Financial Adviser / Financial Planner

ACG Growth Partners

Home› Current Vacancies› Financial Advice ›Financial Adviser / Financial Planner

Established Independent Financial Planning and Wealth Management Practice

Gqeberha (Port Elizabeth)
Permanent
Financial Advice
Intermediate
Ref ACG-FA-016

Position Financial Adviser / Financial Planner

Company Established Independent Financial Planning and Wealth Management Practice

Location Gqeberha (Port Elizabeth), Eastern Cape

Region Eastern Cape

Employment type Permanent

Position level Intermediate

Remuneration Up to R55,000 per month, depending on experience and qualifications

Reference ACG-FA-016

Date posted 8 October 2026

Role overview

ACG Growth Partners is recruiting an experienced Financial Adviser / Financial Planner on behalf of an established independent financial planning and wealth management practice in Gqeberha (Port Elizabeth).

The successful candidate will develop and manage long-term client relationships, deliver compliant holistic financial advice and contribute to the continued growth of the practice. A CFP professional is preferred, although strong advisers with the appropriate regulatory standing and experience will also be considered.

Key responsibilities

Build, service and grow a portfolio of financial planning clients.
Conduct comprehensive Financial Needs Analyses and identify clients’ short-, medium- and long-term objectives.
Provide compliant advice across investments, retirement planning, risk, estate planning and related financial planning areas.
Prepare and present appropriate recommendations and maintain complete advice documentation.
Conduct regular client portfolio reviews and maintain strong ongoing client relationships.
Develop new business through referrals, networking and professional relationship-building.
Identify cross-planning opportunities within existing client relationships.
Maintain appropriate FAIS, FICA and internal compliance standards.
Work closely with paraplanning and administration support to ensure accurate and timely implementation.
Contribute positively to the practice’s growth, client retention and professional reputation.

Minimum Requirements

Three to five years’ relevant Financial Adviser / Financial Planner experience preferred.
RE5 and appropriate FAIS regulatory standing.
A relevant NQF Level 5 or higher financial services or financial planning qualification.
Proven experience providing holistic financial advice.
Demonstrable client management and relationship-building ability.
Sound knowledge of investments, retirement planning and risk solutions.
Strong written and verbal communication skills.
A professional, ethical and client-centric approach.

Preferred Qualifications

CFP designation.
Postgraduate Diploma in Financial Planning or equivalent.
Existing exposure to affluent and high-net-worth clients.
Strong investment and retirement planning capability.
An established referral network or a proven new-business track record.
Experience operating within an independent financial planning practice.

Skills and competencies

Commercially driven while maintaining a strong advice-led approach.
Excellent interpersonal and relationship management skills.
Strong planning, presentation and negotiation capability.
The ability to build trust and maintain long-term client relationships.

Personal attributes

A self-motivated, disciplined and accountable adviser with high professional standards and personal integrity, who puts sound advice ahead of the sale and builds client relationships that last.

Why this opportunity

An established financial planning and wealth management environment in Gqeberha.
Broad advice exposure across investments, retirement, risk and holistic planning.
A salary of up to R55,000 per month, depending on experience and qualifications.
An established client base and adviser support structure.
A long-term opportunity within a professional practice focused on sustainable growth.

Candidate information required

Please Submit Your Latest CV Together With

Current remuneration.
Expected remuneration.
Notice period and availability.
RE5 status.
Highest relevant qualification.
CFP status.
A brief summary of your current client and advice experience.

All applications and initial discussions are handled confidentially. The client’s identity may be disclosed to shortlisted candidates at the appropriate stage of the recruitment process.

Apply for this vacancy

Financial Adviser / Financial Planner

ACG-FA-016
Gqeberha (Port Elizabeth), Eastern Cape Vacancy

Position

Financial Adviser / Financial Planner

Reference

ACG-FA-016

Location Gqeberha (Port Elizabeth), Eastern Cape

Financial Advice and Financial Planning

Your details

First name *

Surname *

Mobile number *

Email address *

Residential area *

Province * Select a province GautengWestern CapeKwaZulu-NatalEastern CapeFree StateMpumalangaLimpopoNorth WestNorthern CapeRemote / HybridNationalInternational

Current position

Current job title *

Current employer *

Years of relevant experience *

Notice period *

Current remuneration *

Expected remuneration *

Qualifications And Regulatory Status

RE5 status * Select an option Completed In progress Not yet written Not applicable

Highest financial-services qualification *

CFP status Select if relevant CFP certified Working toward CFP Postgraduate Diploma completed Not applicable

Right to work in South Africa * Select an option South African citizen Permanent resident Valid work permit No current right to work

Product-provider exposure

Systems exposure

Supporting documents

CV upload * PDF or Word, up to 10 MB.

Supporting Documents Qualifications, RE5 Certificate, CPD Records.

