Financial Planner / Advisor – Independent Brokerage

About the role

Join an independent brokerage that empowers financial professionals to build their own sustainable businesses. You will own your client book, benefit from bespoke commission structures, and receive extensive support, technology, and mentorship to grow your practice.

Key responsibilities

• Develop and manage your own client portfolio.
• Conduct comprehensive financial needs analyses.
• Provide tailored financial planning advice across investment, risk, healthcare, and short‑term insurance solutions.
• Build long‑term relationships based on trust and professionalism.
• Leverage lead‑generation, appointment‑setting, and CRM tools to expand your client base.

Required profile

• Matric qualification and a reliable vehicle.
• Valid driver’s licence.
• Professional and entrepreneurial attitude.
• FAIS RE5 120 credits.

Required skills

• CRM tools proficiency.

What we offer

• Access to 14 investment, 11 risk, 40 short‑term insurance, and multiple healthcare providers.
• No desk fees and full ownership of your client book.
• Structured academy, mentorship, and coaching for new advisers.
• Marketing support, personal webpage, and national footprint across major South African cities.
• Opportunity to progress from adviser to business leader.