Senior Financial Adviser – Wealth Planning (Gauteng)

ACG Growth Partners™; Centurion; On-site; ZAR 320,000 - 420,000; Part time

Job summary

ACG Growth Partners is seeking an experienced Financial Adviser (Tier 3) to expand presence across Pretoria East, Centurion and Midrand in Gauteng. You will develop and manage a sustainable client portfolio, delivering holistic financial advice and maintaining long‑term relationships with individuals, families and business owners.

This is not entry‑level; candidates should have at least five years’ experience, a proven earnings history of ~R350,000+ per annum, and FAIS/RE5 qualifications.

Qualifications

• Minimum of five years’ relevant experience as a Financial Adviser, Financial Planner, Wealth Adviser or Broker.
• Proven historical annual earnings or production of approximately R350,000 or more.
• RE5 completed and a relevant recognised financial‑services qualification.
• FAIS fit‑and‑proper and in good regulatory standing, with appropriate Class of Business training and evidence of CPD compliance.

Responsibilities

• Provide holistic financial‑planning advice across risk, investment, retirement and estate‑planning needs.
• Conduct detailed financial‑needs analyses and prepare Records of Advice and supporting documentation.
• Build a sustainable pipeline through referrals, networking and relationships with accountants, attorneys and other centres of influence.
• Advise on life, disability, severe illness and income‑protection cover, and assist business owners with key‑person cover and buy‑and‑sell arrangements.
• Advise on retirement annuities, preservation funds, living annuities and discretionary investments, and conduct ongoing portfolio and retirement‑plan reviews.
• Identify estate‑planning needs including liquidity, estate duty, beneficiary nominations and succession risk.
• Develop relationships within professional, corporate, family and business‑owner markets.
• Conduct regular client reviews, maintain proactive communication and protect client retention.
• Comply with FAIS, FICA, POPIA and TCF requirements and maintain audit‑ready client files.
• Participate in practice meetings, training and development, working collaboratively with administration and paraplanning teams.

Skills

Financial planning

Client relationships

Negotiation

Compliance

Prospecting

Education

NQF Level 5+ in Wealth Management or Financial Planning

Job description

ACG Growth Partners is seeking an experienced Financial Adviser (Tier 3) to expand presence across Pretoria East, Centurion and Midrand in Gauteng. You will develop and manage a sustainable client portfolio, delivering holistic financial advice and maintaining long‑term relationships with individuals, families and business owners.

This is not entry‑level; candidates should have at least five years’ experience, a proven earnings history of ~R350,000+ per annum, and FAIS/RE5 qualifications.