Junior Financial Planner

ACG Growth Partners™; Sandton; On-site; ZAR 152,000 - 182,000; Full time

Job summary

ACG Growth Partners™ invites applications for a Junior Financial Planner based in Bryanston, Sandton, Gauteng. This permanent role offers a structured path for a developing adviser to build a long-term career in independent financial planning, with direct client-facing duties.

You will handle new business development and client servicing, conduct needs analyses, and present investment and planning solutions while complying with FAIS and South African legislation.

Qualifications

• BCom in Finance or related field is required.
• Successful completion of the RE5 examination as required by FAIS.
• Excellent interpersonal and communication skills with a client-focused approach.
• Strong organisational skills and time management.
• Ability to work independently while contributing within a team.

Responsibilities

• Identify and acquire new clients through networking and referrals.
• Maintain and service an allocated client portfolio with ongoing advice.
• Conduct detailed needs analyses of client goals and planning priorities.
• Develop tailored financial plans and present investment and planning solutions.
• Provide ongoing advice, follow-up discussions and reviews.
• Maintain accurate and compliant client records per FAIS requirements.
• Stay current with legislation and market developments.
• Collaborate with internal teams to ensure a seamless client experience.

Skills

Client relationship management

Business development

Needs analysis

Attention to detail

Regulatory compliance

Education

BCom in Finance or related field

RE5 examination

Job description

Junior Financial Planner

Reference: ACG-FA-007

Location: Bryanston, Sandton, Johannesburg, Gauteng

Contract type: Permanent

Date posted: 27 July 2026

Remuneration: R15,000 per month plus commission for the first 18 months.

The client is a long-established independent financial planning practice based in Bryanston, Sandton. The firm has operated for more than 30 years and has built a strong reputation for ethical advice, long-term client relationships and high professional standards.

This is a junior advisory role suited to a developing financial planner who wants to build a long-term career in a professional independent advice practice. The successful candidate will operate in a direct client-facing capacity with prospective and existing clients, providing holistic financial planning support in line with FAIS and all relevant South African financial services legislation.

The role combines new business development with client servicing. The business may allocate an existing client portfolio at its discretion, creating the opportunity to develop advisory confidence while growing a sustainable client base.

Key responsibilities

• Identify and acquire new clients through networking, referrals, relationship-building and proactive business development.
• Maintain and service an allocated client portfolio, delivering a high standard of ongoing advice and client care.
• Conduct detailed needs analyses covering client goals, financial circumstances, risk appetite and planning priorities.
• Develop tailored financial plans and present appropriate investment, risk and planning solutions.
• Provide ongoing advice and support to existing clients, including follow-up discussions, reviews and implementation guidance.
• Maintain accurate, complete and compliant client records in line with internal procedures and FAIS requirements.
• Stay current with changes in legislation, financial products, market developments and best-practice advisory standards.
• Work collaboratively with internal team members and support functions to ensure a seamless client experience.

Minimum requirements

• BCom degree in Finance or a related field.
• Successful completion of the RE5 examination as required by FAIS legislation.
• Excellent interpersonal and communication skills with a client-focused approach.
• Strong organisational skills and sound time management ability.
• Demonstrated ability to work independently while contributing effectively within a team.

Skills and competencies

• Client relationship management and service orientation.
• Business development and networking ability.
• Needs analysis and solution presentation capability.
• Attention to detail and documentation discipline.
• Professional judgement, ethical conduct and adaptability to regulatory change.

Personal attributes

A developing adviser who is confident engaging with clients, commercially aware, ethical and dependable in a regulated environment, and genuinely interested in continuous learning and long-term career growth.