Financial Adviser / Financial Planner

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

Financial Adviser / Financial Planner

Established Financial Planning Practice within a National Advice Network

• Roodepoort, Johannesburg
• Full-Time
• Financial Advice
• Intermediate
• Ref ACG-FA-015

Position Financial Adviser / Financial Planner

Company Established Financial Planning Practice within a National Advice Network

Location Roodepoort, Johannesburg, Gauteng

Region Gauteng

Employment type Full-Time

Position level Intermediate

Remuneration Disclosed to shortlisted candidates

Reference ACG-FA-015

Date posted 8 October 2026

Role overview

ACG Growth Partners has been exclusively engaged by an established financial planning practice in Roodepoort to identify experienced Financial Advisers / Financial Planners. The practice operates within a national advice network and is appointing advisers as part of its ongoing expansion strategy.

The client is an established advisory business with ambitious medium- and long-term growth plans. It wants advisers who intend to build sustainable careers in a professional, growth-oriented financial planning environment.

This is not an entry-level adviser opportunity. The practice is looking for qualified, experienced and commercially capable advisers who have already shown that they can generate business, build trusted client relationships and retain their client base. The business places significant emphasis on culture, long-term alignment, professional standards, client retention and sustainable production.

Key responsibilities

• Build and develop new client relationships.
• Conduct comprehensive financial needs analyses and identify client objectives.
• Provide appropriate financial planning recommendations within authorised licence and product categories.
• Develop and maintain long-term client relationships and conduct regular portfolio reviews.
• Identify additional financial planning opportunities within the client base.
• Generate sustainable new business and recurring revenue.
• Maintain strong policy persistency and client retention.
• Prepare and maintain accurate, compliant advice documentation.
• Operate in accordance with FAIS, FICA and internal compliance requirements.
• Meet agreed activity and production expectations and contribute positively to the growth of the practice.

Minimum Requirements

• Two to four years’ relevant Financial Adviser / Financial Planner experience.
• RE5 (compulsory).
• A relevant NQF Level 5 financial services qualification (compulsory).
• Appropriate FAIS regulatory standing.
• A proven financial advice production history and demonstrable new-business development capability.
• Strong client relationship and portfolio management skills.
• A clean ITC / credit record.
• Demonstrable client retention and persistency, with approximately 85% or better preferred.
• A strong understanding of compliant financial advice processes.
• Professional written and verbal communication skills.
• A high level of personal accountability and self-management.

Preferred Qualifications

• Higher financial planning qualifications.
• Postgraduate Diploma in Financial Planning.
• CFP designation or progress towards CFP.
• Additional Class of Business or product-specific training.
• Broader wealth management and investment planning exposure.
• Advice experience in one or more of the following areas: investments, retirement planning, risk planning, life assurance, wealth management, estate planning, savings and holistic financial planning.

Skills and competencies

• A consistent record of producing new business.
• The ability to establish and maintain strong client relationships.
• An understanding of why retention and persistency matter.
• Comfort with prospecting and developing new relationships.
• Discipline, organisation and self-direction.

Personal attributes

An adviser who has progressed beyond the initial stages of the industry and can demonstrate genuine commercial capability. The practice wants someone who takes a long-term approach to financial planning rather than transactional selling, is motivated by growth and by building a sustainable client portfolio, and conducts themselves professionally and ethically. Clearly defined career ambitions matter, as does valuing culture, collaboration and long-term business alignment.

Who this suits

The mandate is aimed primarily at an established adviser with approximately two to four years’ industry experience who wants to join an established practice with significant growth plans.

Why this opportunity

• The backing of an established financial planning business within a national advice network.
• A professional environment in which to continue developing an adviser career.
• An opportunity to grow a meaningful client portfolio.
• Access to an established practice structure.
• Long-term career and practice-growth opportunities.
• A business that plans to expand its adviser team significantly over the next 18 to 24 months.

