Technology

  • Babylon – custom built, end-to-end, practise management solution
  • WealthPro – custom robo-advice solution for investment business
  • Microsoft Office 365 – Office suite of products incl. Outlook, Sharepoint
  • Ancillary products – Astute, @Work, AssetMap, Seriti, BrokerTool, GetQuote, ESET anti-virus

Marketing

  • Brand awareness to continually push marketing messages above the line to all clients
  • Blogs/news articles/newsletters
  • Creative email headers and footers to attract new clients and engage with existing clients
  • Social media – Facebook, Twitter, LinkedIn

People

  • Driven, motivated, experienced leadership team
  • Knowledgeable, diverse, dedicated professional associates to solve any problem

Compliance

  • Internal, tech-driven compliance processes in place to cover your back
  • Professional Indemnity Insurance and legal assistance in the event of worst case scenario

Product Choice

  • Completely independent – always provide the absolute best advice
  • Wide range of product categories open to business (and increasing)
  • Preferred practice with hands on support from consultants

Remuneration

  • Favourable fee sharing arrangement
  • Earn fees and commission from any product or service
  • Detailed commission statement provided monthly across all products/services/fees

Professional Associations

  • Financial Planning Institute of Southern Africa (FPI)
  • South African Institute of Tax Professionals (SAIT)
  • Financial Intermediaries Association of Southern Africa (FIA)
  • Council for Medical Schemes (CMS)

Peace of mind

  • Group risk scheme in place – death and disability
  • Built in buy- and sell agreement in event of death, disability, retirement and resignation

We don’t advertise career opportunities. You force us to create one for you.

Irrespective from where you are or what your background is. If you want to join the best team that you’ve ever seen click on the contact us tab and send us a message. We’ll then touch base and make contact with you.

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