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Join Our Financial Planning Team

Build your career in retirement planning while helping South Africans secure their financial future

Application Timeline

1

Initial Application

Submit your CV and cover letter through our careers portal. We review applications weekly and respond within 5 business days.

Week 1
2

Phone Screening

A 30-minute conversation with our HR team to discuss your background and interest in financial planning.

Week 2
3

Technical Interview

Meet with our senior planners to discuss financial scenarios and problem-solving approaches.

Week 3
4

Final Decision

Reference checks and offer discussions. We aim to complete the entire process within one month.

Week 4

Interview Preparation

  • Research South African retirement regulations - Understand the latest changes to pension funds and retirement age policies that affect our clients.
  • Practice explaining complex concepts simply - We'll ask you to break down investment strategies for someone without financial background.
  • Prepare questions about our client approach - Show your interest in how we build long-term relationships with clients across different life stages.
  • Review your own financial planning journey - Be ready to discuss your personal approach to saving and investment decisions.
  • Think about client scenarios - Consider how you'd advise a 35-year-old teacher versus a 50-year-old business owner planning for retirement.

What We're Looking For

Communication Skills

You'll be explaining retirement concepts to clients who may feel overwhelmed by financial jargon. We need someone who can make complex ideas feel approachable and actionable.

Empathy & Patience

Financial planning is deeply personal. Our clients share their fears about retirement security, and we need team members who listen carefully and respond with genuine understanding.

Problem-Solving Mindset

Every client situation is unique. You'll need to think creatively about solutions that fit different income levels, family situations, and retirement goals within South African financial markets.

Open Positions

We're expanding our team to serve more clients across the Vaal Triangle region and beyond

Financial advisor meeting with client

  • Junior Financial Planner

    Work directly with clients to create comprehensive retirement plans. Perfect for recent graduates or career changers passionate about financial education.

    Boipatong, Vanderbijlpark

  • Senior Client Advisor

    Lead complex retirement planning cases and mentor junior team members. Requires 3+ years experience in financial services.

    Boipatong, Vanderbijlpark

  • Investment Research Analyst

    Analyze market trends and investment options to support our planning recommendations. Strong analytical and research skills required.

    Boipatong, Vanderbijlpark

Ready to Start Your Application?

Send your CV and a brief cover letter explaining why you're interested in helping people plan for retirement. We review applications every Wednesday and respond promptly to all candidates.

Apply Now