721 Financial Advisor jobs in South Africa

South Africa (Hybrid) | Full-Time

attooh! Group of Companies

attooh! Group of Companies is a proudly independent financial advisory firm based in South Africa. For over a decade, we’ve focused on one thing: supporting our advisors with best-in-class systems, tools, and back-end support so they can serve clients with precision, care, and confidence.

With a culture built on structure, innovation, and continuous education , attooh! has been Discovery’s No.1 Financial Advisory Group for 11 consecutive years . We believe in the powerful connection between health and wealth and provide ethical, value-based, cradle-to-grave financial advice to our clients.

The Role:

We’re looking for a Financial Advisor to join our team in a full-time hybrid capacity. You'll be responsible for:

• Financial planning and investment advice
• Retirement and risk planning
• Delivering holistic financial solutions to clients

What We Offer:

• Industry-leading commission of up to 130%
• Qualified leads and full advertising support
• Ongoing career development and mentorship
• Access to powerful systems and a national support network

Requirements:

• Minimum 2 years' experience as a Financial Advisor
• RE5 qualification
• Entrepreneurial, innovative mindset
• Excellent communication and interpersonal skills
• Proven ability to meet targets and drive business growth
• Bachelor's degree in Finance, Business , or related field (advantageous)
• Strong understanding of investments, financial planning, and wealth management

If you're ready to elevate your career with the backing of a company that invests in your success — we’d love to hear from you.

• Apply now and let’s talk about your next big move.

We are looking for new and established financial advisors to join our business in KZN

At Momentum the role of the financial adviser goes beyond offering advice. Its about forming a meaningful partnership with clients to guide them towards achieving their financial goals. As a financial adviser, your role is to help clients create strategies for managing their finances, aligning their decisions with their unique needs and aspirations.

Requirements

• South African ID
• Grade 12 and a tertiary qualification
• Valid drivers license and own reliable vehicle
• An established client network

Even if you do not have industry experience, our comprehensive training programme and on-going mentoring, will provide you with the knowledge and skills to be successful.

If you are an established advisor looking for a change, lets discuss our exciting and lucrative value proposition.

Join Our Team : Experienced Financial Planners Wanted

We are expanding and seeking experienced Financial Planners to join our dynamic team.

If you're a motivated and results-driven professional looking for a new challenge, we'd love to hear from you.

PLEASE NOTE THAT THIS IS A COMMISSION BASED JOB ONLY

Lucrative Commission Structure : Our best-in-class commission structure rewards your hard work and dedication.

Vesting Bonus : Earn a bonus over the first 24 months, providing a significant boost to your income.

Full Admin Support : Our dedicated team handles administrative tasks, freeing you to focus on high-value activities.

Training Allowance : Receive a training allowance for the first 2 months to ensure a smooth transition.

Interest-Free Tech Loan : Get the latest technology to enhance your productivity and client engagement.

Sanlam Academy : Access our renowned academy for ongoing training and development.

Bursaries for Industry-Relevant Courses : Enhance your skills and knowledge with our financial support.

Personal Development and Business Opportunities : Develop your entrepreneurial spirit and build a successful career.

Annual Production Bonus : Earn incentives based on your performance.

Comprehensive Benefits : Enjoy medical aid, pension, Group Life cover, and more.

Rewards and Recognition Programs : Be acknowledged and celebrated for your achievements.

Petrol Allowance : Receive a petrol allowance to help you stay on the move when you meet your targets.

Cell phone Allowance : Enjoy a cell phone allowance to support your business communications when you achieve your goals.

At Sanlam, your responsibilities will include :

1. Building and Managing a Client Base : Establish and maintain relationships with clients.
2. Professional Advice : Provide expert financial advice to clients.
3. Profitable Practice Building : Develop and maintain a profitable practice.

1. Minimum 1 Year Experience : A minimum of 1 year of experience as a Financial Planner.
2. Educational Background : Matric or equivalent.
3. Educational Credits : Ideally, credits on NQF Level 5 or a recognized qualification.
4. Driver's License and Own Vehicle : A valid driver's license and access to your own vehicle.

Seniority level: Mid-Senior level

Employment type: Full-time

Job function: Finance and Sales

Career opportunities for Financial and Investment Advisors:

Where Your Independence Meets Unmatched Support. Break Free. Build Wealth. Join the Firm That Empowers Advisors, Not Controls Them. Join a Team That Works for and with You. Not the Other Way Around.

Are you still building someone else’s legacy, while your own potential goes untapped?

