The Role:

Join us as a Financial Planner in a flexible hybrid role that combines office presence in Cape Town with remote work options.
You'll provide sophisticated financial planning services while building your expertise through our supported development program.

Essential Requirements:

1. RE5 Qualification (COMPULSORY)
2. Class of Business for Long-term Insurance & Investments (COMPULSORY)
3. Minimum 2 years' experience as a Financial Planner/Advisor
4. Bachelor's degree in Finance, Economics, Business, or Recognized FAIS qualification (Wealth Management - 120 credits minimum) or higher (PREFERED, but not compulsory)

What Makes Our Offer Special:

1. Full Funding for Your education until CFP Qualification (Terms and Conditions Apply) - Advance your career while we invest in your growth
2. Competitive Commission Structure (Commission-Only Based)
3. Access to 100+ Top-Tier South African Financial Product Providers
4. Complete Support in Transferring Your Existing Client Book
5. Collaborative, Innovation-Driven Work Environment

Please send your resume/CV