Independent Financial Planner (Experienced)

Independent Financial Planner Job Specification

Location: Sandton, JHB, Gauteng (Hybrid)
Employment Type: Independent Contractor
Start-Up Support: Basic salary to get you going + Commission

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

We’re an independent financial advisory practice based in Sandton, looking for a passionate professional 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.

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

Client Acquisition & Relationship Management

• Promote and sell a wide range of top-tier funeral cover, life risk, and investment products
• Build strong relationships by conducting thorough needs analysis and offering tailored financial solutions
• Provide ongoing service and support to grow and retain your client base

Compliance & Process Excellence

• Adhere to FAIS and FSCA regulatory requirements
• Use our proprietary tech platform for client onboarding, tracking, and compliance
• Keep accurate, up-to-date records and documentation

? What We’re Looking For

• Minimum of 1-3 years’ experience in sales, ideally within financial services
• NQF Level 5 qualification (required), RE5 (advantageous)
• Clear criminal record and own 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
  
  
• Sales Coaching & Mentorship – From experienced and well-known industry professionals
  
  
• Career Progression Opportunities – Build your book or lead a team
  
  
• Flexible Hours & Hybrid Working – Work from home, in the field, or in the office
  
  

APPLY NOW

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.