Independent Financial Advisor
This is a remote position.
We are looking for a driven and client-focused Financial Advisor to join our growing team. This role is ideal for a professional who is passionate about helping clients grow, protect, and structure their financial future.
The successful candidate will provide holistic financial planning and build long-term client relationships through trusted advice and excellent service.
Key Responsibilities
Client Acquisition & Relationship Management
- Build and maintain a pipeline of prospective clients.
- Conduct financial needs analyses and develop long-term client relationships.
- Provide ongoing client servicing and regular financial reviews.
Financial Planning & Advice
- Provide holistic financial planning across investments, retirement, risk, and wealth protection.
- Develop and present tailored financial plans aligned to clients’ goals.
- Assist clients with retirement planning, wealth creation, and income protection strategies.
New Business & Implementation
- Prepare and submit new business applications.
- Ensure all documentation is compliant and complete.
- Work closely with the administration team to implement solutions efficiently.
Compliance & Professional Standards
- Adhere to FAIS and regulatory requirements.
- Maintain accurate client records and suitability documentation.
- Stay up to date with industry trends, products, and legislation.
Business Growth
- Identify opportunities to grow the client base and increase assets under management.
- Participate in marketing initiatives, networking, and referral generation.
Requirements
- RE5 qualification (essential or in progress).
- Relevant financial qualification (advantageous).
- Previous experience in financial services or advisory role preferred.
- Strong sales, relationship-building, and communication skills.
- Self-motivated with an entrepreneurial mindset.
- High level of professionalism and integrity.
Key Competencies
- Client-centric approach
- Strong interpersonal and presentation skills
- Goal-driven and results-oriented
- Strong organisational and time-management skills
- Ability to work independently and within a team