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Financial Advisor Career Upgrade

1 week ago

Johannesburg, Gauteng, South Africa Benchmark Capital Group Full time

Company Overview:

Benchmark Capital Group is a premier financial advisory firm specializing in tailored financial solutions to meet each client's unique financial goals.

With decades of experience in retail, affluent, bancassurance, wealth management, and business assurance, we provide unmatched support to our advisers, ensuring they thrive in a competitive industry.

We are seeking an experienced wealth advisor or financial professional to join our award-winning organization.

This is a full-time hybrid role based in Gauteng, with the flexibility for remote work.

Through our APC footprint, we have partner locations throughout South Africa, with hybrid/remote advisers working abroad.

The ideal candidate will possess a strong background in client-facing financial planning, investment management, and insurance.

We offer a range of benefits, including unmatched growth and earnings potential, more client-facing time, succession planning, satisfied clients, independence with security, and a winning culture.

Skills and Qualifications:

  • Minimum 2 years of client-facing financial planning experience in investment management and insurance.
  • RE and CBT certification with 2 years DOFA and supervision completion.
  • Proficiency with financial planning software and tools.
  • Commitment to continuous professional development and excellence.
  • Proven relationship-building, communication, and networking skills.