Independent Financial Planner

1 week ago

Johannesburg South Africa LifeCheq Full time

Independent Financial Planner Job Specification Location: Sandton, JHB, Gauteng (Hybrid)Employment Type: Independent ContractorStart-Up Support: Basic salary to get you going + Commission Are you a self-driven financial adviser ready to take control of your career with the backing of powerful technology, proven systems, and a team that supports your success? We’re an independent financial advisory practice based in Sandton, looking for a passionate professional who wants to build a scalable and sustainable financial services business – on their own terms. With our tech-first approach and lead-generating support, we’re not just offering a job - we’re offering a platform to accelerate your career and income potential. What Makes Us Different? All-in-One Tech Platform - Say goodbye to admin overload. Our system automates everything from lead management to proposal generation, giving you more time to focus on what matters – closing deals and serving clients. Lead Support Built In - We feed your pipeline with quality leads, backed by a CRM system that helps you manage your book like a pro. Training that Grows with You - Access continuous training, coaching, and development programs designed to keep you sharp and compliant. Uncapped Growth Potential - Whether you want to stay independent or eventually build your own team, our model supports your ambitions. Key Responsibilities Client Acquisition & Relationship Management Promote and sell a wide range of top-tier funeral cover, life risk, and investment products Build strong relationships by conducting thorough needs analysis and offering tailored financial solutions Provide ongoing service and support to grow and retain your client base Compliance & Process Excellence Adhere to FAIS and FSCA regulatory requirements Use our proprietary tech platform for client onboarding, tracking, and compliance Keep accurate, up-to-date records and documentation ? What We’re Looking For Minimum of 1-3 years’ experience in sales, ideally within financial services NQF Level 5 qualification (required), RE5 (advantageous) Clear criminal record and own transport Proven track record of meeting or exceeding sales targets Excellent communication and interpersonal skills Driven, independent, and hungry to build your own successful practice What You’ll Get Onboarding & Accreditation Support – Get trained and certified fast   High-Quality Leads Provided – Jumpstart your pipeline from day one Access to Lifecheq CRM & Tech Platform – Your digital back office Sales Coaching & Mentorship – From experienced and well-known industry professionals Career Progression Opportunities – Build your book or lead a team Flexible Hours & Hybrid Working – Work from home, in the field, or in the office APPLY NOW Please note: If you do not receive feedback within two weeks, unfortunately, your application was not successful on this occasion. We thank you sincerely for your interest in the opportunity.

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