Financial Advisor

People Dimension; Randburg; On-site; ZAR 540,000 - 860,000; Full time

Benefits offered by this job

Access to company infrastructure

Equity participation options

Administrative support

Job summary

A leading Financial Services company based in Johannesburg is seeking a motivated Financial Advisor. This role involves providing financial advice, managing a client base, and adhering to compliance standards. Candidates should have the RE5 qualification and experience in wealth management. The company offers flexible engagement options tailored to your growth preferences. Interested candidates can send their CVs to the provided email.

Qualifications

• Proven track record in financial advice or wealth management.
• Strong understanding of investment products, estate planning, risk cover.
• Ability to build and maintain a client base.
• Strong understanding of investment products, estate planning, risk cover, and retirement solutions.
• Ability to build and maintain a client base.
• Excellent communication, networking, and interpersonal skills.
• Compliance and regulatory awareness in financial services.
• Self-driven with an entrepreneurial mindset.

Responsibilities

• Provide financial planning and advice to individual and corporate clients.
• Build and manage a sustainable book of business.
• Conduct client reviews and provide tailored wealth solutions.
• Adhere to the company’s compliance and professional standards.
• Continuously stay up to date with industry regulations, trends, and company platforms.
• Participate in branch activities, training, and client events.

Skills

Client relationship management

Financial planning

Investment products knowledge

Communication skills

Regulatory compliance awareness

Entrepreneurial mindset

Entrepreneurial mindset

Education

RE5 qualification

CFP designation

Job description

Introduction

A leading Financial Services company based in Johannesburg, is currently seeking a motivated, entrepreneurial and client-focused Financial Advisor to join their team.

Duties & Responsibilities

• Provide financial planning and advice to individual and corporate clients.
• Build and manage a sustainable book of business.
• Conduct client reviews, needs analysis, and provide tailored wealth solutions.
• Adhere to the company’s compliance and professional standards.
• Continuously stay up to date with industry regulations, trends, and company platforms.
• Participate in branch activities, training, and client events.

Desired Experience & Qualification

• RE5 qualification (Compulsory)
• CFP designation (Certified Financial Planner) – Advantageous
• Proven track record in financial advice or wealth management
• Strong understanding of investment products, estate planning, risk cover, and retirement solutions
• Ability to build and maintain a client base
• Excellent communication, networking, and interpersonal skills
• Compliance and regulatory awareness in financial services
• Self-driven with an entrepreneurial mindset

Package & Remuneration

WORKING MODEL OPTIONS

The company offers two flexible and rewarding engagement models tailored to your growth preferences and financial goals :

Option 1 : Income Ownership Model (50 / 30 / 20 Split)

• Revenue split : 50% Advisor / 30% Head Office / 20% Branch
• Full use of company’s infrastructure including :
• Office space & meeting facilities
• Administrative and compliance support
• Access to company platforms, investment tools, marketing / events
• Equity participation in company – become a stakeholder in the business
• Full ownership of your income stream and client book

Option 2 : Financed Growth Model (Basic Salary + Client Book)

• Receive financing and a basic monthly income from Head Office
• Pre-allocated client book from Directors and Head Office
• Option to buy back your client book after a defined period
• Ideal for advisors needing support in the early stages of practice growth

Interested?

Please mail your CV to hr1 (at) peopledimension (dot) co (dot) za

Shortlisted applicants will be contacted within 2 weeks. If you do not hear from us by then your application for this position was unsuccessful, but you have been added to our database for future vacancies.