Regulatory and compliance checks

Candidates must demonstrate appropriate professional and regulatory standing. ACG Growth Partners may verify, where applicable, RE5, qualifications, FAIS status, DOFA, regulatory history, employment history, production history, references and ITC status. Any appointment remains subject to the employer’s internal compliance, fit-and-proper and onboarding requirements.

Candidate information required

Please Submit Your Latest CV Together With

• Current remuneration or commission structure.
• Expected remuneration.
• Notice period and availability.
• RE5 status.
• Highest relevant financial services qualification.
• Approximate current annual production.
• Approximate client retention or persistency percentage.

As part of the selection process, applicants may also be asked about historical production, new-business performance, product and advice experience, and their current client portfolio.

All applications and initial discussions are handled in strict confidence. Candidates currently employed in the financial services industry are welcome to have an exploratory confidential discussion before formally entering the recruitment process.

Apply for this vacancy

Financial Adviser / Financial Planner

• ACG-FA-015
• Roodepoort, Johannesburg, Gauteng Vacancy

Position

Financial Adviser / Financial Planner

Reference

ACG-FA-015

Location Roodepoort, Johannesburg, Gauteng

Category

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-015. Your application is treated confidentially and reaches an ACG consultant directly.

At a glance

• CategoryFinancial Advice
• LevelIntermediate
• TypeFull-Time
• RegionGauteng
• ReferenceACG-FA-015
• Financial Planning
• Business Development

Job specification

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

View job specification

Position Financial Adviser / Financial Planner

Company Established Financial Planning Practice within a National Advice Network

Location Roodepoort, Johannesburg, Gauteng

Region Gauteng

Employment type Full-Time

Position level Intermediate

Remuneration Disclosed to shortlisted candidates

Reference ACG-FA-015

Date posted 8 October 2026

Role overview

ACG Growth Partners has been exclusively engaged by an established financial planning practice in Roodepoort to identify experienced Financial Advisers / Financial Planners. The practice operates within a national advice network and is appointing advisers as part of its ongoing expansion strategy.

The client is an established advisory business with ambitious medium- and long-term growth plans. It wants advisers who intend to build sustainable careers in a professional, growth-oriented financial planning environment.

This is not an entry-level adviser opportunity. The practice is looking for qualified, experienced and commercially capable advisers who have already shown that they can generate business, build trusted client relationships and retain their client base. The business places significant emphasis on culture, long-term alignment, professional standards, client retention and sustainable production.

Key responsibilities

• Build and develop new client relationships.
• Conduct comprehensive financial needs analyses and identify client objectives.
• Provide appropriate financial planning recommendations within authorised licence and product categories.
• Develop and maintain long-term client relationships and conduct regular portfolio reviews.
• Identify additional financial planning opportunities within the client base.
• Generate sustainable new business and recurring revenue.
• Maintain strong policy persistency and client retention.
• Prepare and maintain accurate, compliant advice documentation.
• Operate in accordance with FAIS, FICA and internal compliance requirements.
• Meet agreed activity and production expectations and contribute positively to the growth of the practice.

Minimum Requirements

• Two to four years’ relevant Financial Adviser / Financial Planner experience.
• RE5 (compulsory).
• A relevant NQF Level 5 financial services qualification (compulsory).
• Appropriate FAIS regulatory standing.
• A proven financial advice production history and demonstrable new-business development capability.
• Strong client relationship and portfolio management skills.
• A clean ITC / credit record.
• Demonstrable client retention and persistency, with approximately 85% or better preferred.
• A strong understanding of compliant financial advice processes.
• Professional written and verbal communication skills.
• A high level of personal accountability and self-management.

Preferred Qualifications

• Higher financial planning qualifications.
• Postgraduate Diploma in Financial Planning.
• CFP designation or progress towards CFP.
• Additional Class of Business or product-specific training.
• Broader wealth management and investment planning exposure.
• Advice experience in one or more of the following areas: investments, retirement planning, risk planning, life assurance, wealth management, estate planning, savings and holistic financial planning.

