Apply to Certified Financial Planner

We are seeking a client-centric, qualified Financial Advisor to build a thriving practice in KwaZulu-Natal. This role is for a true advisor, not just a salesperson. You will possess a deep-seated customer service mindset, viewing every interaction as an opportunity to build trust and provide exceptional, long-term value. By leveraging your relevant qualifications, strong local network, and proven sales experience, you will become a dedicated partner in your clients' financial journeys, helping them navigate complexity with confidence.

 

Key Responsibilities:

• Advisory & Financial Planning:
• Act as a trusted fiduciary, providing holistic, client-first financial advice across retirement, investment, risk, estate, and tax planning.
• Conduct in-depth financial needs analyses with empathy and a genuine desire to understand each client’s unique goals, fears, and life situation.
• Client Relationship & Service Excellence:
• Proactively manage the entire client lifecycle with a service-oriented approach—from the initial consultative discovery to ongoing reviews and portfolio adjustments.
• Prioritize client education, ensuring they understand their plan and the reasoning behind recommendations, fostering confidence and long-term loyalty.
• Go beyond transactions by providing proactive communication, timely updates, and being readily accessible to address client concerns or changing needs.
• Business Development:
• Grow your client base organically by leveraging your strong KZN network, with a focus on referrals earned through outstanding service.
• Utilize your sales experience in a consultative manner, focusing on matching solutions to identified needs rather than product pushing.
• Compliance & Professionalism:
• Uphold the highest ethical standards and ensure full compliance with FAIS and FSCA regulations, viewing compliance as a cornerstone of client protection and trust.

 

Required Qualifications & Experience:

• Relevant Qualifications: A recognized tertiary qualification in Finance, Business, or a related field.
• Essential Certification: Must be FAIS compliant with a valid RE 5 and registered as a Representative with a licensed FSP. Progress toward or possession of CFP® is highly advantageous.
• Sales & Service Experience: 3-5 years of proven experience in financial services sales, with a demonstrable track record of retaining clients through superior service.
• Local Network: An established professional and community network within KwaZulu-Natal.
• Product Knowledge: Comprehensive understanding of key financial products and legislation.

Essential Skills & Competencies:

• Unwavering Customer Service Ethos: A natural inclination to serve, advocate for, and build lasting partnerships with clients.
• Exceptional Interpersonal & Communication Skills: Ability to listen actively, explain complex concepts simply, and build deep rapport.
• Consultative & Empathetic Approach: Puts client needs first in all decision-making and recommendations.
• Strong Analytical & Planning Abilities.
• Integrity & Professionalism: Acts with honesty and transparency, always in the client’s best interest.
• Resilience & Self-Motivation.
• Valid driver’s license and own reliable vehicle.

 

What We Offer:

• A competitive package with a base salary paid for a fixed initial period and a performance bonus rewarding both client acquisition and retention.
• Ongoing training and support for professional development.
• Access to a leading investment and insurance platform.
• The opportunity to build a respected, service-driven practice with a reputable brand.