Experienced Financial Planner

Executive Placements; Johannesburg; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A tech-driven financial advisory practice in Johannesburg is seeking a passionate Financial Adviser to build a scalable business. Candidates should have relevant financial qualifications and a strong sales background. The role offers uncapped growth potential with support and technology to help manage client relationships effectively.

Benefits

Continuous training and development

Lead generation support

Tech-driven platform to enhance advisory services

Qualifications

• Self-driven with a strong desire to succeed in financial advising.
• Ability to build and manage client relationships effectively.

Responsibilities

• Promote and sell a wide range of financial products.
• Conduct thorough needs analysis for tailored financial solutions.

Skills

Client relationship management

Sales skills

Financial product knowledge

Education

Relevant financial qualifications

Job description

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, were not just offering a job - were offering a platform to accelerate your career and income potential.

What Makes Us Different?

All-in-One Tech Platform

• Say goodbye to admin overload. Our system automates everything from lead management to proposal generation, giving you more time to focus on what matters closing deals and serving clients.

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 :

1. 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