Financial Advisor

Recruiter:

People Dimension

Job Ref:

214746570

Date posted:

Wednesday, September 3, 2025

Location:

Randburg, South Africa

SUMMARY:
-

POSITION INFO:

Introduction

A leading Financial Services company based in Johannesburg, is currently seeking a motivated, entrepreneurial and client-focused Financial Advisor to join their team.

Duties & Responsibilities

Provide financial planning and advice to individual and corporate clients.
Build and manage a sustainable book of business.
Conduct client reviews, needs analysis, and provide tailored wealth solutions.
Adhere to the company’s compliance and professional standards.
Continuously stay up to date with industry regulations, trends, and company platforms.
Participate in branch activities, training, and client events.

Desired Experience & Qualification

RE5 qualification (Compulsory)
CFP® designation (Certified Financial Planner) – Advantageous
Proven track record in financial advice or wealth management
Strong understanding of investment products, estate planning, risk cover, and retirement solutions
Ability to build and maintain a client base
Excellent communication, networking, and interpersonal skills
Compliance and regulatory awareness in financial services
Self-driven with an entrepreneurial mindset

Package & Remuneration

WORKING MODEL OPTIONS

The company offers two flexible and rewarding engagement models tailored to your growth preferences and financial goals:

Option 1: Income Ownership Model (50/30/20 Split)

Revenue split: 50% Advisor / 30% Head Office / 20% Branch
Full use of company’s infrastructure including:
Office space & meeting facilities
Administrative and compliance support
Access to company platforms, investment tools, marketing/events
Equity participation in company – become a stakeholder in the business
Full ownership of your income stream and client book

Option 2: Financed Growth Model (Basic Salary + Client Book)

Receive financing and a basic monthly income from Head Office
Pre-allocated client book from Directors and Head Office
Option to buy back your client book after a defined period
Ideal for advisors needing support in the early stages of practice growth

Interested?

Please mail your CV to hr1 (at) peopledimension (dot) co (dot) za
Shortlisted applicants will be contacted within 2 weeks, if you do not hear from us by then your application for this position was unsuccessful, but you have been added to our database for future vacancies.

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