Financial Adviser / Financial Planner

ACG Growth Partners™; Gqeberha; On-site; ZAR 559,000 - 669,000; Full time

Job summary

ACG Growth Partners™ is recruiting an experienced Financial Adviser / Financial Planner for an established independent practice in Gqeberha (Port Elizabeth).

Location: Gqeberha, Eastern Cape. Employment type: Permanent. Remuneration: Up to R55,000 per month depending on experience and qualifications. The role covers holistic financial planning across investments, retirement planning, risk and related areas.

Qualifications

• Three to five years’ relevant Financial Adviser / Financial Planner experience preferred.
• RE5 and appropriate FAIS regulatory standing.
• A relevant NQF Level 5 or higher financial services or financial planning qualification.
• Proven experience providing holistic financial advice.
• Demonstrable client management and relationship-building ability.
• Sound knowledge of investments, retirement planning and risk solutions.
• Strong written and verbal communication skills.
• A professional, ethical and client-centric approach.

Responsibilities

• Build, service and grow a portfolio of financial planning clients.
• Conduct comprehensive Financial Needs Analyses and identify clients’ short-, medium- and long-term objectives.
• Provide compliant advice across investments, retirement planning, risk, estate planning and related financial planning areas.
• Prepare and present appropriate recommendations and maintain complete advice documentation.
• Conduct regular client portfolio reviews and maintain strong ongoing client relationships.
• Develop new business through referrals, networking and professional relationship-building.
• Identify cross-planning opportunities within existing client relationships.
• Maintain appropriate FAIS, FICA and internal compliance standards.
• Work closely with paraplanning and administration support to ensure accurate and timely implementation.
• Contribute positively to the practice’s growth, client retention and professional reputation.

Skills

Client relationships

Regulatory knowledge

Communication skills

Investment knowledge

Holistic advice

Education

NQF Level 5+ qualification

CFP designation (preferred)

Job description

Financial Adviser / Financial Planner

ACG Growth Partners™ is recruiting an experienced Financial Adviser / Financial Planner on behalf of an established independent financial planning and wealth management practice in Gqeberha (Port Elizabeth).

Location: Gqeberha (Port Elizabeth), Eastern Cape

Employment type: Permanent

Position level: Intermediate

Remuneration: Up to R55,000 per month, depending on experience and qualifications

Reference: ACG-FA-016

Date posted: 8 October 2026

Key responsibilities

• Build, service and grow a portfolio of financial planning clients.
• Conduct comprehensive Financial Needs Analyses and identify clients’ short-, medium- and long-term objectives.
• Provide compliant advice across investments, retirement planning, risk, estate planning and related financial planning areas.
• Prepare and present appropriate recommendations and maintain complete advice documentation.
• Conduct regular client portfolio reviews and maintain strong ongoing client relationships.
• Develop new business through referrals, networking and professional relationship-building.
• Identify cross-planning opportunities within existing client relationships.
• Maintain appropriate FAIS, FICA and internal compliance standards.
• Work closely with paraplanning and administration support to ensure accurate and timely implementation.
• Contribute positively to the practice’s growth, client retention and professional reputation.

Minimum Requirements

• Three to five years’ relevant Financial Adviser / Financial Planner experience preferred.
• RE5 and appropriate FAIS regulatory standing.
• A relevant NQF Level 5 or higher financial services or financial planning qualification.
• Proven experience providing holistic financial advice.
• Demonstrable client management and relationship-building ability.
• Sound knowledge of investments, retirement planning and risk solutions.
• Strong written and verbal communication skills.
• A professional, ethical and client-centric approach.

Preferred Qualifications

• CFP® designation.
• Postgraduate Diploma in Financial Planning or equivalent.
• Existing exposure to affluent and high-net-worth clients.
• Strong investment and retirement planning capability.
• An established referral network or a proven new-business track record.
• Experience operating within an independent financial planning practice.

Skills and competencies

• Commercially driven while maintaining a strong advice-led approach.
• Excellent interpersonal and relationship management skills.
• Strong planning, presentation and negotiation capability.
• The ability to build trust and maintain long-term client relationships.

Personal attributes

A self-motivated, disciplined and accountable adviser with high professional standards and personal integrity, who puts sound advice ahead of the sale and builds client relationships that last.

Why this opportunity

• An established financial planning and wealth management environment in Gqeberha.
• Broad advice exposure across investments, retirement, risk and holistic planning.
• A salary of up to R55,000 per month, depending on experience and qualifications.
• An established client base and adviser support structure.
• A long-term opportunity within a professional practice focused on sustainable growth.

At a glance

• Category: Financial Advice
• Level: Intermediate
• Type: Permanent
• Region: Eastern Cape
• Reference: ACG-FA-016
• Holistic Financial Planning
• Wealth Management