INDEPENDENT FINANCIAL ADVISOR - IFA
JOB PURPOSE
We are looking for suitably experienced Independent Financial Advisors (IFA’s) to join our dynamic team of professionals, whose main responsibility would be to create business opportunities and grow our network of clients within the insurance, investment, and healthcare benefits space.
OUR VALUE PROPOSITION
Ability to work independently in a hybrid model.
Regulatory Compliance support and ongoing training
Professional working environment with access to business resources and systems.
Supportive environment with access to an Administrator/Para Planner.
Attractive commission, incentive, and rewards structure.
Development and career opportunities.
ADMINISTRATOR / PARA PLANNER
JOB PURPOSE
We are looking for experienced Para Planner/ Administrator join our dynamic team of professionals, who main responsibility will be splitting between coordinating and overseeing their organisation’s operations i.e. making sure that the office runs smoothly and doing Paraplanning, administration for existing and potential business-to-business (b2b) clients.
Our solutions
Financial Planning
Business Insurance
Personal Insurance
Medical Aid
Health Insurance
Guarantees
Funeral Benefits
Legal Cover
Wills & Estate Protection
Wellness & EAP Solutions
Financial planning
Financial planning is the process of creating a financial plan for the client's future, which involves evaluating the client's current financial situation, identifying their goals and then developing and implementing relevant recommendations.