Executive Financial Advisor
About the Opportunity
Are you an experienced, client-centric Financial Advisor looking to elevate your career within a prestigious, award-winning wealth management practice?
On behalf of our clientan elite, independent, and award-winning FPI Approved Professional Practicewe are seeking dynamic Financial Advisors (Investment Specialists) across Gauteng, Western Cape, and KwaZulu-Natal.
This is an exceptional opportunity for an advisor who wants to focus on what they do best: building client relationships and delivering expert financial advice, backed by an industry-leading support structure.
Why Join This Practice?
Unlike traditional tied environments, our client offers a truly independent advisory platform with top-tier operational and administrative backing:
Unmatched Administrative Support: Dedicated Service Managers and Service Consultants handle quote generation, client onboarding, and application submissions so you can focus on clients.
Dedicated Research & Paraplanning: Access high-quality market insights, economic reports, estate plans, and investment proposals prepared by in-house paraplanners.
Strong Lead Generation & Marketing Support: Benefit from active corporate account leads, client appreciation events, media visibility (TV/Radio/Articles), and newsletter campaigns.
Full Tech & Compliance Suite: Receive advanced financial planning software, a CRM system, full laptop/office setup, and guidance from Key Individuals and Practice Managers.
Professional Growth: Full coverage for industry affiliations (FPI, FIA, IoDSA), ongoing workshops, and CPD development.
Key Responsibilities
Deliver holistic financial, retirement, and tax planning tailored to individual client goals.
Design, implement, and monitor personalized investment strategies and portfolios.
Educate clients on market trends, economic changes, and broad financial literacy.
Maintain strong, long-term client relationships through proactive communication and ethical advice.
Expand your network and leverage internal lead channels to scale your business.
Requirements & Qualifications
Experience: Minimum of 5 years of experience as a Financial Advisor.
Education: Bachelors Degree in Financial Planning or a related commercial field.
Regulatory: RE5 (Regulatory Examination 5) certification is mandatory.
Professional Designation: CFP® (Certified Financial Planner) designation is strongly preferred.
Tech & Skills: Proficient in MS Office 365, outstanding presentation and active listening skills, strong attention to detail, and a goal-oriented mindset.
Mobility: Must possess own reliable transport.