorship – From experienced and well-known industry professionals.
• Career Progression Opportunities – Build your book or lead a team.
• Start-Up Support – Basic salary to get you going + Commission.
• Flexible Hours & Hybrid Working – Work from home, in the field, or in the office.

Please note: If you do not receive feedback within two weeks, unfortunately, your application was not successful on this occasion.

We thank you sincerely for your interest in the opportunity.