Skills and competencies

• A consistent record of producing new business.
• The ability to establish and maintain strong client relationships.
• An understanding of why retention and persistency matter.
• Comfort with prospecting and developing new relationships.
• Discipline, organisation and self-direction.

Personal attributes

An adviser who has progressed beyond the initial stages of the industry and can demonstrate genuine commercial capability. The practice wants someone who takes a long-term approach to financial planning rather than transactional selling, is motivated by growth and by building a sustainable client portfolio, and conducts themselves professionally and ethically. Clearly defined career ambitions matter, as does valuing culture, collaboration and long-term business alignment.

Who this suits

The mandate is aimed primarily at an established adviser with approximately two to four years’ industry experience who wants to join an established practice with significant growth plans.

Why this opportunity

• The backing of an established financial planning business within a national advice network.
• A professional environment in which to continue developing an adviser career.
• An opportunity to grow a meaningful client portfolio.
• Access to an established practice structure.
• Long-term career and practice-growth opportunities.
• A business that plans to expand its adviser team significantly over the next 18 to 24 months.

Regulatory and compliance checks

Candidates must demonstrate appropriate professional and regulatory standing. ACG Growth Partners may verify, where applicable, RE5, qualifications, FAIS status, DOFA, regulatory history, employment history, production history, references and ITC status. Any appointment remains subject to the employer’s internal compliance, fit-and-proper and onboarding requirements.

Candidate information required

Please Submit Your Latest CV Together With

• Current remuneration or commission structure.
• Expected remuneration.
• Notice period and availability.
• RE5 status.
• Highest relevant financial services qualification.
• Approximate current annual production.
• Approximate client retention or persistency percentage.

As part of the selection process, applicants may also be asked about historical production, new-business performance, product and advice experience, and their current client portfolio.

All applications and initial discussions are handled in strict confidence. Candidates currently employed in the financial services industry are welcome to have an exploratory confidential discussion before formally entering the recruitment process.

Apply for this vacancy

Financial Adviser / Financial Planner

• ACG-FA-015
• Roodepoort, Johannesburg, Gauteng Vacancy

Position

Financial Adviser / Financial Planner

Reference

ACG-FA-015

Location Roodepoort, Johannesburg, Gauteng

Category

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-015. Your application is treated confidentially and reaches an ACG consultant directly.

At a glance

• CategoryFinancial Advice
• LevelIntermediate
• TypeFull-Time
• RegionGauteng
• ReferenceACG-FA-015
• Financial Planning
• Business Development

Job specification

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

View job specification

Position Financial Adviser / Financial Planner

Company Established Financial Planning Practice within a National Advice Network

Location Roodepoort, Johannesburg, Gauteng

Region Gauteng

Employment type Full-Time

Position level Intermediate

Remuneration Disclosed to shortlisted candidates

Reference ACG-FA-015

Date posted 8 October 2026

Role overview

ACG Growth Partners has been exclusively engaged by an established financial planning practice in Roodepoort to identify experienced Financial Advisers / Financial Planners. The practice operates within a national advice network and is appointing advisers as part of its ongoing expansion strategy.

The client is an established advisory business with ambitious medium- and long-term growth plans. It wants advisers who intend to build sustainable careers in a professional, growth-oriented financial planning environment.

This is not an entry-level adviser opportunity. The practice is looking for qualified, experienced and commercially capable advisers who have already shown that they can generate business, build trusted client relationships and retain their client base. The business places significant emphasis on culture, long-term alignment, professional standards, client retention and sustainable production.

Key responsibilities

• Build and develop new client relationships.
• Conduct comprehensive financial needs analyses and identify client objectives.
• Provide appropriate financial planning recommendations within authorised licence and product categories.
• Develop and maintain long-term client relationships and conduct regular portfolio reviews.
• Identify additional financial planning opportunities within the client base.
• Generate sustainable new business and recurring revenue.
• Maintain strong policy persistency and client retention.
• Prepare and maintain accurate, compliant advice documentation.
• Operate in accordance with FAIS, FICA and internal compliance requirements.
• Meet agreed activity and production expectations and contribute positively to the growth of the practice.

