What Jobs are available for Financial Advisor in South Africa?
Showing 316 Financial Advisor jobs in South Africa
Financial Advisor
Posted today
Job Viewed
Job Description
Our client is seeking an experienced Financial Advisor to join their team in Johannesburg!
What we offer:
- Commission-based earning potential
- Location: South of Johannesburg
- A hybrid working model with flexibility for home working
- Opportunity to build and grow your client portfolio
- Career advancement in financial services
What You'll Do:
- Provide clients with expert financial advice and planning
- Create and manage comprehensive financial plans
- Guide clients through investment options and strategies
- Perform detailed risk assessments
- Develop retirement planning strategies
- Review and optimize client portfolios for asset growth
- Conduct market research and financial analysis
- Stay current with financial trends and legislation
- Build and maintain strong client relationships
Essential Requirements:
- Minimum 2 years of financial planning at a registered financial service provider
- Existing date of first appointment as representative with FSCA
- Bachelor's degree or diploma in finance, economics, risk management, business, insurance, or related field
- Industry-approved qualification
Core Skills Required:
- Financial Planning and retirement planning expertise
- Proficiency in finance, investment, and long-term risk insurance
- Strong analytical and problem-solving abilities
- Excellent interpersonal and communication skills
- Ability to work independently and as part of a team
- Experience in financial services or related fields
#financialadvisor #financialplanning #CommissionEarned #johannesburg #hybridwork #financialservices #investmentadvice #retirementplanning #SouthAfricaJobs
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                    Financial Advisor
Posted 12 days ago
Job Viewed
Job Description
What we offer:
Commission-based earning potential
Location: South of Johannesburg
Hybrid working model with flexibility for home working
Opportunity to build and grow your client portfolio
Career advancement in financial services
What You'll Do:
Provide clients with expert financial advice and planning
Create and manage comprehensive financial plans
Guide clients through investment options and strategies
Perform detailed risk assessments
Develop retirement planning strategies
Review and optimize client portfolios for asset growth
Conduct market research and financial analysis
Stay current with financial trends and legislation
Build and maintain strong client relationships
Essential Requirements:
Minimum 2 years of financial planning at a registered financial service provider
Existing date of first appointment as representative with FSCA
Bachelor's degree or diploma in finance, economics, risk management, business, insurance, or related field
Industry-approved qualification
Core Skills Required:
Financial Planning and retirement planning expertise
Proficiency in finance, investment, and long-term risk insurance
Strong analytical and problem-solving abilities
Excellent interpersonal and communication skills
Ability to work independently and as part of a team
Experience in financial services or related fields
Is this job a match or a miss?
            
        
                                            
            
                
            
        
                    Financial Advisor
Posted 12 days ago
Job Viewed
Job Description
Our client is seeking an experienced Financial Advisor to join their team in Johannesburg!
What we offer:
Commission-based earning potential
Location: South of Johannesburg
Hybrid working model with flexibility for home working
Opportunity to build and grow your client portfolio
Career advancement in financial services
What You'll Do:
Provide clients with expert financial advice and planning
Create and manage comprehensive financial plans
Guide clients through investment options and strategies
Perform detailed risk assessments
Develop retirement planning strategies
Review and optimize client portfolios for asset growth
Conduct market research and financial analysis
Stay current with financial trends and legislation
Build and maintain strong client relationships
Essential Requirements:
Minimum 2 years of financial planning at a registered financial service provider
Existing date of first appointment as representative with FSCA
Bachelor's degree or diploma in finance, economics, risk management, business, insurance, or related field
Industry-approved qualification
Core Skills Required:
Financial Planning and retirement planning expertise
Proficiency in finance, investment, and long-term risk insurance
Strong analytical and problem-solving abilities
Excellent interpersonal and communication skills
Ability to work independently and as part of a team
Experience in financial services or related fields
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                    Financial Advisor
Posted 12 days ago
Job Viewed
Job Description
Earn a basic allowance + commission while helping people reach their financial goals!
What’s in it for you?
Basic allowance to get you started
Unlimited earning potential with commission
Full training & support provided
No previous experience required
If you’re driven, goal-oriented, and ready to grow, we want YOU!
Apply now and build your future while helping others build theirs.
Is this job a match or a miss?
            
        
                                            
            
                
            
        
                    Financial Advisor
Posted 12 days ago
Job Viewed
Job Description
Earn a basic allowance + commission while helping people reach their financial goals!
What’s in it for you?
Basic allowance to get you started
Unlimited earning potential with commission
Full training & support provided
No previous experience required
If you’re driven, goal-oriented, and ready to grow, we want YOU!
Apply now and build your future while helping others build theirs.
Is this job a match or a miss?
            
