CFP® Financial Adviser

Role overview

The practice is an authorised financial services provider based in Centurion, providing professional financial planning and advisory services to individual and corporate clients with a strong focus on client relationships, compliance and long-term financial wellbeing.

The business is appointing a qualified, CFP®-registered Financial Adviser to provide professional advice to clients, build and maintain client relationships, and support the growth of the business through quality financial planning.

The role suits a self-driven, client-focused adviser who is fully compliant with FAIS Fit and Proper requirements and holds valid CFP® registration. A three-month probation period applies.

Key responsibilities

• Provide professional financial planning and advisory services to clients.
• Build, manage and maintain client relationships.
• Conduct client needs analyses and make suitable financial recommendations.
• Present appropriate financial solutions in line with client objectives.
• Ensure all advice and documentation complies with FAIS requirements and internal processes.
• Manage client reviews and ongoing service requirements.
• Grow and develop a client portfolio.
• Work with the administrative team to ensure accurate and efficient processing.

Minimum requirements

• Valid CFP® registration.
• Compliance with the Fit and Proper Regulations of the FAIS Act.
• Own reliable transport.
• Strong client relationship and communication skills.
• Ability to work independently and manage an own client base.
• Professional, ethical and compliance-focused approach.

Remuneration and benefits

• Negotiable minimum income for the first six months.
• Commission splits ranging from 50/50 to 70/30, depending on annual production.
• Pension benefit contribution of R500 per month from the practice.
• Medical scheme available at own cost.
• Company cellphone provided.
• 18 working days’ annual leave, including compulsory leave during the December festive season.

The successful candidate also receives full administrative backup, access to contracts at various companies, a professional office environment in Centurion, and supportive infrastructure for client servicing and business development.

Skills and competencies

• Holistic financial advice and needs analysis.
• Client relationship development and retention.
• Independent client-base management.
• Compliance and documentation discipline.

Personal attributes

Entrepreneurial, well-networked, compliant and motivated by a commission-based earning structure with clear growth potential.