Senior Financial Advisor

Benchmark Capital Group; Gauteng; Hybrid; ZAR 300 000 - 400 000; Full time

Job summary

A premier financial advisory firm in South Africa is seeking a Senior Financial Adviser to deliver customized wealth management solutions. This full-time hybrid role involves providing expert advice to affluent clients while leveraging strong support from the firm. The ideal candidate has at least 2 years of client-facing experience in financial planning and holds the necessary certifications. Opportunities for professional growth and unmatched earnings potential are available.

Benefits

Unmatched earnings potential

Strong support network

Structured development academy

Qualifications

• Minimum 2 years' experience in investments and insurance.
• Proficiency in financial planning tools.
• Drive for continuous professional development.

Responsibilities

• Deliver bespoke wealth management and financial planning solutions.
• Provide expert advice on wealth creation and corporate benefits.
• Build deep client partnerships through strategic networking.

Skills

Client-facing financial planning experience

Strong communication skills

Presentation skills

Analytical problem-solving

Relationship-building

Education

RE + CBT certification

3 years DOFA

Completed supervision

Job description

Overview

Senior Financial Adviser opportunity with Benchmark Capital Group, a premier financial advisory firm in South Africa.

This is a limited, high-impact role for an experienced professional to join our elite team from 1 January.

As a founding member of the APC Group, Benchmark Capital offers a national footprint, strong partnerships within Africa's largest financial services organization, market‑leading strategies, and an ecosystem designed to unlock potential and accelerate earnings.

Your Role

Based in Gauteng (with Cape Town opportunities opening January).

This full‑time hybrid role combines independence with strong support to enable you to deliver exceptional client outcomes.

Key Responsibilities

Deliver bespoke wealth management and financial planning solutions to an affluent and high‑value client base.

Provide expert advice on wealth creation, protection, corporate benefits, and business assurance.

Build deep, trusted client partnerships through strategic networking and industry engagement.

Collaborate with stakeholders, including in‑branch engagements, while leveraging a dedicated operational support team to streamline administration.

What We're Looking For

Minimum 2 years' client‑facing financial planning experience in investments and insurance.

RE + CBT certification, 3 years DOFA, and completed supervision.

Strong communication, presentation, and relationship‑building skills.

Analytical problem‑solver with proven results.

Proficiency in financial planning tools and a drive for continuous professional development.

Benefits & Opportunities

Unmatched earnings potential through a structured development academy, lead generation, and scalable growth model.

Independence plus security with the backing of a nationwide powerhouse.

Prestigious affiliation with Liberty (FSP) and access to extensive third‑party solutions.

Elite culture that celebrates success, innovation, and professional excellence.

Benchmark Capital has decades of success in retail, affluent, bancassurance, and business assurance markets.

We provide the resources, reputation, and results that set advisers apart in a competitive industry.

About Benchmark Capital

Benchmark Capital is a leading financial services firm in South Africa, known for building thriving adviser practices and offering a strong support network for growth.

How to Apply

Apply today and join Benchmark Capital Group—where advisers become industry leaders.