Financial advisor

SUMMARY:
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POSITION INFO:

Financial Advisor / Wealth Consultant
Location: Garden Route, Pretoria, Johannesburg, Cape Town or Remote (Experienced Advisors)
Employment Type: Commission-Based

About the Opportunity

We are expanding our national footprint and are seeking ambitious, entrepreneurial Financial Advisors to join our growing team. Our main underwrite is Liberty, but we also have a brokerage with 60 different codes. 

This opportunity is ideal for experienced financial advisors, wealth consultants, insurance brokers, or sales professionals who are passionate about helping clients achieve their financial goals while building a successful practice of their own.

Successful candidates will have the flexibility to operate from one of our offices in the Garden Route, Pretoria, Johannesburg, or Cape Town, or work remotely (if they have an established client base and industry experience)

Key Responsibilities

• Build and maintain long-term client relationships
• Conduct financial needs analyses and provide suitable solutions
• Assist clients with wealth creation, investment planning, retirement planning, risk cover, and estate planning
• Generate new business through networking, referrals, and business development activities
• Maintain ongoing client reviews and service engagements
• Ensure compliance with industry regulations and company standards
• Achieve agreed sales and business growth targets

Minimum Requirements

• Previous experience in financial advisory, wealth management, insurance, investments, or financial services
• RE5 qualification advantageous
• Class of Business and FAIS compliance requirements advantageous
• Strong sales, networking, and relationship-building skills
• Self-motivated with an entrepreneurial mindset
• Excellent communication and interpersonal skills
• Own reliable transport and access to a laptop
• Existing client base will be highly advantageous

What We Offer

• Attractive commission structure with unlimited earning potential
• Administrative and operational support
• Access to office facilities in multiple locations
• Ongoing training and professional development
• Flexible working arrangements
• Opportunity to build and grow your own client portfolio within a supportive environment

Remuneration:
Commission-Based Only (Value proposition available on request)

This role is best suited to individuals who are driven by performance, enjoy building relationships, and are motivated by uncapped earning potential.

Apply Now

If you are passionate about helping clients secure their financial future and want the freedom to build your own successful advisory practice, we would love to hear from you.