Financial Advisor
The Recruitment Council Johannesburg
Are you a Certified Financial Planner® (CFP®) with a solid foundation in paraplanning and a passion for holistic client ownership? Ready to take the pivotal step from support to lead advisor with a premier independent financial planning firm?
A top-tier financial planning practice known for its values of Caring, Creative, Accurate, and Qualified is seeking a highly competent Junior Financial Advisor to join our team. This role is the critical bridge between technical expertise and full advisory responsibility, offering you a clear path and dedicated mentorship toward becoming a Senior Financial Planner.
Responsibilities:
- Client Portfolio Ownership
- Manage & Grow: Manage and grow a dedicated portfolio of clients, serving as their primary point of contact.
- Advisory Leadership: Lead client meetings (with guidance where required) and present tailored financial planning solutions.
- Relationship Building: Build long-term client relationships through proactive communication and responsive service.
- Holistic Financial Planning & Delivery
- Comprehensive Advice: Prepare and deliver holistic financial plans, advice agreements, and supporting analyses across investments, risk, retirement, and estate planning.
- Technical Excellence: Conduct detailed portfolio reviews, asset allocation analyses, and scenario modeling, utilizing advanced software (e.g., Xplan, Xtools, Asset Map).
- Compliance: Ensure complete compliance with all regulatory requirements, including FAIS, FIC, POPIA, and TCF, in every aspect of advice delivery.
Qualifications and Experience:
- Certified Financial Planner® (CFP®) designation.
- Postgraduate Diploma in Financial Planning (NQF 8).
- Essential Regulatory Examinations (RE5) completed.
Experience:
- Minimum 2 years client-facing experience in financial services.
- Demonstrable previous paraplanning experience in a financial planning environment.
Growth Mindset:
- A commitment to continuous professional development (CPD) and progression toward senior planner responsibilities.
Scholtz Partners InternationalJohannesburg
Financial Advisor
Our client is seeking an experienced Financial Advisor to join their team in Johannesburg!
What we offer:
• Commission-based earning potential
• Location: South of Johannesburg
• Hybrid working model with flexibility for home...
The Recruitment CouncilJohannesburg
Are you a Certified Financial Planner® (CFP®) with a solid foundation in paraplanning and a passion for holistic client ownership? Ready to take the pivotal step from support to lead advisor with a premier independent financial planning firm?
A top...
Fouche & Co RecruitmentJohannesburg
As a Financial Advisor, you will manage a portfolio of clients, provide ongoing financial planning support, and develop new business opportunities. You will offer advice on investment strategies, retirement planning, estate planning, and risk...