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Financial Advisor/Planner (Lonfin Wea...

Hire Right Solutions

Gauteng

1-10⁠ Employees

Permanent

Full Time

9 days ago

I'm interested

Top skills

You're a great fit for this role if you have the following skills:

Retirement Planning

Financial Planning

Consulting Finance

Investment

Client Management

Introduction

We're recruiting Financial Planners for established financial planning practices that operate under one of South Africa's leading financial services brands.

If you're looking for more than just a job, this is an opportunity to build a long-term career while developing your own client base with the backing of experienced leaders, comprehensive training, and industry-leading support.

Whether you're an experienced Financial Planner or an ambitious professional looking to establish yourself in the industry, you'll be joining a business that is committed to helping advisers build sustainable, successful practices.

Who This Opportunity Suits

We're looking for individuals who are:

Ambitious and self-driven
Passionate about building long-term client relationships
Looking to grow a successful financial planning practice
Coachable and committed to continuous learning
Motivated by personal growth, financial independence and professional success

Duties & Responsibilities

Build and manage your own client portfolio
Conduct comprehensive financial needs analyses
Develop tailored financial planning solutions
Advise clients across investments, retirement planning, life insurance, wealth creation and risk management
Build long-term client relationships
Grow a sustainable financial planning practice

Desired Experience & Qualification

Grade 12 (Matric)
RE5 (required where applicable)
FAIS-compliant or working towards the required industry qualifications
Previous financial advisory or sales experience will be advantageous
Own reliable vehicle
Valid driver's licence
Professional presentation with excellent communication skills
Entrepreneurial mindset and passion for helping clients achieve their financial goals

Package & Remuneration

Why Join Us?

You'll enjoy the freedom of building your own business while benefiting from the support and resources of an established financial services network.

Comprehensive Adviser Support

Structured onboarding and ongoing professional development
Continuous training through an accredited financial services academy
Mentorship from experienced business leaders
Dedicated administration and compliance support
Access to legal, product and financial planning specialists
Financial planning tools and business development resources
Marketing support to help grow your client base
Mobile medical support services for qualifying client requirements
Interest-free technology loan assistance
Opportunities to complete industry qualifications and professional development programmes

Build a Sustainable Practice

No desk fees
Full operational support
Access to a broad range of financial solutions
Competitive commission structures
Performance bonuses and recognition programmes
Group benefits including provident fund and life cover (where applicable)
Career progression into leadership opportunities

Remuneration

Competitive commission-based remuneration
Training allowance available for qualifying advisers during onboarding
Performance bonuses and production incentives
Technology assistance and adviser support programmes
Unlimited earning potential

Read the full job description here.

I'm interested

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Company headquarters: 40 Galaxy Avenue, Linbro Office Park, Johannesburg
Registration Number (1999/005423/07)
Managing Directors: Desmond O´Grady, Greig Smith, Orla Moran