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

Similar jobs you might be interested in:

Independent Financial Advisor
Location: Strathavon
Salary:
Today

Independent Financial Planner (Experienced)
Location: Johannesburg
Salary:
26 days ago

Company Secretary, Legal and Compliance Officer
Location: Pretoria
Salary: R1.6 million p/a + benefits
We have an opportunity for a Company secretary and Legal & Compliance Officer for a well established company based in the Pretoria East area. The successful candidate will have a completed LLB degree with 10 years experience as an admitted attorney with 5 years company secretarial experience (senior role)
4 days ago

Junior Financial Advisor | Faerie Glen
Location: Johannesburg
Salary: Annual Salary
Junior financial advisor | Faerie Glen
20 days ago

Financial Planning Associate
Location: Johannesburg
Salary: Market Related
financial Planning Associate
36 days ago

Senior Energy Consultant
Location: Johannesburg
Salary: Annually
Join a dynamic, multi-disciplinary Energy team and play a key role in delivering impactful energy projects across South Africa and beyond. The position can be based in Cape Town or Johannesburg. As a Senior Energy Consultant, you’ll support the continued growth and success of our Energy Consulting division, leading internal teams and contributing to business development, project managem...
1 day ago

Accountant
Location: Pretoria
Salary: R 40 000 CTC
We are seeking a confident, professional, and detail-oriented Accountant to join our dynamic team. The ideal candidate is independent yet collaborative, able to manage a full accounting function and deliver accurate, timely financial information for a range of clients.Full bookkeeping function to trial balanceVAT reconciliations and submissionsEMP201, EMP501, UIF, and COIDA submissionsPreparation ...
6 days ago

Store Manager
Location: Johannesburg
Salary: R15,000.00 Monthly
We are seeking a dynamic Store Manager with a strong sales mindset to lead the Brakpan store. This is an exciting opportunity to run the store like your own business, with the chance to earn a performance-based bonus in April and commission.
6 days ago

Experienced Financial Planner
Location: Johannesburg
Salary:
Experienced financial Planner- Sandton, Gauteng (Hybrid)
6 days ago

Internal Auditor - Newly qualified CA (SA) - BEE requirement - JHB
Location: Johannesburg
Salary: R720 000
Internal Auditor - Newly qualified CA (SA) - BEE requirement - JHB
6 days ago