Financial Advisor

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

• Origin Financial is one of the biggest IFA's in theSouth 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 ourorganization with a national footprint, through our partners and serviceproviders, 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 ourincredible 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 GardenRoute 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 forproviding 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 FinancialAdvisory and Intermediary Services (FAIS) Act and Financial IntelligenceCentre Act (FICA).
  
• Regulatory examination successfully completed andregistered with Financial Sector Conduct Authority (FSCA) for more than 24months.
  
• Excellent knowledge of financial planning principlesand investment strategies.
  
• Strong communication and interpersonal skills tocollaborate effectively with clients.
  
• Passionate about providing the best financial servicesand advice to clients.
  
• Ability to maintain and develop relationships withclients 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.