Independent Financial Advisor

Recruiter:

Lesley Snyman & Associates

Job Ref:

2969451465

Date posted:

Monday, November 10, 2025

Location:

Strathavon, South Africa

SUMMARY:
-

POSITION INFO:

To provide professional, independent financial advice to clients, leveraging an established client base while building and managing your own portfolio of high-net-worth and mass-affluent clients. The role offers long-term growth within a highly reputable wealth and asset management firm known for its integrity, technical expertise, and client-centric service.

Minimum Requirements and Qualifications

RE5 Qualification
CFP® designation, or currently in the process of completing the CFP® Board Exam
Bachelor’s Degree in Finance, Financial Planning, Investment Management, or a related field
Minimum of 2 to 4 years’ experience in the financial services or advisory environment
Strong understanding of investment products, financial planning principles, and wealth management
Clean FSCA record and compliance status
Valid driver’s licence and own reliable transport

Key Performance Areas

Build and maintain long-term client relationships through trusted and professional financial advice
Conduct detailed financial needs analyses and prepare tailored investment and financial plans
Leverage the firm’s existing client base to grow assets under management and expand personal client portfolios
Deliver accurate and professional client presentations, reviews, and investment proposals
Ensure compliance with FAIS and FSCA regulatory standards at all times
Stay current with market trends, product developments, and changes in legislation affecting clients
Work collaboratively with senior advisors and management to achieve team and personal growth objectives
Maintain a professional image aligned with the firm’s reputation for excellence and integrity

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