Senior Financial Advisor

James & Partners; Wes-Kaap; On-site; ZAR 600,000 - 1,200,000; Full time

Benefits offered by this job

Hybrid work opportunities

Remote work options

Job summary

James & Partners in South Africa offers experienced Wealth Managers and Financial Advisors an opportunity to join a well‑established international wealth management platform. You will help grow your client base, expand investment offerings and build a scalable, high‑value practice with strong operational support.

The role focuses on advising clients, growing assets under management, and leveraging robust paraplanning and compliance support to enhance efficiency.

Qualifications

• Experience providing wealth management and financial planning advice.
• Strong understanding of retirement planning and long-term financial goals.
• RE5 certification and FAIS regulatory knowledge expected.

Responsibilities

• Grow client base and assets under management within an international platform.
• Provide comprehensive wealth management advice and financial planning.
• Onboard clients, support reviews, and maintain strong client relationships.

Skills

Wealth management experience

Financial advisory

Education

RE5 certification

CFP (advantageous)

Job description

Market-Leading Earnings | Qualified Lead Opportunities | International Investment Solutions | Full Advisory Infrastructure

Are you an experienced Wealth Manager or Financial Advisor looking to grow your client base, expand your investment offering and operate with the support of an established wealth management platform?

We are working with a well-established international wealth management group that is expanding its advisory presence across South Africa. The business provides advisors with the infrastructure, product access and operational support required to build a scalable, sustainable and highly valuable wealth management practice.

This opportunity is designed for advisors who want to spend more time advising clients and growing assets under management, without being restricted by limited product panels, administrative burdens or insufficient internal support.

Whether you are looking to grow your existing book, gain access to new client opportunities or establish a long-term succession and exit strategy, the platform offers a comprehensive solution.

What the Platform Provides

Competitive Earnings and Advisor Structures

The business offers flexible structures depending on your experience, client base and long-term objectives:

• Attractive commission and revenue-sharing arrangements for independent advisors
• Earnings linked directly to assets under management, recurring revenue and new business production
• Additional incentives for senior advisors, team leaders and high-performing wealth managers
• Structured opportunities to monetise or transition an existing client book
• Long-term succession and exit planning, including the potential sale of your book
• Transparent remuneration structures with clearly defined commercial terms

End-to-End Operational Support

Advisors are supported by a fully established wealth management infrastructure, allowing them to focus on client relationships and business development:

• Dedicated paraplanning support
• Full administrative and client onboarding assistance
• Compliance, regulatory and reporting support
• Investment proposal and financial planning assistance
• CRM systems and client management technology
• Dedicated relationship management and operational teams
• Support with reviews, applications, documentation and ongoing servicing
• Marketing materials and business development support

Client Leads and Growth Opportunities

The platform is designed to help advisors grow both new and existing client relationships:

• Access to internal and externally generated client opportunities
• Qualified lead flow subject to advisor experience, location and capacity
• Internal referrals from other divisions within the group
• Opportunities to work with existing or acquired books of clients
• Joint advisory opportunities with specialist teams
• Support converting existing insurance and risk clients into broader wealth management relationships
• Assistance identifying additional investment, retirement and offshore planning opportunities within an existing client base

Comprehensive Local and International Investment Offering

Advisors have access to a broad, open-architecture proposition covering both South African and international client requirements:

• Local and offshore investment solutions
• Retirement annuities, preservation funds and living annuities
• Discretionary investments and unit trust portfolios
• Endowments and tax-efficient investment structures
• Offshore wrappers and international investment platforms
• Direct equities, funds, ETFs, bonds and cash solutions
• Discretionary Fund Management and model portfolio solutions
• Structured products, private market investments and alternative assets
• Estate planning, trust and succession-planning solutions
• Risk, life, disability and business assurance solutions
• Access to specialist portfolio managers and investment professionals

International Wealth Management Capabilities

The group’s international infrastructure allows advisors to support South African clients with increasingly complex global needs:

• Offshore investment and retirement planning
• Cross-border wealth structuring
• International custody and investment platforms
• Foreign currency investment solutions
• Support for clients relocating or retiring abroad
• Access to global investment managers and institutional solutions
• International estate and succession-planning support
• Solutions for high-net-worth and internationally mobile clients

South African Presence with Flexible Working

The business offers opportunities across major South African financial centres, with flexible working arrangements depending on the position:

• Office-based, hybrid and remote opportunities
• Opportunities in Johannesburg, Pretoria, Cape Town, Durban and surrounding regions
• Established local compliance and operational support
• Access to an international network of offices, specialists and investment partners
• Potential opportunities for regional leadership and team development

Who This Opportunity Is Designed For

This position would suit:

• Experienced Wealth Managers and Financial Advisors
• Independent Financial Advisors with an established client base
• Advisors currently operating within banks, insurers, tied agencies or large financial institutions
• Advisors seeking greater product flexibility and open-architecture investment access
• Professionals looking to move from primarily risk-focused advice into investments and wealth management
• Advisors who want stronger paraplanning, administrative and compliance support
• Growth-focused advisors looking to increase assets under management
• Senior advisors considering succession, retirement or the future sale of their practice
• Business owners who want to retain their client relationships while accessing the infrastructure of a larger group

Experience and Regulatory Requirements

Candidates should ideally have:

• Previous experience providing financial planning, investment or wealth management advice
• A strong understanding of investments, retirement planning and long-term financial planning
• An existing network, client base or proven ability to generate new business
• Relevant South African financial planning qualifications
• RE5 certification
• Appropriate Class of Business training
• Up-to-date Continuous Professional Development requirements
• The ability to operate within the FAIS regulatory framework
• A clear record of regulatory and professional conduct

CFP®, postgraduate financial planning qualifications and experience advising high-net-worth clients would be advantageous but are not essential for every position.

Ready to Build a More Scalable Advisory Business?

This is an opportunity to operate with the independence and earning potential of an established advisor, while benefiting from the infrastructure, investment access and specialist support of a professional wealth management group.

No need to manage every administrative function yourself.

No limit on your ability to build a valuable, sustainable and internationally capable wealth management practice.