Experienced Wealth Adviser

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Wealth / Financial Adviser: Exciting Career Upgrade

Benchmark Capital Group – A Founding Member of APC Group

Are you an experienced wealth advisor or financial professional seeking to elevate your career with an industry leader?

Benchmark Capital Group is offering a limited and exclusive opportunity to join our award-winning organization.

Why Benchmark Capital?

As a founding member of APC Group, Benchmark Capital Group stands at the forefront of financial services with a national footprint and strategic partnerships within the largest financial services organization in Africa.

Our innovative, market-leading solutions empower advisers and their clients with world financial strategies, giving you the competitive edge to excel.

Your Role within the Benchmark Capital Team

This is a full-time hybrid role based in Gauteng, with the flexibility for remote work. Through our APC footprint, we have partner locations throughout South Africa, with hybrid/remote advisers working abroad.

Key Responsibilities:

1. Provide personalized financial planning services to a high-value client base.
2. Wealth protection and creation, corporate benefits, and business assurance solutions.
3. Build and nurture long-term client relationships through strategic networking and practice building.
4. Professional development, supported by our broad access to professional information, advisory support specialist and in-house mentors and leaders.

Why Join Us?

1. Unmatched Growth and Earnings Potential: Leverage our structured development academy and extensive lead generation services to accelerate your career and earnings.
2. More client-facing time with our incredible administrative support hub and client acquisition structure.
3. Succession Planning for your practice when you are ready to exit, or to focus on select clients.
4. Satisfied Clients through our full suite of financial planning products, advice-driven technology and first-class service delivery.
5. Independence with Security: Enjoy the independence of an individual advisor with the security and support of a nationwide corporate footprint.
6. Winning Culture: Join a prestigious culture that celebrates success, collaboration and professional excellence.

What We're Looking For:

1. Minimum 2 years of client-facing financial planning experience in investment management and insurance.
2. RE and CBT certification with 2 years DOFA and supervision completion.
3. Proficiency with financial planning software and tools.
4. Commitment to continuous professional development and excellence.
5. Proven relationship-building, communication, and networking skills.

About Benchmark Capital Group:

Benchmark Capital Group is a premier financial advisory firm specializing in tailored financial solutions to meet each client's unique financial goals. With decades of experience in retail, affluent, bancassurance, wealth management and business assurance, we provide unmatched support to our advisers, ensuring they thrive in a competitive industry.

Take the Next Step in Your Career. Apply Now to join Benchmark Capital Group and become part of a team that empowers success!

Seniority level: Mid-Senior level

Employment type: Full-time

Job function: Finance and Sales