Key Facts

Remote From:

Full time

Hard Skills

Investment Account Management Investment Account Management Financial Management Regulatory Compliance Financial Education

Other Skills

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Social Skills
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Relationship Management
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Communication

Roles & Responsibilities

Thorough understanding of FAIS Act
Registered with FSCA for 24 months
Excellent knowledge of financial planning
CFP or Post diploma in Financial Planning advantageous
Minimum of 3-5 years DOFA

Requirements:

Providing comprehensive financial planning
Offering expert advice on finance
Developing customized solutions for clients

Origin Financial Group of Companies

Insurance

About Origin Financial Group of Companies

Origin’s slogan proclaims that we are COMMITTED TO YOU. Our approach to business is therefore focused on you, our client. Your needs, your goals, your voice and your well-being will determine our actions, tempo and direction of service to you. Our qualified staff members are therefore carefully trained and processes cleverly designed to enforce our philosophy of being COMMITTED TO YOU.We believe in following a structured methodology that provides a step-by-step guide to what you need, what we can provide, how we are going to combine this into a workable solution and plan, and finally, how we are going to monitor it and manage it over the long-term to maximize your results. It’s not a simple goal, but one we’re absolutely committed to: we want to be the origin of your financial independence.

Company type: SME

Industry: Insurance

Founded: 2018

Company size: 51 - 200

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Job description

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.