About Us:
Opian Financial Services is a reputable financial services firm dedicated to providing tailored wealth management and financial planning solutions to our clients. With a strong commitment to excellence and client satisfaction, we are expanding our team and seeking an experienced, FAIS-accredited Financial Advisor to join us.
Role Overview:
We are looking for a results-driven FAIS-accredited Financial Advisor with preferably an existing client book and a proven track record in financial planning, investment advisory, and client retention. The ideal candidate will have strong industry knowledge, compliance expertise, and the ability to grow and manage a high-value client portfolio.
Key Responsibilities:
- Provide holistic financial advice (risk, investments, retirement, estate planning, private equity, etc.) in compliance with FAIS regulations.
- Develop and manage a new client book while managing own existing client base.
- Conduct financial needs analyses and develop customized solutions.
- Offer solutions and conclude financial product sales on a regular basis
- Maintain up-to-date knowledge of financial products, legislation, and market trends.
-Understand how to promote and market himself on social media and generate leads.
- Ensure adherence to FSCA compliance and company policies.
- Build long-term client relationships through trust and exceptional service.
Requirements:
- FAIS accreditation (RE5) and relevant qualifications (e.g., NQF5+ in Financial Planning) or in the process of obtaining.
- Proven track record with verifiable client assets under management (AUM) or risk book.
- Existing client book with transferable assets (preferred).
- Strong knowledge of risk and investment products, pensions, and insurance.
-Clean credit and criminal records.
- Excellent communication, negotiation, and relationship-building skills.
- FSCA compliance record in good standing.
Advantageous:
- CFP® or similar certification.
- Experience with high-net-worth clients.
- Familiarity with Linked Investment Service Providers (LISPs) and Private Equity.
What We Offer:
- Lucrative earnings (commission with bonus structure highly negotiable based on candidate profile).
- Supportive infrastructure (back-office, sales support, and compliance).
- Flexibility (hybrid/remote ability to work from anywhere).
- Continuous professional development and mentorship.
Apply Now!
If you are a FAIS-compliant Financial Advisor ready to grow with a dynamic firm, send your CV, FAIS credits/certifications, and track record summary to [email protected]
Opian Financial Services is an equal-opportunity employer. Only shortlisted candidates will be contacted.
Job Type: Full-time
Work Location: Remote
