Senior Financial Advisor

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

Job summary

A leading financial advisory firm in South Africa is seeking a Senior Financial Adviser in Gauteng. This full‑time hybrid role involves delivering bespoke wealth management solutions to high-value clients. Candidates should have a minimum of 2 years in client-facing financial planning, along with RE + CBT certifications. Exceptional communication and analytical skills are essential. Join a firm that offers unmatched earnings potential and a strong support network for growth.

Benefits

Unmatched earnings potential

Structured development academy

Security with independence

Prestigious affiliation with Liberty

Qualifications

• Minimum 2 years of client-facing financial planning experience in investments and insurance.
• Completed supervision and 3 years DOFA.

Responsibilities

• Deliver bespoke wealth management and financial planning solutions.
• Provide expert advice on wealth creation and business assurance.
• Build deep, trusted client partnerships.

Skills

Client-facing financial planning

Strong communication skills

Presentation skills

Analytical problem-solving

Proficiency in financial planning tools

Education

RE + CBT certification

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.