LinkedIn profile

Short motivation *

Consent

The three confirmations below are required to process your application.

Required I have read and accept the Candidate Consent Notice.

Required I have read and accept the POPIA Notice.

Required I give ACG Growth Partners permission to process my personal information for the purposes of this application.

Optional, and not needed to apply.

Optional I would like ACG Growth Partners to contact me about other suitable opportunities. I understand I may withdraw this at any time.

By submitting this application, you acknowledge the ACG Candidate Consent Notice and the ACG Legal & Privacy Notice.

Leave this field empty

Reference ACG-FA-016. Your application is treated confidentially and reaches an ACG consultant directly.

At a glance

CategoryFinancial Advice
LevelIntermediate
TypePermanent
RegionEastern Cape
ReferenceACG-FA-016
Holistic Financial Planning
Wealth Management

Job specification

View the full specification, formatted and issued by ACG Growth Partners.

View job specification

Position Financial Adviser / Financial Planner

Company Established Independent Financial Planning and Wealth Management Practice

Location Gqeberha (Port Elizabeth), Eastern Cape

Region Eastern Cape

Employment type Permanent

Position level Intermediate

Remuneration Up to R55,000 per month, depending on experience and qualifications

Reference ACG-FA-016

Date posted 8 October 2026

Role overview

Key responsibilities

Build, service and grow a portfolio of financial planning clients.
Conduct comprehensive Financial Needs Analyses and identify clients’ short-, medium- and long-term objectives.
Provide compliant advice across investments, retirement planning, risk, estate planning and related financial planning areas.
Prepare and present appropriate recommendations and maintain complete advice documentation.
Conduct regular client portfolio reviews and maintain strong ongoing client relationships.
Develop new business through referrals, networking and professional relationship-building.
Identify cross-planning opportunities within existing client relationships.
Maintain appropriate FAIS, FICA and internal compliance standards.
Work closely with paraplanning and administration support to ensure accurate and timely implementation.
Contribute positively to the practice’s growth, client retention and professional reputation.

Minimum Requirements

Three to five years’ relevant Financial Adviser / Financial Planner experience preferred.
RE5 and appropriate FAIS regulatory standing.
A relevant NQF Level 5 or higher financial services or financial planning qualification.
Proven experience providing holistic financial advice.
Demonstrable client management and relationship-building ability.
Sound knowledge of investments, retirement planning and risk solutions.
Strong written and verbal communication skills.
A professional, ethical and client-centric approach.

Preferred Qualifications

CFP designation.
Postgraduate Diploma in Financial Planning or equivalent.
Existing exposure to affluent and high-net-worth clients.
Strong investment and retirement planning capability.
An established referral network or a proven new-business track record.
Experience operating within an independent financial planning practice.

Skills and competencies

Commercially driven while maintaining a strong advice-led approach.
Excellent interpersonal and relationship management skills.
Strong planning, presentation and negotiation capability.
The ability to build trust and maintain long-term client relationships.

Personal attributes

A self-motivated, disciplined and accountable adviser with high professional standards and personal integrity, who puts sound advice ahead of the sale and builds client relationships that last.

Why this opportunity

An established financial planning and wealth management environment in Gqeberha.
Broad advice exposure across investments, retirement, risk and holistic planning.
A salary of up to R55,000 per month, depending on experience and qualifications.
An established client base and adviser support structure.
A long-term opportunity within a professional practice focused on sustainable growth.

Candidate information required

Please Submit Your Latest CV Together With

Current remuneration.
Expected remuneration.
Notice period and availability.
RE5 status.
Highest relevant qualification.
CFP status.
A brief summary of your current client and advice experience.

All applications and initial discussions are handled confidentially. The client’s identity may be disclosed to shortlisted candidates at the appropriate stage of the recruitment process.

Apply for this vacancy

Financial Adviser / Financial Planner

ACG-FA-016
Gqeberha (Port Elizabeth), Eastern Cape Vacancy

Position

Financial Adviser / Financial Planner

Reference

ACG-FA-016

Location Gqeberha (Port Elizabeth), Eastern Cape

Financial Advice and Financial Planning

Your details

First name *

Surname *

Mobile number *

Email address *

Residential area *

Province * Select a province GautengWestern CapeKwaZulu-NatalEastern CapeFree StateMpumalangaLimpopoNorth WestNorthern CapeRemote / HybridNationalInternational

Current position

Current job title *

Current employer *

Years of relevant experience *

Notice period *

Current remuneration *

Expected remuneration *

Supporting Documents Qualifications, RE5 Certificate, CPD Records.

LinkedIn profile

Short motivation *

Consent

The three confirmations below are required to process your application.

Required I have read and accept the Candidate Consent Notice.

Required I have read and accept the POPIA Notice.

Required I give ACG Growth Partners permission to process my personal information for the purposes of this application.

