Experienced Financial Planner

SUMMARY:
Experienced Financial Planner- Sandton, Gauteng (Hybrid)

POSITION INFO:
LifeCheq is a South African financial advisory and fintech company providing holistic, goal-based, and fully independent financial advice. Beyond our own advisory network, we proudly partner with select financial practices and franchise groups to strengthen their operations, expand their teams, and enhance client experience. Through this partnership model, LifeCheq recruits top-tier advisers for reputable firms across South Africa, ensuring that both advisers and clients benefit from world-class technology, compliance systems, and growth support.

About the role
Are you a self-driven financial adviser ready to take control of your career with the backing of powerful technology, proven systems, and a team that supports your success?

A tech-driven financial advisory practice based in Sandton, is looking for a passionate Financial Adviser who wants to build a scalable and sustainable financial services business – on their own terms.

With our tech-first approach and lead-generating support, we’re not just offering a job - we’re offering a platform to accelerate your career and income potential.

What Makes Us Different?

• All-in-One Tech Platform - Say goodbye to admin overload. Our system automates everything from lead management to proposal generation, giving you more time to focus on what matters – closing deals and serving clients.
• Lead Support Built In - We feed your pipeline with quality leads, backed by a CRM system that helps you manage your book like a pro.
• Training that Grows with You - Access continuous training, coaching, and development programs designed to keep you sharp and compliant.
• Uncapped Growth Potential - Whether you want to stay independent or eventually build your own team, our model supports your ambitions.

• Promote and sell a wide range of top-tier products including: risk, retirement, funeral and investment products
• Build strong relationships by conducting thorough needs analysis and offering tailored financial solutions
• Provide ongoing service and support to grow and retain your client base

• Adhere to FAIS and FSCA regulatory requirements
• Use our proprietary tech platform for client onboarding, tracking, and compliance
• Keep accurate, up-to-date records and documentation

• 1-3 years’ experience in sales, ideally within financial services
• NQF Level 5 qualification (advantageous)
• RE5 Certification (advantageous)
• Completed class of business (preferred)
• Clear criminal record and own reliable transport
• Proven track record of meeting or exceeding sales targets
• Excellent communication and interpersonal skills
• Driven, independent, and hungry to build your own successful practice

• Onboarding & Accreditation Support – Get trained and certified fast
• High-Quality Leads Provided – Jumpstart your pipeline from day one
• Access to Lifecheq CRM & Tech Platform – Your digital back office
• Sales Coaching & Mentorship – From experienced and well-known industry professionals
• Career Progression Opportunities – Build your book or lead a team