Independent Financial Advisor / Coach

Are you a young financial planning professional looking to gain experience and receive mentorship from industry leaders? Our independent FSP is seeking ambitious individuals to join our team.
As an independent financial coach and planning professional, you will work closely with experienced professionals who will provide guidance and support as you grow in your career. As an independent professional you will have exposure to work with a wide range of service providers, individuals, and businesses.

To be considered for this position, you should have at least one year of experience working in the finance field and must have successfully completed the Regulatory Examinations in compliance with the Financial Advisory and Intermediary Services Act. Preference will be given to candidates who have completed their class of business requirements and have an understanding of the relevant legislation.

Responsibilities will include financial coaching, creating financial plans, analysing investment options, and helping and coaching clients make informed decisions about their finances while ensuring compliance with regulatory requirements. You will also be responsible for maintaining client relationships and staying up-to-date on industry trends.

In return, we offer you the opportunity to work with some of the best professionals in the industry. You will also have the opportunity to develop your skills and advance your career in a supportive environment.

If you are ready to take the next step in your career and have the required qualifications, we want to hear from you. Please submit your resume and a cover letter to [email protected], outlining your qualifications and why you would be a good fit for our team. We look forward to hearing from you!