Optional, and not needed to apply.

Optional I would like ACG Growth Partners to contact me about other suitable opportunities. I understand I may withdraw this at any time.

By submitting this application, you acknowledge the ACG Candidate Consent Notice and the ACG Legal & Privacy Notice.

Leave this field empty

Reference ACG-FA-016. Your application is treated confidentially and reaches an ACG consultant directly.

At a glance

CategoryFinancial Advice
LevelIntermediate
TypePermanent
RegionEastern Cape
ReferenceACG-FA-016
Holistic Financial Planning
Wealth Management

Job specification

View the full specification, formatted and issued by ACG Growth Partners.

View job specification

Position Financial Adviser / Financial Planner

Company Established Independent Financial Planning and Wealth Management Practice

Location Gqeberha (Port Elizabeth), Eastern Cape

Region Eastern Cape

Employment type Permanent

Position level Intermediate

Remuneration Up to R55,000 per month, depending on experience and qualifications

Reference ACG-FA-016

Date posted 8 October 2026

Role overview

Key responsibilities

Build, service and grow a portfolio of financial planning clients.
Conduct comprehensive Financial Needs Analyses and identify clients’ short-, medium- and long-term objectives.
Provide compliant advice across investments, retirement planning, risk, estate planning and related financial planning areas.
Prepare and present appropriate recommendations and maintain complete advice documentation.
Conduct regular client portfolio reviews and maintain strong ongoing client relationships.
Develop new business through referrals, networking and professional relationship-building.
Identify cross-planning opportunities within existing client relationships.
Maintain appropriate FAIS, FICA and internal compliance standards.
Work closely with paraplanning and administration support to ensure accurate and timely implementation.
Contribute positively to the practice’s growth, client retention and professional reputation.

Minimum Requirements

Three to five years’ relevant Financial Adviser / Financial Planner experience preferred.
RE5 and appropriate FAIS regulatory standing.
A relevant NQF Level 5 or higher financial services or financial planning qualification.
Proven experience providing holistic financial advice.
Demonstrable client management and relationship-building ability.
Sound knowledge of investments, retirement planning and risk solutions.
Strong written and verbal communication skills.
A professional, ethical and client-centric approach.

Preferred Qualifications

CFP designation.
Postgraduate Diploma in Financial Planning or equivalent.
Existing exposure to affluent and high-net-worth clients.
Strong investment and retirement planning capability.
An established referral network or a proven new-business track record.
Experience operating within an independent financial planning practice.

Skills and competencies

Commercially driven while maintaining a strong advice-led approach.
Excellent interpersonal and relationship management skills.
Strong planning, presentation and negotiation capability.
The ability to build trust and maintain long-term client relationships.

Personal attributes

A self-motivated, disciplined and accountable adviser with high professional standards and personal integrity, who puts sound advice ahead of the sale and builds client relationships that last.

Why this opportunity

An established financial planning and wealth management environment in Gqeberha.
Broad advice exposure across investments, retirement, risk and holistic planning.
A salary of up to R55,000 per month, depending on experience and qualifications.
An established client base and adviser support structure.
A long-term opportunity within a professional practice focused on sustainable growth.

Candidate information required

Please Submit Your Latest CV Together With

Current remuneration.
Expected remuneration.
Notice period and availability.
RE5 status.
Highest relevant qualification.
CFP status.
A brief summary of your current client and advice experience.

All applications and initial discussions are handled confidentially. The client’s identity may be disclosed to shortlisted candidates at the appropriate stage of the recruitment process.

Apply for this vacancy

Financial Adviser / Financial Planner

ACG-FA-016
Gqeberha (Port Elizabeth), Eastern Cape Vacancy

Position

Financial Adviser / Financial Planner

Reference

ACG-FA-016

Location Gqeberha (Port Elizabeth), Eastern Cape

Financial Advice and Financial Planning

Your details

First name *

Surname *

Mobile number *

Email address *

Residential area *

Province * Select a province GautengWestern CapeKwaZulu-NatalEastern CapeFree StateMpumalangaLimpopoNorth WestNorthern CapeRemote / HybridNationalInternational

Current position

Current job title *

Current employer *

Years of relevant experience *

Notice period *

Current remuneration *

Expected remuneration *

Supporting Documents Qualifications, RE5 Certificate, CPD Records.

LinkedIn profile

Short motivation *

Consent

The three confirmations below are required to process your application.

Required I have read and accept the Candidate Consent Notice.

Required I have read and accept the POPIA Notice.

Required I give ACG Growth Partners permission to process my personal information for the purposes of this application.

Optional, and not needed to apply.

Optional I would like ACG Growth Partners to contact me about other suitable opportunities. I understand I may withdraw this at any time.

By submitting this application, you acknowledge the ACG Candidate Consent Notice and the ACG Legal & Privacy Notice.

Leave this field empty

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