Financial Adviser / Financial Planner

Role overview

ACG Growth Partners™ is recruiting an experienced Financial Adviser / Financial Planner on behalf of an established independent financial planning and wealth management practice in Gqeberha (Port Elizabeth).

The successful candidate will develop and manage long-term client relationships, deliver compliant holistic financial advice and contribute to the continued growth of the practice. A CFP® professional is preferred, although strong advisers with the appropriate regulatory standing and experience will also be considered.

Key responsibilities

• Build, service and grow a portfolio of financial planning clients.
• Conduct comprehensive Financial Needs Analyses and identify clients’ short-, medium- and long-term objectives.
• Provide compliant advice across investments, retirement planning, risk, estate planning and related financial planning areas.
• Prepare and present appropriate recommendations and maintain complete advice documentation.
• Conduct regular client portfolio reviews and maintain strong ongoing client relationships.
• Develop new business through referrals, networking and professional relationship-building.
• Identify cross-planning opportunities within existing client relationships.
• Maintain appropriate FAIS, FICA and internal compliance standards.
• Work closely with paraplanning and administration support to ensure accurate and timely implementation.
• Contribute positively to the practice’s growth, client retention and professional reputation.

Minimum requirements

• Three to five years’ relevant Financial Adviser / Financial Planner experience preferred.
• RE5 and appropriate FAIS regulatory standing.
• A relevant NQF Level 5 or higher financial services or financial planning qualification.
• Proven experience providing holistic financial advice.
• Demonstrable client management and relationship-building ability.
• Sound knowledge of investments, retirement planning and risk solutions.
• Strong written and verbal communication skills.
• A professional, ethical and client-centric approach.

Preferred qualifications

• CFP® designation.
• Postgraduate Diploma in Financial Planning or equivalent.
• Existing exposure to affluent and high-net-worth clients.
• Strong investment and retirement planning capability.
• An established referral network or a proven new-business track record.
• Experience operating within an independent financial planning practice.

Skills and competencies

• Commercially driven while maintaining a strong advice-led approach.
• Excellent interpersonal and relationship management skills.
• Strong planning, presentation and negotiation capability.
• The ability to build trust and maintain long-term client relationships.

Personal attributes

A self-motivated, disciplined and accountable adviser with high professional standards and personal integrity, who puts sound advice ahead of the sale and builds client relationships that last.

Why this opportunity

• An established financial planning and wealth management environment in Gqeberha.
• Broad advice exposure across investments, retirement, risk and holistic planning.
• A salary of up to R55,000 per month, depending on experience and qualifications.
• An established client base and adviser support structure.
• A long-term opportunity within a professional practice focused on sustainable growth.

Candidate information required

Please submit your latest CV together with:

• Current remuneration.
• Expected remuneration.
• Notice period and availability.
• RE5 status.
• Highest relevant qualification.
• CFP® status.
• A brief summary of your current client and advice experience.

All applications and initial discussions are handled confidentially. The client’s identity may be disclosed to shortlisted candidates at the appropriate stage of the recruitment process.