What you’ll do

As a Financial Advisor, you’ll:

• Build trusted relationships with clients, understanding their unique goals and challenges.
• Provide holistic financial planning across investments, retirement, risk, estate, and tax.
• Develop tailored strategies and keep clients on track toward their financial aspirations.
• Stay ahead of industry shifts, regulatory changes, and financial products to deliver sound advice.
• Grow and manage your client base by networking internally and externally.

What you’ll bring

• A relevant qualification (National Certificate, Advanced Diploma, BTech, or BCom in Accounting, Business, Finance, Marketing, or Risk Management).
• RE5 certification (mandatory).
• 2–3 years’ proven experience as a Financial Planner.
• CFP® (Post Graduate Diploma in Financial Planning) would be an advantage.
• Strong communication, relationship-building, and analytical skills.
• A proactive, detail-driven, and client-focused mindset.

Why this role is for you

• You’re driven to continuously learn and grow.
• You’re motivated by helping others achieve financial freedom.
• You’re entrepreneurial, resilient, and passionate about making a positive impact.