Experienced Financial Planner - Build a Lasting Portfolio

ACG Growth Partners™; Roodepoort; On-site; ZAR 350,000 - 550,000; Full time

Job summary

ACG Growth Partners™ is partnering with a Roodepoort financial planning practice to identify experienced Financial Advisers / Financial Planners. This is not entry-level; candidates should have demonstrated production history and the ability to grow a durable client base.

Role demands building long‑term relationships, conducting needs analyses, and delivering compliant planning across authorised product areas within the FAIS framework.

Qualifications

• 2–4 years’ relevant Financial Adviser/Financial Planner experience.
• RE5 compulsory and FAIS regulatory standing.
• NQF Level 5 financial services qualification compulsory.
• Demonstrable client retention and production history.

Responsibilities

• Build and develop new client relationships.
• Conduct comprehensive financial needs analyses and identify objectives.
• Provide appropriate financial planning recommendations within licence and categories.
• Develop and maintain long‑term client relationships with portfolio reviews.
• Identify additional opportunities within the client base and generate revenue.
• Maintain compliant advice documentation and adhere to FAIS/FICA requirements.

Skills

Client relationship management

New business development

Regulatory compliance

Communication skills

Self-management

Education

RE5

NQF Level 5 financial services qualification

Job description

ACG Growth Partners™ is partnering with a Roodepoort financial planning practice to identify experienced Financial Advisers / Financial Planners. This is not entry-level; candidates should have demonstrated production history and the ability to grow a durable client base.

Role demands building long‑term relationships, conducting needs analyses, and delivering compliant planning across authorised product areas within the FAIS framework.