Financial Planning Consultant

We are looking for a passionate, client-focused and sales driven Financial Planning Consultant professional to transform financial journeys through trusted advice, innovative technology and impactful solutions that empower clients to achieve their long-term investment goals.

• Identify a client’s investment needs, risk tolerance and profile, other investments (and other assets), personal circumstances, income requirements, investment time horizon etc
• Make a written recommendation based on a client’s responses to the risk profile questionnaire and subsequent discussions
• Provide the client with information on the performance of the various investment portfolios available
• Educate the clients with regards to basic investment principles, i.e. risk versus reward, market sentiment, trends, performance (offshore and local), benchmarks etc
• Ensure that the clients investment portfolio is consistent with FPC’s investment philosophy
• Provide ongoing financial planning advice to “retained” clients
• Develop and implement strategies to obtain and manage business opportunities arising within assigned Corporate accounts
• Manage and strengthen relationships with key staff in assigned Corporate
• Resolve client concerns, queries and/or complaints
• Source new business from retained clients and by means of referrals
• Implement and process advice in the line with FPC systems and policies
• Support Alexforbes client related strategies and deliver key goals as contained in an approved business plan

• Matric (essential)
• Recognised FAIS related qualification and credits
• Fit and proper and also no longer working under supervision
• Minimum 5 years’ experience as a Financial Advisor
• Strong knowledge of investments and life products
• Understanding of corporate and individual client environments
• Valid driver's license and own vehicle
• Bilingual in both English and Afrikaans
• Proficiency in Microsoft Office (Word, Excel, Outlook)
• CFP (advantageous)

Did you know that Alexforbes was named South African Manager of the Year at the 2026 Raging Bulls Awards?

• Bursary and Leadership Development Programmes to help you grow professionally.
• E-Learning Forums and continuous learning opportunities.
• Financial Planning Support tailored for staff.

• Total Rewards Package:
  Competitive short- and long-term incentives.
• Power Of One:
  Monetary recognition for outstanding performance.
• Lead Incentives & Referral Bonuses for helping us grow our talent pool.
• Retirement Fund Contributions starting at 13% of CTC.
• Group Risk Cover:
  Funeral, Dread Disease, and Life Insurance.
• Medical & Gap Cover: 100% of CTC with Discovery/Bonitas

• Flexible Ways of Work:
  Hybrid work model to suit your lifestyle.
• Connectivity Benefit:
  Wi-Fi allowance.
• Employee Wellness & Assistance Programmes to support your wellbeing.
• My Savings Account to help you plan for the future.

Join a company that values its people, invests in their growth, and rewards excellence. Be part of a team that’s shaping the future of financial services.