CFP® Financial Adviser

Role overview

Dotport Financial Advisors (Pty) Ltd is an authorised financial services provider based in Centurion, providing professional financial planning and advisory services to individual and corporate clients with a strong focus on client relationships, compliance and long-term financial wellbeing.

The business is appointing a qualified, CFP®-registered Financial Adviser to provide professional advice to clients, build and maintain client relationships, and support the growth of the business through quality financial planning.

The role suits a self-driven, client-focused adviser who is fully compliant with FAIS Fit and Proper requirements and holds valid CFP® registration. A three-month probation period applies.

Key responsibilities

• Provide professional financial planning and advisory services to clients.
• Build, manage and maintain client relationships.
• Conduct client needs analyses and make suitable financial recommendations.
• Present appropriate financial solutions in line with client objectives.
• Ensure all advice and documentation complies with FAIS requirements and internal processes.
• Manage client reviews and ongoing service requirements.
• Grow and develop a client portfolio.
• Work with the administrative team to ensure accurate and efficient processing.

Minimum requirements

• Valid CFP® registration.
• Compliance with the Fit and Proper Regulations of the FAIS Act.
• Own reliable transport.
• Strong client relationship and communication skills.
• Ability to work independently and manage an own client base.
• Professional, ethical and compliance-focused approach.

Remuneration and benefits

• Negotiable minimum income for the first six months.
• Commission splits ranging from 50/50 to 70/30, depending on annual production.
• Pension benefit contribution of R500 per month from Dotport.
• Medical scheme available at own cost.
• Company cellphone provided.
• 18 working days’ annual leave, including compulsory leave during the December festive season.

The successful candidate also receives full administrative backup, access to contracts at various companies, a professional office environment in Centurion, and supportive infrastructure for client servicing and business development.

Skills and competencies

• Holistic financial advice and needs analysis.
• Client relationship development and retention.
• Independent client-base management.
• Compliance and documentation discipline.

Personal attributes

Entrepreneurial, well-networked, compliant and motivated by a commission-based earning structure with clear growth potential.