Independent Financial Advisor

Recruiter:

Lotus Recruitment

Job Ref:

CPT000220/MdW

Date posted:

Friday, July 18, 2025

Location:

Remote, South Africa

Salary:

Monthly

SUMMARY:
We are seeking a motivated and professional Independent Financial Advisor (IFA) to join our dynamic and growing team.
Shape Your Future with our client

Are you frustrated not getting the support, strong leader/mentorship and coaching to reach YOUR full potential?

Our client does not just see you as a money-making machine, slaving away for a company that only enriches themselves; you will become a valued “family” member, nurtured and coached to be a highly regarded professional in your field.

POSITION INFO:
Benefits

Uncapped commission structure – training salary available for initial 2 months.
Commission paid daily, weekly, or monthly – based on performance and payout structure
Generous and negotiable commission structure, recognition programs including on-shore and off-shore incentive trips; plus bonus structures
Flexible working hours and independence
Administrative support and digital tools provided
Access to your own personal life and business coach to support your growth and success
Full administrative back-office support, CRM platforms, Astute, MS Office, professional indemnity cover, and advisor app to manage your business
Support in terms of AI, social media, lead generation and physical appointments

Minimum Requirements:

Matric (Grade 12) is essential
RE5 Certificate (as per FSCA regulatory requirements)
NQF Level 5 Qualification in Financial Planning or equivalent recognised by the FSCA
Class of Business (COB) Certification relevant to product categories being advised on
Minimum of 2 years’ experience as a Financial Advisor (independent or tied)
A valid driver’s licence and own reliable transport
Access to a laptop and stable internet connection
Proficient in MS Office (Word, Excel, Outlook)
Knowledge of regulatory bodies including the FSCA, FAIS Act, and FICA requirements

Key Responsibilities:

Conduct detailed financial needs analyses for individuals and businesses.
Provide holistic financial advice, including retirement planning, investment strategies, risk cover, estate planning, and wealth creation.
Build and maintain a strong client portfolio through networking, referrals, and lead generation.
Stay updated with relevant legislation, compliance requirements, and industry best practices.
Maintain detailed records of client interactions and ensure all documentation is compliant with regulatory standards.
Present and sell appropriate financial products and services from approved providers.
Follow up regularly with clients to review financial plans and adjust strategies as necessary.

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