Wealth Planner

SUMMARY:
-

POSITION INFO:

Are you a self-driven Wealth Management Specialist ready to take control of your career with the backing of powerful technology, proven systems, and a team that supports your success?

A tech-driven financial advisory practice based in Sandton, is looking for a passionate Wealth Management Specialist who wants to build a scalable and sustainable financial services business – on their own terms.

With our tech-first approach and lead-generating support, we’re not just offering a job - we’re offering a platform to accelerate your career and income potential. 

LifeCheq is a South African financial fintech company providing holistic, goal-based, and fully independent financial advice. Beyond our own advisory network, we proudly partner with select financial practices and franchise groups to strengthen their operations, expand their teams, and enhance client experience. Through this partnership model, LifeCheq recruits top-tier advisers for reputable firms across South Africa, ensuring that both advisers and clients benefit from world-class technology, compliance systems, and growth support.



What Makes Us Different?

• All-in-One Tech Platform - Say goodbye to admin overload. Our system automates everything from lead management to proposal generation, giving you more time to focus on what matters – closing deals and serving clients.
• Lead Support Built In - We feed your pipeline with quality leads, backed by a CRM system that helps you manage your book like a pro.
• Training that Grows with You - Access continuous training, coaching, and development programs designed to keep you sharp and compliant.
• Uncapped Growth Potential - Whether you want to stay independent or eventually build your own team, our model supports your ambitions.

Key Responsibilities:

•  Design and implement tailored financial strategies for individuals, groups, and businesses by analysing portfolios and identifying strategic investment opportunities (local and offshore).
• Promote and sell a comprehensive range of financial products, including risk, retirement, funeral, and investment solutions.
• Conduct detailed needs analyses to understand clients’ financial goals, risk tolerance, and long-term objectives, providing personalised recommendations accordingly.
• Build and maintain trusted client relationships through ongoing service, support, and regular portfolio reviews to optimise financial outcomes.
• Stay informed on market trends, economic developments, and regulatory changes to ensure the delivery of up-to-date, compliant financial advice.
• Collaborate with internal and external specialists to deliver holistic, client-centric wealth solutions.
• Ensure full compliance with FAIS and FSCA regulatory requirements, maintaining accurate, up-to-date client records and documentation.
• Utilise company technology platforms for seamless client onboarding, tracking, and compliance management.

Minimum requirements:

• Own reliable vehicle.
• 1-3 years’ experience in the financial industry, ideally within wealth planning
• NQF Level 5 qualification (advantageous)
• RE5 Certification (advantageous)
• Completed class of business (preferred)
• Clear criminal record and own reliable transport
• Proven track record of meeting or exceeding sales targets
• Excellent communication and interpersonal skills
• Driven, independent, and hungry to build your own successful practice

What You’ll Get:

• Onboarding & Accreditation Support – Get trained and certified fast
• High-Quality Leads Provided – Jumpstart your pipeline from day one
• Access to Lifecheq CRM & Tech Platform – Your digital back office
• Coaching & Mentorship – From experienced and well-known industry professionals
• Career Progression Opportunities – Build your book or lead a team

Start-Up Support: Basic salary to get you going + Commission

Flexible Hours & Hybrid Working – Work from home, in the field, or in the office

Please note: If you do not receive feedback within two weeks, unfortunately, your application was not successful on this occasion. We thank you sincerely for your interest in the opportunity.