Financial Advisor / Planner

SUMMARY:
We are a leading financial services firm with a strong foundation in mentorship, innovation, and people-centered values. Being the biggest Independent Franchise in South Africa, we are committed to developing financial planners who are passionate about helping clients and businesses achieve their financial goals. With over 23 years of success in the industry, we continue to grow and empower our teams to reach new heights. Our company culture is one of collaboration, inclusivity, and support. We believe in fostering a close-knit environment where individuals can thrive both personally and professionally. Our team operates like a family, celebrating achievements together and always pushing each other toward excellence. We value hard work, genuine care for clients, and a positive attitude, and we are passionate about building a workplace that inspires growth, innovation, and mutual respect.

POSITION INFO:
Requirements:

• Matric.
• Own reliable vehicle and laptop.
• Bachelor’s degree (BCom, BA, LLB, or related degree)
• Must be bilingual – English and Afrikaans

• Experience in sales/key accounts/customer relations/marketing/business development.
• Good interpersonal skills and ability to build and maintain quality client relationships.
• Resilient, competitive, ambitious, confident, positive attitude and entrepreneurial spirit.
• Ethical mindset, strong value system, and team-orientated.
• Sales / Retail / Business Development experience

• Client Consultation & Relationship Management: Conduct in-depth consultations with clients to understand their financial goals, risk tolerance, and current financial situation.
• Developing Financial Solutions: Create tailored financial solutions addressing wealth creation, debt management, and protection strategies.
• Investments (Local and Offshore): Provide informed and strategic investment solutions, considering clients' risk tolerance, investment horizon, and financial objectives.
• Risk Analysis: Identify and mitigate financial risks and propose risk management strategies, including insurance and diversification, to safeguard clients' financial security.
• Retirement Planning: Design strategies to ensure financial independence during retirement.
• Tax Strategies: Implement tax-efficient strategies to optimize client’s financial situation and minimize tax liabilities.
• Estate Planning: Assist with estate structuring and drafting wills to ensure seamless asset transfer.
• Business Assurance: Offer financial solutions for business stability, including succession planning, risk management, and fringe benefits. As well as enhance profitability by creating a tailored framework for managing finances effectively.
• Financial Markets & Personal Branding: Stay updated on financial market trends and create/maintain a professional personal brand.
• Client Education: Simplify financial concepts to empower clients to make informed decisions.