        
                                            
            
                
            
        
                    Financial Advisor
Posted 12 days ago
Job Viewed
Job Description
Earn a basic allowance + commission while helping people reach their financial goals!
What’s in it for you?
Basic allowance to get you started
Unlimited earning potential with commission
Full training & support provided
No previous experience required
If you’re driven, goal-oriented, and ready to grow, we want YOU!
Apply now and build your future while helping others build theirs.
Is this job a match or a miss?
            
        
                                            
            
                
            
        
                    Financial Advisor
Posted 12 days ago
Job Viewed
Job Description
Our client based in Pretoria are looking for qualified Financial Advisors and non-qualified aspiring financial advisors to join their well-established team.
Requirements
Matric (Grade 12)
Own reliable vehicle
RE5 Certificate
CPD Hours
NQF5 Wealth management
Competencies:
1 week product training and accreditation.
3 weeks sales and field training.
Clients gifts supplied.
Tablet with data for capturing supplied.
1st year commission. second year commission.
Inflation commission.
Self driven and Target orientated
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Financial Advisor
Posted 12 days ago
Job Viewed
Job Description
Our client based in the Cape Town are looking for qualified and non-qualified Financial Advisors to join their well established team.
Requirements
Matric (Grade 12)
Own reliable vehicle
RE5 Certificate (advantage)
CPD Hours (advantage)
NQF5 Wealth management (advantage)
Competencies:
Self driven and Target orientated
Existing Book would be an advantage
Outspoken and outgoing personality
Customer service orientated
Understanding of the financial industry
Good communication skills
Own vehicle with valid drivers license
Own Laptop
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                    Financial Advisor
Posted 3 days ago
Job Viewed
Job Description
A top-tier financial planning practice known for its values of Caring, Creative, Accurate, and Qualified is seeking a highly competent Junior Financial Advisor to join our team. This role is the critical bridge between technical expertise and full advisory responsibility, offering you a clear path and dedicated mentorship toward becoming a Senior Financial Planner.
Responsibilities: 
1. Client Portfolio Ownership
- Manage & Grow: Manage and grow a dedicated portfolio of clients, serving as their primary point of contact.
 - Advisory Leadership: Lead client meetings (with guidance where required) and present tailored financial planning solutions.
 - Relationship Building: Build long-term client relationships through proactive communication and responsive service.
 
2. Holistic Financial Planning & Delivery
- Comprehensive Advice: Prepare and deliver holistic financial plans, advice agreements, and supporting analyses across investments, risk, retirement, and estate planning.
 - Technical Excellence: Conduct detailed portfolio reviews, asset allocation analyses, and scenario modeling, utilizing advanced software (e.g., Xplan, Xtools, Asset Map).
 - Compliance: Ensure complete compliance with all regulatory requirements, including FAIS, FIC, POPIA, and TCF, in every aspect of advice delivery.
 
Qualifications and Experience:
- Certified Financial Planner® (CFP®) designation.
 - Postgraduate Diploma in Financial Planning (NQF 8).
 - Essential Regulatory Examinations (RE5) completed.
 
Experience:
- Minimum 2 years client-facing experience in financial services.
 - Demonstrable previous paraplanning experience in a financial planning environment.
 
Growth Mindset:  
- A commitment to continuous professional development (CPD) and progression toward senior planner responsibilities.
 
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                    Financial Advisor
Posted 28 days ago
Job Viewed
Job Description
Key Responsibilities:
- Manage and review client portfolios, providing professional financial advice.
 - Prospect and acquire new clients to grow the portfolio.
 - Deliver financial products and services in a professional and client-focused manner.
 - Collaborate with Financial Service Providers (FSPs) and internal departments to resolve client queries.
 - Maintain regular client communication and build long-term relationships.
 - Develop comprehensive financial plans tailored to client needs.
 - Provide advice on investments, retirement planning, estate planning, and tax optimisation.
 - Assess client risk profiles and recommend appropriate strategies.
 - Identify opportunities for cross-selling and upselling services.
 - Network with professionals, attend industry events, and contribute to marketing initiatives.
 - Ensure compliance with all industry regulations and maintain accurate documentation.
 - Prepare regular reports for clients and management.
 
- Client-focused with excellent relationship-building skills
 - Strong analytical and problem-solving ability
 - Professional communication and presentation skills
 - Results-driven with a proactive approach
 - Ethical, compliant, and detail-orientated
 
- Matric with tertiary qualification in Finance (NQF5: Wealth Management / BCom) Non-negotiable
 - RE5 certification Non-negotiable
 - Relevant Class of Business certifications in place
 - Fit and Proper status required
 - Minimum 3 years experience in a Financial Planning role
 - Proficiency in Microsoft Excel and related software
 - Experience with professionals and high-net-worth clients
 - Drivers license and own vehicle Non-negotiable
 - Existing client book not required
 
Basic salary R30 000 R40 000 plus commission.
**Only shortlisted candidates will be contacted**
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