410 Financial Advisor jobs in South Africa

Join Izulu Wealth in Port Elizabeth: Financial Advisors Wanted – Build a Legacy, Not Just a Career!

Are you a driven Financial Advisor in Port Elizabeth looking for more than just a job? At Izulu Wealth, we don't just offer careers—we build entrepreneurs, leaders, and legacy-makers. If you're ready to transform your ambition into lasting impact, we want you on our team.

Why Izulu?

• Proven Leadership: Learn from our team of top-performing industry leaders in a culture designed to multiply growth.
• Industry-Leading Rewards: Benefit from high commissions, weekly payouts, international travel incentives, and medical aid contributions.
• Entrepreneurial Freedom: Build your own practice with our proven systems, comprehensive mentorship, and national platform support.
• Diverse Market Opportunities: Serve clients across all segments - from Mass Market to Affluent Advisory and Short-Term Insurance solutions.

Who We're Looking For:

• Self-starters with an entrepreneurial mindset and hunger for success.
• Financial or sales professionals ready to transition into business ownership.
• Advisors committed to ethical practices and creating real client impact.
• High-performers who won't settle for mediocrity. Your growth path includes: top-tier earning potential with transparent commission structures, personalized mentorship from our most successful advisors, full business support including compliance, marketing, and lead generation, and a clear progression from independent advisor to business leadership.

What Our Advisors Say:

"Izulu gave me the platform to build something that will outlast my career."

"Here, your growth is limited only by your ambition and work ethic."

Ready to build your legacy in Port Elizabeth? Send your CV to today to start the conversation.

Exclusive to: Port Elizabeth

#FinancialAdvisor #WealthManagement #HiringNow #EntrepreneurOpportunity #PortElizabeth

We are seeking a highly motivated and knowledgeable Financial Advisor to join our clients team. The ideal candidate will be responsible for providing clients with comprehensive financial planning and investment advice tailored to their needs and goals. You'll help clients make informed decisions about investments, savings, retirement, insurance, and estate planning.

Responsibilities Include:

• Build and maintain long-term relationships with clients through regular communication and review of financial plans.
• Analyze clients financial status, goals, and risk tolerance to develop personalized financial strategies.
• Recommend investment products, insurance coverage, tax strategies, and retirement plans.
• Monitor financial portfolios and update plans based on changes in market conditions or life circumstances.
• Stay updated on market trends, economic forecasts, and financial regulations.
• Conduct client meetings and presentations, both in-person and virtually.
• Maintain compliance with all financial regulations and ethical standards.
• Maintain accurate records of client interactions and financial documents.

Requirements Include:

• Bachelors degree in Finance, Accounting, Economics, or a related field.
• Certification such as CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), or relevant financial licensing (e.g., FINRA, FSCA in South Africa)
• Proven experience as a Financial Advisor or similar role.
• Strong analytical and decision-making skills.
• Excellent interpersonal, communication, and sales skills.
• Proficient in financial planning software and MS Office Suite.

Own Vehicle Essential

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.

To submit your application, please email your CV and cover letter to:

Context (external/internal factors which influence the work environment, taking into account future conditions and strategic requirements):

• South African regulatory framework of insurance/brokerage industry

Customers (to whom the service is rendered/impacted upon):

There are arrangements within the group business to have the opportunity to provide advice to the client base as well as new clients with an attractive financial model.

It includes supportive business and sales support underpinned by a number of other doors opening opportunities.

Number of subordinates: 0
Reporting line (immediate manager): Manager/ Branch Manager

Minimum Requirements:

Education:

• Matric
• Wealth Management NQF L5 qualification or higher
• Passed exam RE: Representatives
• Own vehicle and drivers’ license

Experience:

• Previous experience within the Financial Services Industry and/or sales environment will be an added advantage.

Skills:

• Build excellent client relationships/service orientation
• Entrepreneurial/Business orientation
• Ability to work in an organized manner
• Self-confidence
• Drive/performance orientation
• Interpersonal skills

Knowledge:

• Understanding of the insurance and brokerage industry and environment
• Sound knowledge and understanding of personal lines insurance
• FAIS requirements of a representative
• Legal requirements of the insurance industry
• Technical insurance knowledge – (underwriting)

Personal attributes:

• Influential
• Flexibility
• Interpersonal effectiveness
• Customer Service orientation
• Resilience and Tenacity
• Emotional maturity
• Proactive

