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Financial Advisor
People DimensionRandburg, South Africa24 days ago
Job descriptionRE5 qualification (Compulsory) CFP® designation (Certified Financial Planner) – Advantageous Proven track record in financial advice or wealth management Strong understanding of investment products, estate planning, risk cover, and retirement solutions Ability to build and maintain a client base Excellent communication, networking, and interpersonal skills Compliance and regulatory awareness in financial services Self-driven with an entrepreneurial mindset Revenue split : 50% Advisor / 30% Head Office / 20% Branch Full use of company’s infrastructure including : Office space & meeting facilities Administrative and compliance support Access to company platforms, investment tools, marketing / events Equity participation in company – become a stakeholder in the business Full ownership of your income stream and client book Receive financing and a basic monthly income from Head Office Pre-allocated client book from Directors and Head Office Option to buy back your client book after a defined period Ideal for advisors needing support in the early stages of practice growth
Introduction
A leading Financial Services company based in Johannesburg, is currently seeking a motivated, entrepreneurial and client-focused Financial Advisor to join their team.
Duties & Responsibilities
- Provide financial planning and advice to individual and corporate clients.
- Build and manage a sustainable book of business.
- Conduct client reviews, needs analysis, and provide tailored wealth solutions.
- Adhere to the company’s compliance and professional standards.
- Continuously stay up to date with industry regulations, trends, and company platforms.
- Participate in branch activities, training, and client events.
Desired Experience & Qualification
Package & Remuneration
WORKING MODEL OPTIONS
The company offers two flexible and rewarding engagement models tailored to your growth preferences and financial goals :
Option 1 : Income Ownership Model (50 / 30 / 20 Split)
Option 2 : Financed Growth Model (Basic Salary + Client Book)
Interested?
Please mail your CV to hr1 (at) peopledimension (dot) co (dot) za
Shortlisted applicants will be contacted within 2 weeks, if you do not hear from us by then your application for this position was unsuccessful, but you have been added to our database for future vacancies.
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Financial Advisor • Randburg, South Africa
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