Senior Financial Advisor – Independent Wealth & Investment Platform

About the role

Join an established independent financial services provider and run your own advisory practice with full ownership of your client book. You will operate from Kloof (Durban area) and benefit from a supportive infrastructure that handles compliance, operations and technology.

Key responsibilities

• Build, manage and grow an independent advisory practice.
• Develop long‑term relationships with clients and provide holistic financial planning.
• Advise on investments, life insurance, retirement planning, short‑term insurance and healthcare.
• Deliver unbiased advice tailored to each client’s needs.
• Continuously expand your client base with the backing of a national FSP.

Required profile

• RE5 qualification with 120 FAIS credits.
• Minimum two years’ experience as a Financial Advisor.
• Existing client base is advantageous.
• Own reliable vehicle and a valid driver’s licence.
• Clear credit and criminal record.

Required skills

• Proficiency with CRM systems.
• Experience using Astute.
• Experience using AtWork.

What we offer

• Full ownership of your client book with no restraints of trade.
• Access to multiple leading product providers across life, investments, retirement, short‑term insurance and healthcare.
• Comprehensive compliance and operational support, including professional indemnity cover.
• Assistance with onboarding, provider code registrations and book transfers.
• Weekly commission payments, competitive splits and unlimited earning potential.
• Structured referral opportunities and succession planning options.