Integrity Wealth Management (IWM) - Financial Adviser/Planner

Integrity Wealth Management (PTY) LTD; Johannesburg; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Integrity Wealth Management is a modern, digital-first wealth advisory network in South Africa seeking a driven adviser to build a client portfolio and deliver holistic financial planning. You will provide risk, retirement, investments, and estate advice while leveraging digital platforms for client engagement.

The role emphasizes entrepreneurship, brand development, and strategic networking to establish a long-term advisory business in a defined market segment.

Qualifications

• 2+ years of experience in financial services.
• Fais compliance and FSCA standing required.
• Relevant qualification at least Level 5 or higher.

Responsibilities

• Deliver comprehensive financial advice across risk, investments, retirement and estate planning.
• Establish and grow your own client portfolio.
• Position yourself as a trusted professional within a defined market segment.
• Use digital platforms and social media to attract and engage clients.

Skills

Entrepreneurial mindset

Tech-savvy

Brand development

Self-driven

Client-first mindset

Education

NQF Level 5 or higher

Class of Business 3 & 7

Job description

Integrity Wealth Management (IWM) is a modern, digital-first Old Mutual franchise designed for advisers who want to move beyond traditional prospecting. We're building a high-performance wealth practice where technology, social media, personal branding, and strategic networking drive sustainable client relationships. This is a ground-floor opportunity to help shape the future of a rapidly expanding financial planning business.

What You'll Do

• Deliver comprehensive financial advice across risk, investments, retirement, and estate planning
• Establish and grow your own client portfolio
• Position yourself as a trusted professional within a defined market segment
• Use digital platforms and social media to attract and engage clients
• Build referral networks and strategic partnerships
• Provide tailored solutions that create lasting client value

Who We're Looking For

• Entrepreneurial and growth-oriented
• Tech-savvy and adaptable
• Passionate about developing a strong professional brand
• Self-driven with a client-first mindset
• Committed to building a long‑term business, not just filling a role
• At least 2 years' experience in financial services
• Relevant qualification (NQF Level 5 or higher)
• Class of Business 3 and 7
• FAIS compliant and in good standing with the FSCA