At Investiplan (Pty) Ltd , we believe it’s time to flip the script. Our independent FSP, based in Pretoria near the Menlyn Maine business hub, is expanding. We're offering exclusive opportunities to experienced, goal-driven Financial Advisors who are ready to take full control of their careers.

With over 35 years of proven success , we’ve built a professional business model designed around the advisor, focussing on world class excellence, advice and solutions, delivered to our clients. Here, you don’t just work in a business. You own your future.

What Makes Us Different?

1. Succession Benefit Planning : Secure long-term income from your client portfolios even after retirement.
2. In-House Expertise : Full support from accountant’s, tax consultants, short-term insurance specialists, and attorneys.
3. In-House Legal Solutions : Wills, trusts, business contracts such as buy-and-sell, succession and contingent liability contracts, managed by our legal team.
4. Compliance: Comprehensive dedicated compliance team, that lifts the admin burden.
5. Seamless Onboarding : Induction with all major life and risk insurers, Investment Houses and LISP platforms with all leading providers, accountants and legal partners.
6. Top-Tier Earnings : Lucrative commission arrangements, executor fees, short-term referrals, and legal referrals.
7. Elite Peer Community : Collaborate with some of SA’s highest-performing advisors.
8. Proven Investment Performance : Access to top-tier risk adverse investment portfolios with consistent, market-beating returns.

No more chasing trends, our investment solutions deliver real, long-term results and are rated amongst the best in the country .

Advisors who joined us from tied agencies, have tripled their income and finally gained true autonomy within two to three years.

*Forget flavour-of-the-month funds, as our portfolios are the real deal, with long-term results that make industry averages look like a rounding error.

This Is the Career Move You've Been Waiting For. If you’re ready to scale your earnings, grow your personal brand, and enjoy true professional independence, backed by a powerhouse support team, then let’s talk.

Role Overview: Financial Advisor

Investiplan (Pty) Ltd , is an authorised financial services provider (FSP License 38614) that is well-established and advisor-focused, built to empower professionals through independence and results-driven support.

Requirements:

Qualification & Experience

Within the role as a Financial Planner, you will be responsible for networking and building long term client relationships; conducting a comprehensive financial needs analyses; providing financial advice and presenting appropriate solutions to meet their specific needs and financial goals.

• At least 3 years of experience in financial planning and investment management
• NQF 5 or above industry recognized qualification
• RE 5 (essential)
• 6 months of Sales records and commission statements
• Clear ITC and No criminal record.
• Clear knowledge on Collective investment schemes and return profiles.
• Excellent communication and interpersonal skills to establish trust and maintain relationships with clients
• A high degree of accuracy and attention to detail to ensure client information remains confidential and accurate
• Ability to work independently and to exercise good judgement and discretion when making financial recommendations to clients
• Ability to stay current on industry trends and upcoming regulatory changes

Apply today at

Job Purpose

As a Financial Advisor at TIH Advisory, you will play a crucial role in helping individuals and businesses achieve their financial goals through comprehensive insurance solutions. We are seeking motivated professionals with a proven track record in financial advisory services, as well as recent graduates with a passion for finance and a drive to succeed.

Responsibilities

1. Conduct thorough financial needs analysis for clients to understand their goals and objectives.
2. Develop and implement customised financial plans to meet clients' short and long term goals.
3. Provide ongoing support and guidance to clients, reviewing their financial plans regularly and adjusting as needed.
4. Build and maintain strong relationships with clients through proactive communication and exceptional service.
5. Stay informed about industry trends and regulations, continuously enhancing your knowledge and skills to better serve clients.
6. Collaborate with team members to achieve collective goals and contribute to the overall success of the organisation.

Education

RE 5 (Essential); Bachelor's degree in Finance, Business Administration, or related field (for recent graduates). Relevant certifications (e.g., CFP) preferred but not required.

Experience

Minimum 2 years of experience in financial advisory services; Proven track record of success in insurance sales and client relationship management; Strong understanding of insurance products and industry regulations; Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients; Demonstrated ability to work independently and collaboratively in a fast-paced environment.

KBSSpikes, a Sanlam Accredited Broker, is looking for Financial Advisors that are enthusiastic, dedicated, target-driven, and focused.

The candidate will be rendering Sanlam Financial Services.

The candidates will be earning on commission only for the first two-month probation period.

After the successful probation, the candidates will earn R3000.00 basic salary, commission, and study towards a full industry-recognized qualification, Wealth Management NQF Level 5.

Candidates must have a minimum metric certificate as an entry-level qualification.

