Financial Adviser

Recruitment Advertisement: Financial Adviser – FinPrufe Wealth

Location: Somerset West, Western Cape

At FinPrufe Wealth, our clients are the reason we exist. Every decision we make, every process we implement, and every recommendation we provide is centred on achieving the best possible outcome for our clients.

We are seeking experienced and professional Financial Advisers who share our commitment to integrity, ethical conduct, and client-first financial planning. We are not simply looking for advisers who can build a book of business. We are looking for professionals who believe that trust is earned, client interests always come first, and financial advice carries a responsibility that extends far beyond a transaction.

Our philosophy is built on long-term relationships, fair client outcomes, and the unwavering pursuit of advice excellence. We take pride in maintaining the highest professional and ethical standards, with a strict zero-tolerance approach towards dishonesty, unethical conduct, misrepresentation, or the unfair treatment of clients.

At FinPrufe Wealth, success is measured not only by growth, but by the quality of advice delivered and the lasting impact we make in the lives of the families and businesses we serve.

Why Join FinPrufe Wealth?

• A deeply entrenched client-first culture
• Strong and experienced administrative and back-office support
• Established operational systems that allow advisers to focus on clients
• A collaborative environment built on family values, trust, respect, and accountability
• Ongoing professional development and mentorship
• Access to sophisticated financial planning and wealth management solutions
• Support in building a sustainable, professional, and compliant advisory practice
• A team that is relentless in the pursuit of excellence in both advice and client service

Our Core Values

Integrity Above All Else
We do what is right, even when nobody is watching.

Treating Clients Fairly
The interests of our clients always take precedence. Fair client outcomes are not merely a regulatory requirement, but a core business principle.

Excellence in Advice
We strive to deliver technically sound, compliant, and meaningful financial planning solutions that genuinely improve our clients' lives.

Family-Oriented Culture
We believe strong relationships create strong businesses. We support one another, celebrate success together, and value the importance of family and community.

Accountability and Professionalism
We take ownership of our advice, our conduct, and the trust placed in us by our clients.

Key Responsibilities

• Build and maintain long-term client relationships founded on trust and transparency.
• Deliver professional, ethical, and compliant financial advice.
• Develop and implement effective financial planning strategies tailored to client needs.
• Ensure fair client outcomes in every interaction and recommendation.
• Uphold the highest standards of integrity, professionalism, and regulatory compliance.
• Contribute positively to the culture and values of FinPrufe Wealth.
• Grow and manage a sustainable advisory practice through exceptional client service and referrals.

Minimum Requirements

• Matric Certificate
• University degree may positively impact applicants.
• Relevant industry experience as a Financial Adviser
• Minimum of 3 years of experience.
• RE5 Qualification
• Applicable FSCA Fit and Proper requirements
• Valid driver's licence and reliable vehicle
• Clean criminal record
• Strong ethical track record and professional reputation

Ideal Candidate

You are a professional who:

• Places clients at the centre of every decision.
• Values integrity more than short-term success.
• Believes trust is earned through consistent service and ethical behaviour.
• Is passionate about helping people achieve financial certainty and peace of mind.
• Wants to be part of a business where family values, respect, and accountability matter.
• Pursues excellence relentlessly and continually seeks to improve.

If you are looking for more than a sales role, and want to build a respected professional practice within a culture that prioritises clients, integrity, and excellence, we would welcome the opportunity to speak with you.

Pay: R50,00 - R100 000,00 per month

Application Question(s):

• Are you willing to undergo a background check, in accordance with local law/regulations?
• Do you have access to your own transportation?
• Do you have any criminal record or listed criminal activities?
• Do you have a clear ITC record?
• Are you a South African Citizen?

Education:

• High School (matric) (Required)

Experience:

• Financial Advisory: 3 years (Required)

License/Certification:

• Driver's License (Required)

Location:

• Somerset West, Western Cape (Preferred)

Willingness to travel:

• 50% (Preferred)

Work Location: Hybrid remote in Somerset West, Western Cape