Financial Advisor

Origin Financial Group; Cape Town; On-site; ZAR 30,000 - 50,000; Full time

Job summary

Origin Financial is seeking experienced financial advisors to enhance their practice while benefiting from a hybrid working model and comprehensive support. Join a dynamic team dedicated to providing tailored financial solutions and advice, ensuring your success in a rewarding environment.

Benefits

Competitive remuneration packages

Dynamic work environment

Remote working options

Employee recognition initiatives

Qualifications

• Minimum of 3-5 years of DOFA and supervision experience.
• Thorough understanding of the FAIS Act and FICA.
• Passionate about delivering quality financial services.

Responsibilities

• Provide comprehensive financial planning and advice.
• Develop tailored solutions for clients' financial goals.
• Build and maintain client relationships.

Skills

Strong communication

Interpersonal skills

Investment strategies

Financial planning principles

Education

Regulatory examination completed and registered with FSCA

Job description

Cape Town, South Africa | Posted on 04/02 | Origin Financial is one of the largest IFAs in the South African market.

We specialize in customized solutions and advice, tailored to each client's financial life cycle. We offer a significant opportunity for experienced financial advisors to grow and secure their practice within our organization, which has a national footprint through our partners and service providers in the financial services industry.

Our services aim to simplify wealth management and bring clarity to our clients' financial affairs. We pride ourselves on helping our financial advisors realize their potential.

Our growth is driven by our partners and our market-leading value proposition of holistic advice, ensuring consistent growth in earnings for our team of financial advisors. Origin Financial is seeking experienced financial advisors in Western Cape, specifically in Cape Town and the Garden Route district.

We offer flexibility with a hybrid workplace model.

Our advisors are supported by an in-house team of administrators and para-planners.

Responsibilities

As a financial advisor, you will provide comprehensive financial planning and expert advice on finance, retirement planning, investment, and financial advisory services. You will work closely with clients to develop tailored solutions to meet their financial goals and objectives.

Requirements

• Thorough understanding of the FAIS Act and FICA.
• Regulatory examination successfully completed and registered with FSCA for over 24 months.
• Excellent knowledge of financial planning principles and investment strategies.
• Strong communication and interpersonal skills.
• Passionate about delivering quality financial services and advice.
• Ability to build and maintain client relationships and explain complex financial concepts.
• Minimum of 3-5 years of DOFA and supervision experience.

We offer competitive remuneration packages, company benefits, a dynamic work environment, remote working options, and employee recognition initiatives.

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Financial Advisor • Cape Town, Western Cape