Advisory careers
Congratulations for finding yourself on the Alexforbes Financial Planning Consulting landing page!
To us, providing the right advice matters most – in fact, it’s everything.
Join Alexforbes on our journey to impact the lives of South Africans by assisting them in achieving their financial goals as well as achieving better retirement outcomes.
If providing the best advice matters to you, and you are looking for a place to call home, a place where you are empowered and provided with tools and support, then look no further as you have come to the right place.
Please click on the links below to explore each advice orientated role available at Alexforbes. Make a life-changing career move to join our winning team of worldclass advisors – enjoy a cup of coffee and a chat with us!
Individual Advice Centre
(IAC Planner)
Provide holistic financial planning advice to a portfolio of existing clients that is tailored to clients' investment and lifestyle goals
Financial Planner
Provide holistic financial planning advice to a portfolio of existing and new clients that is tailored to clients' investment and lifestyle goals
Financial Wellbeing Consultant
Service of our corporate fund members through tailored financial advice and support through both onsite presentations, face-to-face and telephonic channels, ensuring accessibility and responsiveness.
Financial Planning Consultant
Provide holistic financial planning advice to individual corporate fund members and referral clients, tailored to clients' investment and lifestyle goals
In this role you will:
- Make a real impact by delivering personalised holistic financial advice to a portfolio of clients as you conduct annual reviews for client investments.
- Cross sell & propose different financial solutions to clients as and when propriate.
- Meet clients either in person, via MS Teams or telephonically
- Build strong, strategic relationships with clients to ensure that assets do not leave the Alexforbes Group. This is the core focus of the role.
- Provide expert advice to clients iro their discretionary assets
- Provide expert advice to clients iro their retirement funds, which will allow them to retire better for longer - we are retirement experts.
- Provide estate and risk planning advice and solutions.
This role is ideal for someone who:
- Has their RE5 qualification
- Has 120 credits
- Is studying towards their CFP qualification
- Has less than 2 years' experience in the financial industry where you have been giving financial planning advice
- Prefers having a salary with the ability to earn a percentage of initial fees where business has been written within existing client portfolio.
In this role you will:
- Make a real impact by delivering personalised holistic financial advice to a portfolio of clients as you conduct annual reviews for client investments.
- Cross sell & propose different financial solutions to clients as and when propriate.
- Meet clients either in person, via MS Teams or telephonically (emphasis on face-to-face meetings)
- Build strong, strategic relationships with clients to ensure that assets do not leave the Alexforbes Group. This is the core focus of the role.
- Provide expert advice to clients iro their discretionary assets
- Provide expert advice to clients iro their retirement funds, which will allow them to retire better for longer - we are retirement experts.
- Provide estate and risk planning advice and solutions.
This role is ideal for someone who:
- Has their RE5 qualification
- Has their CFP qualification and passed board exams
- Has more than 5 years' experience in the financial industry where you have been giving financial planning advice
- Prefers earning a salary, with the ability to also earn a percentage of initial fees where business has been written within existing client portfolio as well as on client referrals.
In this role you will:
- Be allocated a panel of corporate funds where you will be an Alexforbes ambassador, supporting various Financial Planning Consultants within the corporates.
- Make a real impact by delivering personalised financial advice that meets clients where they are; in person (onsite one on one meetings & presentations at various corporate funds) or over the phone.
- Build strong, strategic relationships with key corporate partners like Human Resource Business Partners and play a vital role in shaping smart financial futures and retirement outcomes, through member education.
- Take the members on a financial journey from joining the corporate to retirement and everything in-between.
This role is ideal for someone who:
- Has their RE5 qualification
- Has a NQF5 Wealth Management qualification or equivalent 120 credits
- Is studying towards / wants to study towards a CFP qualification / newly acquired their CFP qualification
- Has less than 2 years' experience in the financial industry where you have been giving financial planning advice
- Would like the safety of a monthly salary plus the ability to earn a percentage of initial fees on new business written, all while learning and growing in the Alexforbes way, with aspirations of becoming a Financial Planning Consultant and creating your own professional practice within the Alexforbes Group.
- Aspires to be a Financial Planning Consultant with their own panel of allocated corporate funds and ultimately build a practice within Alexforbes.
In this role you will:
- Be allocated a panel of corporate funds where you will be a key account holder for Individual Consulting (Financial Planning Consultants).
- Make a real impact by delivering personalised financial advice that meets clients where they are; in person (onsite one on one meetings & presentations at various corporate funds) or over the phone.
- Build strong, strategic relationships with key corporate partners like Human Resource Business Partners and play a vital role in shaping smart financial futures and retirement outcomes, through member education and world class advice.
- Take the members on a financial journey from joining the corporate to retirement and everything in-between.
- Provide holistic advice to individual clients iro their discretionary funds
- Provide expert advice to clients iro their retirement funds, which will allow them to retire better for longer - we are retirement experts.
- Provide estate and risk planning.
This role is ideal for someone who:
- Has their RE5 qualification
- Has their CFP qualification and passed board exams
- Has more than 5 years' experience in the financial industry where you have been giving financial planning advice
- Is comfortable to be on full risk, although we do initially start you off on a 2-year guarantee period before moving an advisor onto full risk.
- Has a great work ethic and who understands that hard work and the ability to be on risk means that they have substantial earning ability.
- Wants to build a long-term practice within Alexforbes and enjoy the benefits of being associated with our brand.