Key Performance Area

Key Performance Outputs

1 . Grow Portfolio

• Develop and implement a proactive sales plan according to agreed targets
• Meet agreed new business targets
• Identify and build relationships with partners
• Write quality new business aligned to sales / marketing plan
• Negotiate with Insurers re- premium and quotations
• Do Up and cross-selling on existing and new business

2. Retain and Maintain
Clients

• Identify new business opportunities
• Identify opportunities for cross and up-selling on existing clients
• Liaise with insurers and /or management regarding premiums and quotations
• Build relationships with clients through regular calls and informing them of the latest products

3. Perform Administration

• Load policies, amendments and endorsements on the system promptly
• Ensure premium payments processes and debits are discussed and agreed upon with clients
• Ensure data integrity on all policy systems
• General correspondence and e-mails to clients according to company standards
• Responsible for proactive and reactive underwriting.
• Adhere to underwriting criteria; FAIS requirements and set company standards
• Manage incoming and outgoing e-mails according to set norms and standards.
• Provide regular reports and feedback to the manager
• Provide a rewarding service experience at all touch points
• Ensure that customer queries are attended to and resolved expeditiously
• Respond to client’s requirements by providing appropriate risk solutions.
• Establish long-term relationships with clients
• Financial planning for clients

All Indwe employees are expected to conduct themselves in a manner commensurate with the Indwe values:

Actively seeking continuous Improvement

Nurturing

To care for our clients with Empathy

Driven

Providing the best solutions to our customers

Willing

To learn, grow and embrace diversity

Eager

To take responsibility and use initiative

(A) 61 Central Street, Houghton Estate, 2198

To submit your application, please email your CV and cover letter to:

Context (external/internal factors which influence the work environment, taking into account future conditions and strategic requirements):

• South African regulatory framework of insurance/brokerage industry

Customers (to whom the service is rendered/impacted upon):

There are arrangements within the group business to have the opportunity to provide advice to the client base as well as new clients with an attractive financial model.

It includes supportive business and sales support underpinned by a number of other doors opening opportunities.

Number of subordinates: 0
Reporting line (immediate manager): Manager/ Branch Manager

Minimum Requirements:

Education:

• Matric
• Wealth Management NQF L5 qualification or higher
• Passed exam RE: Representatives
• Own vehicle and drivers’ license

Experience:

• Previous experience within the Financial Services Industry and/or sales environment will be an added advantage.

Skills:

• Build excellent client relationships/service orientation
• Entrepreneurial/Business orientation
• Ability to work in an organized manner
• Self-confidence
• Drive/performance orientation
• Interpersonal skills

Knowledge:

• Understanding of the insurance and brokerage industry and environment
• Sound knowledge and understanding of personal lines insurance
• FAIS requirements of a representative
• Legal requirements of the insurance industry
• Technical insurance knowledge – (underwriting)

Personal attributes:

• Influential
• Flexibility
• Interpersonal effectiveness
• Customer Service orientation
• Resilience and Tenacity
• Emotional maturity
• Proactive

Key Performance Area

Key Performance Outputs

1 . Grow Portfolio

• Develop and implement a proactive sales plan according to agreed targets
• Meet agreed new business targets
• Identify and build relationships with partners
• Write quality new business aligned to sales / marketing plan
• Negotiate with Insurers re- premium and quotations
• Do Up and cross-selling on existing and new business

2. Retain and Maintain
Clients

• Identify new business opportunities
• Identify opportunities for cross and up-selling on existing clients
• Liaise with insurers and /or management regarding premiums and quotations
• Build relationships with clients through regular calls and informing them of the latest products

3. Perform Administration

• Load policies, amendments and endorsements on the system promptly
• Ensure premium payments processes and debits are discussed and agreed upon with clients
• Ensure data integrity on all policy systems
• General correspondence and e-mails to clients according to company standards
• Responsible for proactive and reactive underwriting.
• Adhere to underwriting criteria; FAIS requirements and set company standards
• Manage incoming and outgoing e-mails according to set norms and standards.
• Provide regular reports and feedback to the manager
• Provide a rewarding service experience at all touch points
• Ensure that customer queries are attended to and resolved expeditiously
• Respond to client’s requirements by providing appropriate risk solutions.
• Establish long-term relationships with clients
• Financial planning for clients

All Indwe employees are expected to conduct themselves in a manner commensurate with the Indwe values:

Actively seeking continuous Improvement

Nurturing

To care for our clients with Empathy

Driven

Providing the best solutions to our customers

Willing

To learn, grow and embrace diversity

Eager

To take responsibility and use initiative

(A) 61 Central Street, Houghton Estate, 2198

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About Us

We are a dynamic, client-focused financial services firm and a proud BlueStar Business for Sanlam. Our mission is to help individuals, families, and businesses achieve their financial goals through trust, expertise, and long-term relationships.

