Financial Advisor

Company description:

• Origin Financial is one of the biggest IFA s in the South African market. We specialise in customized solutions and advice tailored to each individual client s financial life cycle.
• We present a significant opportunity for experienced financial advisors to grow and secure their financial practice in our organization with a national footprint through our partners and service providers within the financial services industry.
• Our services are designed to simplify the complexity. of managing wealth and providing clarity and order our clients financial affairs.
• We pride ourselves on helping our financial advisors to realise their worth. We attribute our growth and performance to our incredible partners and our marketleading value proposition of holistic advice that in turn secures consistent growth in earnings within our team of financial advisors.

Role description:

• Origin Financial is seeking experienced financial advisors located in Western Cape (specifically Cape Town and the Garden Route district). We offer flexibility and follow a hybrid workplace model. Our advisors are supported by an inhouse dedicated team of administrators and paraplanners.
• As a financial advisor you will be responsible for providing comprehensive financial planning offering expert advice on finance retirement planning investment and financial advisory services.
• You will work closely with clients to develop customized solutions to meeting their financial goals and objectives.

Requirements

• Have a thorough understanding of the Financial Advisory and Intermediary Services (FAIS) Act and Financial Intelligence Centre Act (FICA).
• Regulatory examination successfully completed and registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
• Excellent knowledge of financial planning principles and investment strategies.
• CFP or Post diploma in Financial Planning advantageous.
• Strong communication and interpersonal skills to collaborate effectively with clients.
• Passionate about providing the best financial services and advice to clients.
• Ability to maintain and develop relationships with clients and communicate complex financial advice.
• Minimum of 35 years DOFA and supervision completion.

Benefits

• Competitive remuneration packages with company benefits.
• Fastpaced work environment.
• Employee centric practices.
• Remote working conditions (hybrid teams).
• Employee recognition and appreciation initiatives.

Qualifications and experience: Have a thorough understanding of the Financial Advisory and Intermediary Services (FAIS) Act and Financial Intelligence Centre Act (FICA). Regulatory examination successfully completed and registered with Financial Sector Conduct Authority (FSCA) for more than 24 months. Excellent knowledge of financial planning principles and investment strategies. CFP or Post diploma in Financial Planning advantageous. Strong communication and interpersonal skills to collaborate effectively with clients. Passionate about providing the best financial services and advice to clients. Ability to maintain and develop relationships with clients and communicate complex financial advice. Minimum of 3-5 years DOFA and supervision completion.