Financial Advisor

Cape Town, South Africa | Posted on 04/02/2024

• 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 experiencedfinancial 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' financialaffairs.
• We pride ourselves on helping our financial advisorsto realise their worth. We attribute our growth and performance to our incredible partners and our market-leading value proposition of holisticadvice that, in turn, secures consistent growth in earnings within ourteam of financial advisors.
• Origin Financial is seeking experienced financialadvisors 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 in-house dedicated team of administratorsand para-planners.
• As a financial advisor, you will be responsible for providing comprehensive financial planning, offering expert advice onfinance, retirement planning, investment, and financial advisory services.
• You will work closely with clients to developcustomized solutions to meeting their financial goals and objectives.

• 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 24months.
• Excellent knowledge of financial planning principles and investment strategies.
• Strong communication and interpersonal skills to collaborate effectively with clients.
• Passionate about providing the best financial service sand 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.
• Competitive remuneration packages with companybenefits.
• Fast-paced work environment.
• Employee centric practices.
• Remote working conditions (hybrid teams).
• Employee recognition and appreciation initiatives.