Independent Wealth Advisor: Grow Your AUM & Client Base

Lesley Snyman & Associates; Sandton; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial advisory firm in Sandton is seeking a Financial Advisor to provide independent financial advice to high-net-worth clients. The role involves building and managing a client portfolio, ensuring compliance with regulations, and delivering tailored investment plans. Ideal candidates should hold a CFP® designation or be in the process of obtaining it, possess a Bachelor’s degree in a related field, and have 2 to 4 years of relevant experience. This position offers long-term growth within a reputable firm known for its integrity and expertise.

Qualifications

• RE5 Qualification.
• Minimum of 2 to 4 years’ experience in financial advisory.
• Valid driver’s licence and own reliable transport.

Responsibilities

• Build and maintain long-term client relationships.
• Conduct detailed financial needs analyses.
• Leverage existing client base to grow personal portfolios.
• Deliver accurate and professional client presentations.
• Ensure compliance with FAIS and FSCA standards.

Skills

Investment products understanding

Financial planning principles

Client relationship management

Compliance knowledge

Education

Bachelor’s Degree in Finance

CFP® designation (or in progress)

Job description

A leading financial advisory firm in Sandton is seeking a Financial Advisor to provide independent financial advice to high-net-worth clients. The role involves building and managing a client portfolio, ensuring compliance with regulations, and delivering tailored investment plans. Ideal candidates should hold a CFP® designation or be in the process of obtaining it, possess a Bachelor’s degree in a related field, and have 2 to 4 years of relevant experience. This position offers long-term growth within a reputable firm known for its integrity and expertise.