Independent Financial Advisor
Lesley Snyman & AssociatesStrathavon, South Africa1 day ago
Job descriptionBuild 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
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
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Financial Advisor • Strathavon, South Africa
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