Minimum Requirements

• Two to four years’ relevant Financial Adviser / Financial Planner experience.
• RE5 (compulsory).
• A relevant NQF Level 5 financial services qualification (compulsory).
• Appropriate FAIS regulatory standing.
• A proven financial advice production history and demonstrable new-business development capability.
• Strong client relationship and portfolio management skills.
• A clean ITC / credit record.
• Demonstrable client retention and persistency, with approximately 85% or better preferred.
• A strong understanding of compliant financial advice processes.
• Professional written and verbal communication skills.
• A high level of personal accountability and self-management.

Preferred Qualifications

• Higher financial planning qualifications.
• Postgraduate Diploma in Financial Planning.
• CFP designation or progress towards CFP.
• Additional Class of Business or product-specific training.
• Broader wealth management and investment planning exposure.
• Advice experience in one or more of the following areas: investments, retirement planning, risk planning, life assurance, wealth management, estate planning, savings and holistic financial planning.

Skills and competencies

• A consistent record of producing new business.
• The ability to establish and maintain strong client relationships.
• An understanding of why retention and persistency matter.
• Comfort with prospecting and developing new relationships.
• Discipline, organisation and self-direction.

Personal attributes

An adviser who has progressed beyond the initial stages of the industry and can demonstrate genuine commercial capability. The practice wants someone who takes a long-term approach to financial planning rather than transactional selling, is motivated by growth and by building a sustainable client portfolio, and conducts themselves professionally and ethically. Clearly defined career ambitions matter, as does valuing culture, collaboration and long-term business alignment.

Who this suits

The mandate is aimed primarily at an established adviser with approximately two to four years’ industry experience who wants to join an established practice with significant growth plans.

Why this opportunity

• The backing of an established financial planning business within a national advice network.
• A professional environment in which to continue developing an adviser career.
• An opportunity to grow a meaningful client portfolio.
• Access to an established practice structure.
• Long-term career and practice-growth opportunities.
• A business that plans to expand its adviser team significantly over the next 18 to 24 months.

Regulatory and compliance checks

Candidates must demonstrate appropriate professional and regulatory standing. ACG Growth Partners may verify, where applicable, RE5, qualifications, FAIS status, DOFA, regulatory history, employment history, production history, references and ITC status. Any appointment remains subject to the employer’s internal compliance, fit-and-proper and onboarding requirements.

Candidate information required

Please Submit Your Latest CV Together With

• Current remuneration or commission structure.
• Expected remuneration.
• Notice period and availability.
• RE5 status.
• Highest relevant financial services qualification.
• Approximate current annual production.
• Approximate client retention or persistency percentage.

As part of the selection process, applicants may also be asked about historical production, new-business performance, product and advice experience, and their current client portfolio.

All applications and initial discussions are handled in strict confidence. Candidates currently employed in the financial services industry are welcome to have an exploratory confidential discussion before formally entering the recruitment process.

Apply for this vacancy

Financial Adviser / Financial Planner

• ACG-FA-015
• Roodepoort, Johannesburg, Gauteng Vacancy

Position

Financial Adviser / Financial Planner

Reference

ACG-FA-015

Location Roodepoort, Johannesburg, Gauteng

Category

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

Related

Similar opportunities

• Financial Advice Financial Adviser

Noordheuwel, Krugersdorp

A committed adviser with two or more years' experience is required to build and service a client base within an established financial planning practice led by a CFP and CA(SA).

Ref ACG-FA-010

• Financial Advice Financial Adviser

Mayfair, Johannesburg

An experienced financial adviser is required to grow the advisory division of an established auditing and accounting practice. An existing book of business is not required.

Ref ACG-FA-005

• Financial Advice CFP Financial Adviser

Centurion

A CFP-registered financial adviser is required to provide professional financial advice, build client relationships and support the growth of an authorised financial services provider in Centurion.

Ref ACG-FA-006