• Entry level

• Full-time

• Finance and Sales

Cape Town – Atlantic Seaboard Only

Are you a motivated and experienced financial advisor ready to take your career to the next level? Do you want to grow within a tech-powered , client-first , and entrepreneurially minded company that values integrity, results, and innovation?

Metafin , a BlueStar business powered by Sanlam, is expanding its elite team in Cape Town! If you’re ready to plug into a high-performance ecosystem that supports your goals with cutting-edge digital tools, AI automation, and structured growth opportunities—this is the opportunity for you.

As a Metafin Financial Advisor, you will:

• Build and nurture long-term relationships with clients based on transparency and trust.
• Offer tailored financial advice and recommend Shariah-compliant and conventional financial solutions aligned with client goals.
• Use our AI-driven advisor app to track leads, manage performance, automate reporting, and stay on top of your business metrics.
• Stay up to date on product knowledge, regulatory requirements, and financial trends.
• Engage in regular client reviews, goal assessments, and portfolio adjustments.

To thrive in this role, you should have:

• Matric + RE5 certification (NQF 5 with 120 credits is preferred)
• Minimum 2 years of experience in financial services or sales
• Be based in Cape Town (Atlantic Seaboard area)
• ️ Clear credit and criminal records
• Consistent minimum earnings of no less than R15,000 to be considered in the interview process.
• A growth mindset and a willingness to learn and lead in a digital-first environment

At Metafin, your success is our priority. Here's what we offer:

• Training allowance to support you as you ramp up
• Full benefits: medical aid, retirement annuity, group life cover
• Access to AI-powered admin tools and a digital advisor ecosystem to streamline your workflow
• Local and international conventions for top performers
• Commission structure up to 100% , tailored to your track record and portfolio
• Ongoing training, mentorship, and leadership opportunities

Metafin is not just another BlueStar business—we’re a forward-thinking, digitally enabled financial advisory firm that believes in building real wealth, real impact, and real careers.

With innovation at our core, we support our advisors through automation , strategic mentorship , and a client-first approach that helps you grow faster and serve better.

Please note: Direct messages, calls, or emails will not be considered.

All applications must be submitted via our official platform below:

Join to apply for the Financial Advisor role at Telesure Investment Holdings (TIH)

Join to apply for the Financial Advisor role at Telesure Investment Holdings (TIH)

Join TIH, home to some of South Africa’s leading financial service providers, and grow your career while being part of an organisation with purpose.

Job Purpose

As a Financial Advisor at TIH Advisory, you will play a crucial role in helping individuals and businesses achieve their financial goals through comprehensive insurance solutions. We are seeking motivated professionals with a proven track record in financial advisory services, as well as recent graduates with a passion for finance and a drive to succeed.

Responsibilities

Conduct thorough financial needs analysis for clients to understand their goals and objectives.

Develop and implement customised financial plans to meet clients short and long term goals .

Provide ongoing support and guidance to clients, reviewing their financial plans regularly and adjusting as needed.

Build and maintain strong relationships with clients through proactive communication and exceptional service.

Stay informed about industry trends and regulations, continuously enhancing your knowledge and skills to better serve clients.

Collaborate with team members to achieve collective goals and contribute to the overall success of the organisation.

Education

RE 5 (Essential); Bachelor's degree in Finance, Business Administration, or related field (for recent graduates). Preferred; Relevant certifications (e.g., CFP) preferred but not required. (Required)

Experience

Minimum 2 years of experience in financial advisory services (for experienced candidates); Proven track record of success in insurance sales and client relationship management; Strong understanding of insurance products and industry regulations; Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients; Demonstrated ability to work independently and collaboratively in a fast-paced environment

Think you have what it takes to be part of an unstoppable team who constantly finds better ways to give peace of mind? Don't wait, apply now.

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales
• Industries Insurance

Referrals increase your chances of interviewing at Telesure Investment Holdings (TIH) by 2x

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Join to apply for the Financial Advisor role at Old Mutual South Africa .

Direct message the job poster from Old Mutual South Africa.

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.

Responsibilities

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and verify their accuracy

Qualifications

• Qualification in Finance or related field
• 2+ years of industry experience
• RE 5 certification
• COB in Long Term Insurance and Investments
• Strong understanding of the investment business
• Excellent interpersonal skills

• Associate

• Full-time

• Sales and Customer Service

Referrals increase your chances of interviewing at Old Mutual South Africa by 2x.

Get notified about new Financial Advisor jobs in Rustenburg, North-West, South Africa .

Location: Rustenburg, North-West, South Africa. Posted 1 day ago.