Lifecheq
11 - 50 employees
Founded 2015
💸 Finance
💳 Fintech
👥 B2C
💰 Series A on 2022-05
Finance • Fintech • B2C
Lifecheq is a financial services provider that offers personalized financial advice to individuals. The company focuses on helping clients take control of their finances by creating a customized financial plan that aligns with their goals and lifestyle. Through a holistic approach, Lifecheq guides clients in making informed decisions about their money management, prioritizing their goals, and ensuring they maintain a balance between various financial obligations. Their process includes matching clients with expert advisers, developing a comprehensive financial plan, and providing ongoing support to help clients stay on track with their financial journey.
Experienced Financial Advisor
🕒 February 4
📊 Check your resume score for this job
Improve your chances of getting an interview by checking your resume score before you apply.
Lifecheq
11 - 50 employees
Founded 2015
💸 Finance
💳 Fintech
👥 B2C
💰 Series A on 2022-05
Finance • Fintech • B2C
Lifecheq is a financial services provider that offers personalized financial advice to individuals. The company focuses on helping clients take control of their finances by creating a customized financial plan that aligns with their goals and lifestyle. Through a holistic approach, Lifecheq guides clients in making informed decisions about their money management, prioritizing their goals, and ensuring they maintain a balance between various financial obligations. Their process includes matching clients with expert advisers, developing a comprehensive financial plan, and providing ongoing support to help clients stay on track with their financial journey.
📋 Description
• Acquire, engage, and retain clients through personalised financial planning. • Conduct detailed financial needs analyses and develop tailored strategies. • Promote and sell a range of financial products (risk, investment, retirement, and funeral cover). • Deliver ongoing service and portfolio reviews to ensure client satisfaction. • Adhere to FAIS and FSCA regulations at all times. • Manage client onboarding, documentation, and compliance through LifeCheq’s digital platform. • Maintain accurate client records and uphold regulatory and company standards. • Consistently meet and exceed growth and retention targets.
🎯 Requirements
• NQF Level 5 qualification in Financial Planning & RE5 Accreditation (essential) • 1–3 years’ experience as a Financial Adviser or in financial services sales • Proven record of achieving sales and growth targets • Clear criminal and credit record • Own reliable transport • Excellent interpersonal, communication, and negotiation skills • Entrepreneurial mindset with the ability to work independently.
🏖️ Benefits
• All-in-One Tech Platform – Streamline admin, compliance, and proposals with LifeCheq’s digital CRM so you can focus on client engagement and growth. • Qualified Lead Support – Access a steady flow of high-quality leads and client opportunities from day one. • Continuous Development – Receive tailored training, mentorship, and sales coaching to sharpen your skills and grow your practice. • Uncapped Growth Potential – Build your own client base or move into leadership — both MHC and LifeCheq provide the platform to scale your ambitions. • Flexible Working Model – Enjoy the freedom to structure your time, with hybrid work options.
Apply Now
