Financial Adviser

ACG Growth Partners™; Krugersdorp; On-site; ZAR 300,000 - 540,000; Full time

Job summary

ACG Growth Partners invites applications for a Financial Adviser based in Noordheuwel, Krugersdorp, Gauteng. The role focuses on building and servicing a client base through compliant, needs-based financial advice within a practice-based setting.

Ideal candidates have at least two years in financial services, RE5 completed, and a strong understanding of advisory processes, client needs analyses and product solutions. A long-term commitment to financial planning is essential.

Qualifications

• Minimum two years’ experience in the financial services industry, ideally as a Financial Adviser or in a directly related advisory role.
• RE5 completed.
• Relevant financial services qualification preferred, such as NQF Level 5 Wealth Management or an equivalent financial planning qualification.
• Strong understanding of financial advice, client needs analysis and financial product solutions.
• Proven ability to source, build and manage client relationships.
• Stable career history and a genuine long-term interest in financial planning.
• Ability to work in a production-driven environment while maintaining compliance and advice quality.

Responsibilities

• Conduct comprehensive Financial Needs Analyses covering each client’s personal, family and business circumstances.
• Provide advice across risk planning, life cover, disability cover, severe illness, income protection, retirement planning and investment-related solutions.
• Help clients identify short-, medium- and long-term goals and recommend strategies aligned to their needs and affordability.
• Prepare and present compliant recommendations, ensuring clients understand product suitability, benefits, risks, costs and replacement implications.
• Source new clients through networking, referrals, prospecting and relationship-building, and build a sustainable pipeline.
• Provide ongoing client servicing, reviews and policy maintenance, supporting clients through life-stage changes and claims.
• Maintain Records of Advice, disclosures, needs analyses and replacement advice records so files are accurate and audit-ready.
• Follow all practice and product-provider processes relating to advice, product selection, client onboarding and compliance checks.
• Handle client information in line with POPIA and confidentiality requirements.

Skills

Client acquisition

Financial needs analysis

Regulatory compliance

Communication

Relationship management

Education

RE5 completed

NQF 5 Wealth Management

Job description

Financial Advice and Financial Planning

Financial Adviser

• Company: Established Financial Planning Practice
• Location: Noordheuwel, Krugersdorp, Gauteng
• Region: Gauteng
• Employment type: Commission-Based
• Position level: Intermediate
• Work model: Practice-based
• Reporting line: Senior Financial Planner (CFP®, CA(SA))
• Remuneration: Disclosed to shortlisted candidates
• Reference: ACG-FA-010
• Date posted: 27 July 2026

The client is an established financial planning practice based in Noordheuwel, Krugersdorp. It is led by a Senior Financial Planner holding CFP® and CA(SA) credentials, with strong technical, accounting, audit and financial planning experience.

The Financial Adviser will build and service a client base through compliant, needs-based financial advice. The role suits a candidate with at least two years of industry experience who already understands financial planning, client acquisition, advice documentation and regulatory expectations.

The client is specifically looking for an adviser with a long-term mindset. This is not intended for a candidate who moves frequently between firms or views financial advice as a short-term role.

Key responsibilities

• Conduct comprehensive Financial Needs Analyses covering each client’s personal, family and business circumstances.
• Provide advice across risk planning, life cover, disability cover, severe illness, income protection, retirement planning and investment-related solutions.
• Help clients identify short-, medium- and long-term goals and recommend strategies aligned to their needs and affordability.
• Prepare and present compliant recommendations, ensuring clients understand product suitability, benefits, risks, costs and replacement implications.
• Source new clients through networking, referrals, prospecting and relationship-building, and build a sustainable pipeline.
• Provide ongoing client servicing, reviews and policy maintenance, supporting clients through life-stage changes and claims.
• Maintain Records of Advice, disclosures, needs analyses and replacement advice records so files are accurate and audit-ready.
• Follow all practice and product-provider processes relating to advice, product selection, client onboarding and compliance checks.
• Handle client information in line with POPIA and confidentiality requirements.

Minimum Requirements

• Minimum two years’ experience in the financial services industry, ideally as a Financial Adviser or in a directly related advisory role.
• RE5 completed.
• Relevant financial services qualification preferred, such as NQF Level 5 Wealth Management or an equivalent financial planning qualification.
• Strong understanding of financial advice, client needs analysis and financial product solutions.
• Proven ability or clear potential to source, build and manage client relationships.
• Stable career history and a genuine long-term interest in financial planning.
• Ability to work in a production-driven environment while maintaining compliance and advice quality.

Preferred Qualifications

• Two to four years’ experience with a clear commitment to building a long-term advisory career.
• Existing exposure to risk, life planning, investments, wealth planning or holistic financial advice.
• Coachable and comfortable working within a structured advice framework.
• Strong client acquisition mindset built on referrals, networking and consistent activity.

Skills and competencies

• Strong interpersonal and relationship-building ability.
• Excellent verbal and written communication.
• Self-motivated, resilient and target-driven, able to manage rejection and sustain business development activity.
• Attention to detail in advice documentation and compliance records.

Personal attributes

An emerging adviser seeking a stable, professional, long-term environment in which to grow - serious about financial planning as a career, willing to build a client book over time, and aligned to ethical, relationship-led advice.

Why this opportunity

Work within a professional, established financial planning practice with exposure to an experienced Senior Financial Planner holding CFP® and CA(SA) credentials, in a structured advisory environment with strong compliance and professional standards.

At a glance

• Category: Financial Advice
• Level: Intermediate
• Type: Commission-Based
• Region: Gauteng
• Reference: ACG-FA-010
• Business Development
• Risk Planning