We believe in investing in our people. That’s why we offer continuous professional development, mentorship, and industry-leading tools to ensure our Financial Advisors grow into top performers and trusted experts in the field.

The Opportunity

We’re seeking a motivated and professional Financial Advisor to join our growing team. You will work closely with clients to create tailored financial plans, provide strategic investment advice, and guide them toward financial security.

Key Responsibilities

Conduct financial needs analyses to identify client goals.

Develop and implement personalized financial and investment plans.

Advise on retirement planning, risk management, tax strategies, and wealth growth.

Monitor market trends and ensure compliance with regulations.

Build and maintain strong client relationships.

Flexibility

We understand the importance of work-life balance. As a Financial Advisor with us, you’ll have flexible working hours and the ability to structure your schedule to suit both your professional and personal commitments — while still achieving your career goals.

Requirements

Minimum 1 year of experience in financial advisory, wealth management, or a related field.

Strong communication and interpersonal skills.

Proven ability to grow and manage a client portfolio.

Goal-driven with a passion for helping people achieve financial success.

What We Offer

Competitive remuneration

Ongoing training, mentorship, and career growth opportunities.

Access to industry-leading tools and resources.

Supportive, collaborative work environment.

How to Apply

Send your CV and a short motivation letter to ( ) with the subject line:

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales

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Company Description

EQ-FIN is a National Distribution Partner representing Liberty Group Ltd in the South African financial services industry. Our offerings include insurance and risk products, retirement planning solutions, short and long-term savings products, medical aids, and corporate benefits. We are dedicated to being the top choice for clients and financial advisors in South Africa, with an ambitious vision to become the largest, tied independent insurance distribution company nationally. EQ-FIN is committed to job creation as a cornerstone for a healthier South Africa.

At EQ-FIN, we’re building something more than just a business—we’re building independent practices that deliver long-term value for both clients and advisers.

Role Description

This is a full-time role for a Financial Advisor located in Johannesburg. The Financial Advisor will be responsible for offering personalized financial advice, creating detailed financial plans, and recommending appropriate financial products to clients. The role includes managing client portfolios, monitoring market trends, providing investment guidance, and ensuring compliance with financial regulations. The Financial Advisor will also be expected to build and maintain strong client relationships and continuously seek new opportunities to expand the client base.

We’re looking to partner with experienced Financial Advisers who are ready to elevate their careers and take control of their futures.

If you’re ready for a business that invests in you , let's talk.

DM me or connect directly to explore the opportunity.

Qualifications

• Strong analytical and problem-solving skills
• Proficiency in creating and managing financial plans
• Knowledgeable in insurance and risk products, retirement planning, and investment strategies
• 2 Years of Experience in the Industry
• Class of Business
• RE5
• Excellent communication and interpersonal skills
• Ability to stay updated on market trends and financial regulations
• Experience in client relationship management
• Strong organizational and time management skills
• NQF 5 Wealth Management or similar Industry Qualification
• Relevant certification (e.g., CFP) is a plus

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

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

Qualifications

• Bachelor's degree in Finance or related field
• 5+ years' of industry experience
• Strong understanding of the investment business
• Excellent interpersonal skills

Financial Advisor Opportunity

Are you passionate about empowering individuals and families to achieve their financial dreams? Do you value collaboration, innovation, and making a genuine impact on your clients' lives? If so, then Advisek might be the perfect place for you.

Who are we looking for?

• Experienced financial advisors: We seek passionate, experienced advisors with a proven track record of success and a commitment to client service.
• Client-focused mindset: You prioritize understanding your clients' needs, goals, and values to build long-lasting relationships.
• Collaborative spirit: You thrive in a team environment and value the power of shared knowledge and expertise.
• Continuous learning: You possess a desire to stay ahead of industry trends and continuously develop your skills and knowledge.
• Strong ethical principles: You believe in doing the right thing for your clients and uphold the highest ethical standards.

Requirements:

• 18+ months financial industry experience
• Regulatory Examination (RE5) certification
• Must meet Fit and Proper Requirements
• Class of business CPD points
• Experience in providing financial solutions to clients
• Dynamic, driven and ambitious
• Good communication, interpersonal and relationships building skills
• Ability to work independently

Apply today by sending your detailed CV to

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