Executive Financial Advisor

SUMMARY:
Executive Financial Advisor

POSITION INFO:
About the Opportunity Are you an experienced, client-centric Financial Advisor looking to elevate your career within a prestigious, award-winning wealth management practice? On behalf of our client-an elite, independent, and award-winning FPI Approved Professional Practice™ -we are seeking dynamic Financial Advisors (Investment Specialists) across Gauteng, Western Cape, and KwaZulu-Natal . This is an exceptional opportunity for an advisor who wants to focus on what they do best: building client relationships and delivering expert financial advice , backed by an industry-leading support structure. Why Join This Practice? Unlike traditional tied environments, our client offers a truly independent advisory platform with top-tier operational and administrative backing : Unmatched Administrative Support: Dedicated Service Managers and Service Consultants handle quote generation, client onboarding, and application submissions so you can focus on clients . Dedicated Research & Paraplanning: Access high-quality market insights, economic reports, estate plans, and investment proposals prepared by in-house paraplanners . Strong Lead Generation & Marketing Support: Benefit from active corporate account leads, client appreciation events, media visibility (TV\/Radio\/Articles), and newsletter campaigns . Full Tech & Compliance Suite: Receive advanced financial planning software, a CRM system, full laptop\/office setup, and guidance from Key Individuals and Practice Managers . Professional Growth: Full coverage for industry affiliations (FPI, FIA, IoDSA), ongoing workshops, and CPD development . Key Responsibilities Deliver holistic financial, retirement, and tax planning tailored to individual client goals . Design, implement, and monitor personalized investment strategies and portfolios . Educate clients on market trends, economic changes, and broad financial literacy . Maintain strong, long-term client relationships through proactive communication and ethical advice . Expand your network and leverage internal lead channels to scale your business . Requirements & Qualifications Experience: Minimum of 5 years of experience as a Financial Advisor . Education: Bachelor's Degree in Financial Planning or a related commercial field . Regulatory: RE5 (Regulatory Examination 5) certification is mandatory . Professional Designation: CFP® (Certified Financial Planner) designation is strongly preferred . Tech & Skills: Proficient in MS Office 365, outstanding presentation and active listening skills, strong attention to detail, and a goal-oriented mindset . Mobility: Must possess own reliable transport .