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 market-leading 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 in-house dedicated team of administrators and para-planners.
  
• 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 3-5 years DOFA and supervision completion.
  

Benefits

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