Financial Advisor

Corner Life: Financial Planner (Office-Based)

Challenge Yourself: If you thrive under pressure and are driven to excel in a high-performance sales environment, join our Top 20 Independent Broker team.

Company:
Corner Life (Pty) Ltd. |
Registration Number:
2020/795208/08

Core Identity:
Our Flagship Offering is
Comprehensive Financial Planning
as an
Independent Brokerage Firm
.

About Us

Corner Life
is committed to revolutionizing financial empowerment.

Our core mission is delivered through our flagship offering:
unbiased, Comprehensive Financial Planning
as an
Independent Brokerage Firm
. We support this with dedicated, high-touch
client service and financial support
to empower individuals and corporations with the tools for wealth creation.

We are driven by a powerful mission: to actively
lessen poverty through innovative approaches to education, wealth creation, and financial literacy
.

We are seeking a dynamic and experienced
Financial Planner
to join our team in our
Sandton office.

Role Overview

As a contracted
Financial Planner
at Corner Life, you will be a vital part of the firm's growth and mission.

This is a primarily
office-based role
that requires a strong
ability to work under pressure
and a relentless drive to
sell and acquire new business
.

Your focus will be delivering expert, comprehensive financial planning, cultivating client relationships, and aggressively driving revenue across all offerings.

Key Responsibilities1. Strategic Planning & Independent Practice Management

• Comprehensive Planning:
  Develop and implement
  holistic financial planning strategies
  (aligned with the Corner Life
  Strategic Planning Process
  ethos) for individuals, businesses, and families, ensuring unbiased product selection.
• Product Suite Management:
  Represent a full spectrum of independent financial offerings, including
  Group Schemes and Employee Benefits
  (our target growth area), investment planning, risk management, retirement planning, and complex estate planning.

• Regulatory Adherence:
  Ensure
  100% compliance
  with all legislative and regulatory guidelines by the Financial Sector Conduct Authority (
  FCSA
  ), upholding our status as an
  FSP
  and our commitment to being a
  Top 20/Top 10 independent broker
  .

• Business Development & Client Acquisition (Sales Focus)

• Revenue Generation:
  Actively pursue and
  sell
  new corporate and individual clients to achieve high revenue targets.

• Corporate Mandates (Group Schemes):
  Generate a minimum of
  two qualified leads per day
  (corporate or individual) for Group Scheme and Employee Benefits mandates.

• Strategic Partnerships:
  Contribute to the growth and expansion of Corner Life through strategic partnerships and B-BBEE alignment (demonstrating our
  100% B-BBEE compliant
  status).

• Client Empowerment & Mission Alignment

• Client Service & Support:
  Provide dedicated, high-quality
  service and financial support
  to clients throughout their financial journey, fostering trust and long-term relationships.

• Poverty Reduction Mandate:
  Integrate financial education and literacy into every client engagement to actively work towards reducing poverty as part of the Corner Life mission.

Required Qualifications & Experience

• CFP Designation:
  Certified Financial Planner (
  CFP
  ) designation or similar. (Proof may be requested)
• Minimum Regulatory Requirements:
  Candidates
  must
  possess
  120 credits (NQF Level 5 or higher)
  in a relevant financial qualification and hold the
  RE5 (Representative)
  certification.
• Industry Experience:
  Minimum of
  5 years of experience
  in a full boutique of financial services offerings, with a strong emphasis on
  corporate Employee Benefits/Group Schemes
  .
• Track Record:
  Proven track record in successful
  client acquisition and retention
  .
• Expert Knowledge:
  In-depth, practical knowledge of local regulatory requirements, investment management, and wealth creation/protection strategies.

Essential Business Requirements

• Remuneration:
  This is a
  commission-based role
  with significant earning potential tied directly to sales performance and capital acquisition.
• Work Location:
  This is a strictly
  office-based position
  requiring consistent physical presence for team collaboration and structure.
• Resources:
  The successful candidate
  must provide their own professional laptop
  and
  reliable transport
  for external client meetings and business development.
• Credit Record:
  Must possess a
  clear credit record
  (mandatory for FSP licensing).
• Criminal Record:
  Must have
  no criminal records
  (mandatory for FSP licensing).

What We Offer (The Value Proposition)

• Impact Opportunity:
  The opportunity to make a measurable, significant impact on financial education and poverty reduction, truly making a difference.
• Market Position:
  The empowerment to use the reputation of a
  Top 20 Independent Broker
  (with the ambition to reach Top 10) to secure large corporate mandates.
• Culture:
  A collaborative, focused, and agile
  office-based environment
  where your contribution is highly valued and structured collaboration is key to success.

How to Apply

If you are passionate about financial empowerment, meet the essential compliance requirements,
want to challenge yourself
, and are driven by a high-reward, commission-based structure, we invite you to apply.

Send your
resume
and a detailed
cover letter
outlining your experience, your vision for financial education, and your strategy for securing corporate mandates to

.

Corner Life is an equal opportunity employer committed to diversity and inclusion. If you have not heard from us after three weeks of sending your application, please note the position has been taken.

"Play Smart, Prosper Smarter: Corner Life."