Financial advisor / planner

Makhontsha PTY (LTD); Johannesburg; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A financial services firm in Johannesburg is looking for experienced Financial Planners/Advisors who are entrepreneurial and ready to grow their client base. The role involves conducting financial analyses, providing tailored solutions in investments and retirement planning, and ensuring compliance with regulations. Candidates should have proven experience and a strong focus on client retention. The position offers a training allowance and a performance-based commission structure.

Benefits

Settling-in allowance: R25,000/month during training

Performance-based commission structure

Incentives for top performers

Qualifications

• Proven experience in financial planning or advisory for 13 years.
• Strong track record in client acquisition and retention.
• Self-driven with the discipline to grow a business.

Responsibilities

• Prepare tailored financial plans after thorough needs analysis.
• Provide solutions across investments and retirement planning.
• Manage a profitable practice through business development activities.

Skills

Client acquisition

Financial analysis

Regulatory compliance

Entrepreneurial mindset

Relationship building

Education

FAIS-recognised qualification (NQF5 or higher)

Matric certificate

RE5 certification

COB certification

Job description

Role Overview

My client is seeking experienced, entrepreneurial Financial Planners / Advisors who are ready to take ownership of their growth. We are looking for dedicated, high-performing professionals who want to build thriving, future-ready practices. Backed by a trusted brand, a comprehensive suite of financial products, and robust business support, youll be able to focus on delivering exceptional advice while confidently scaling your client base.

Key Responsibilities

• Conduct thorough financial needs analyses and prepare tailored financial plans.
• Provide advice and implement solutions across investments, insurance, retirement planning, and wealth transfer.
• Educate and empower clients to make informed financial decisions.
• Grow and manage a profitable practice through disciplined business development activities.
• Ensure strict compliance with FAIS, FICA, and other relevant regulations.
• Consistently achieve and exceed agreed production and activity targets.
• Build and maintain a high-quality client base through targeted prospecting, networking, and referrals.
• Deliver holistic financial solutions to meet clients evolving needs.
• Conduct regular client reviews to keep plans on track and strengthen long-term relationships.

Requirements

• Independent contractor
• Matric certificate.
• FAIS-recognised qualification (NQF5 or higher).
• RE5 certification.
• COB certification (especially 3 & 7).
• 13 years of proven experience in financial planning or advisory.
• Strong track record in client acquisition and retention.
• Self-driven, entrepreneurial mindset with the discipline to run and grow a business.

Remuneration & Benefits

• Settling-in allowance : R25,000 per month for the first 2 months (training phase).
• Earnings model : Performance-based commission structure.
• Incentives : Participation in the Channel Performance Incentive and Franchise Incentive programmes, rewarding top performers for sustainable business growth.

Core Competencies

• Collaborates Contributing independently.
• Being resilient Contributing independently.
• Drives results Contributing independently.
• Cultivates innovation Contributing independently.
• Customer focus Contributing independently.

If you are looking for an opportunity to build a sustainable, future-proof business