Hybrid Financial Advisor | Uncapped Earnings & Tech Backing

Lifecheq; Cape Town; Hybrid; ZAR 300,000 - 540,000; Full time

Benefits offered by this job

All-in-One Tech Platform

Qualified Lead Support

Continuous Development

Uncapped Growth Potential

Flexible Working Model

Job summary

A fintech company in South Africa is seeking experienced Financial Advisers to join their partner network. This role offers independence and entrepreneurial freedom, along with substantial backing from state-of-the-art technology and operational support. Advisers will engage clients through personalised financial planning, conduct needs analysis, and promote a variety of financial products. The position allows for flexible working and offers uncapped earning potential backed by continuous professional development.

Qualifications

• 1-3 years’ experience as a Financial Adviser or in financial services sales.
• Proven record of achieving sales and growth targets.
• Own reliable transport.
• Clear criminal and credit record.

Responsibilities

• Acquire and retain clients through personalised financial planning.
• Conduct detailed financial needs analyses.
• Promote and sell financial products.
• Deliver ongoing service and portfolio reviews.
• Manage client onboarding and compliance.

Skills

Excellent interpersonal skills

Communication skills

Negotiation skills

Entrepreneurial mindset

Education

NQF Level 5 qualification in Financial Planning

RE5 Accreditation

Tools

LifeCheq’s digital CRM

Job description

A fintech company in South Africa is seeking experienced Financial Advisers to join their partner network. This role offers independence and entrepreneurial freedom, along with substantial backing from state-of-the-art technology and operational support. Advisers will engage clients through personalised financial planning, conduct needs analysis, and promote a variety of financial products. The position allows for flexible working and offers uncapped earning potential backed by continuous professional development.