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.
RequirementsHave 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.

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