Strategic Financial Adviser — Grow Practice & Clients

ACG Growth Partners™; Johannesburg; Vor Ort; ZAR 279.000 - 391.000; Vollzeit

Zusammenfassung

Financial Advisory & Accounting Practice in Mayfair, Johannesburg, seeks an experienced Financial Adviser to grow its advisory offering and develop client relationships. You will provide professional financial advice, support business development, and maintain client records while ensuring regulatory compliance.

An existing book of business is not required; the role sits in a broader professional-services environment with auditors and accountants nearby.

Qualifikationen

• Five+ years’ experience in the financial services industry.
• Experience as a Financial Adviser or in a similar advisory role.
• Strong client relationship management and business development skills.
• Good understanding of financial products, advisory processes and client servicing.
• Professional communication and an ethical, client-focused approach.
• A long-term career mindset and willingness to grow with the practice.

Aufgaben

• Provide financial advice and solutions to new and existing clients.
• Build and maintain strong client relationships.
• Identify client needs and recommend suitable financial products or solutions.
• Support business development and client acquisition initiatives.
• Conduct client reviews and ensure ongoing service delivery.
• Work closely with the internal team to support the growth of the advisory practice.
• Maintain accurate client records and documentation.
• Ensure compliance with relevant financial-services regulations and internal processes.

Kenntnisse

Client relationship management

Business development

Independent working

Record keeping

Regulatory compliance

Ausbildung

RE5 qualification

FAIS credits or financial-planning qualification

CFP qualification (or progress toward CFP)

Jobbeschreibung

Financial Advisory & Accounting Practice in Mayfair, Johannesburg, seeks an experienced Financial Adviser to grow its advisory offering and develop client relationships. You will provide professional financial advice, support business development, and maintain client records while ensuring regulatory compliance.

An existing book of business is not required; the role sits in a broader professional-services environment with auditors and accountants nearby.