1,231 Financial Advisor jobs in South Africa
Financial Advisor Consultant (FAC)
Posted 2 days ago
Job Viewed
Job Description
TheFinancial Advisor Consultant (FAC) plays a key support role in the financial advisory process by enabling Financial Advisors (FAs) to focus on client interaction and sales. The FAC is responsible for managing the advisor’s diary, preparing files for meetings, handling all related sales administration, and ensuring the successful conversion of leads and appointments into new business (investments).
In addition to new business support, the FAC ensures that clients receive a consistently high level of service, including personalized touches such as birthday messages, newsletters, and other relationship-building activities.
This role combines sales administration, client relationship management, and compliance coordination to enhance advisor productivity and client satisfaction.
Key Responsibilities
1. New Business Support & Target Achievement
- Confirm and schedule appointments in coordination with assigned advisors.
- Prepare all necessary documentation and background information for meetings.
- Convert leads into appointments and appointments into sales.
- Ensure timely follow-up and processing of new business opportunities.
- Assist in managing the advisor's client portfolio to maximize productivity and relationship depth.
2. Client Interaction & Communication
- Manage client engagement by coordinating meetings and responding to requests.
- Prepare and send follow-up correspondence to clients post-meeting.
- Conduct courtesy calls to clients after advisor appointments.
- Facilitate client servicing initiatives such as milestone greetings, event invites, and regular updates.
3. Administrative & Operational Support
- Maintain accurate and current client data including contact details, portfolios, and goals.
- Handle all paperwork related to client transactions, including investments, withdrawals, and transfers.
- Update and manage the CRM platform to ensure accurate tracking of all client activities and sales interactions.
- Distribute personalized communication or gifts to clients as required.
- Support advisors in reaching sales and engagement targets.
4. QA & Compliance Documentation
- Prepare client files in line with compliance and regulatory requirements.
- Perform initial QA reviews of client packs and documentation prior to submission.
- Generate QA reports for supervisor and compliance sign-off, facilitating commission release.
- Act as the initial point of contact for disinvestment requests and processes.
- Collaborate with Compliance and the FAC Supervisor to ensure process adherence.
5. Reporting & Performance Monitoring
- Submit daily and weekly reports on lead status and appointment outcomes.
- Record all interactions and activities in the ALUMA CRM system.
- Develop and maintain an action plan for active clients in the advisor pipeline.
- Monitor advisor diaries to ensure a minimum of 3 appointments per advisor per day.
- Maintain daily communication with assigned advisors, summarizing key information via designated WhatsApp group or internal communication tools.
Required Skills & Competencies
- Strong administrative and organizational skills.
- Excellent written and verbal communication (in both English and Afrikaans preferred).
- High attention to detail and ability to manage multiple tasks efficiently.
- Client-focused with a strong sense of professionalism and discretion.
- Proficient in CRM systems and Microsoft Office (especially Excel and Outlook).
- A sales-oriented mindset with the ability to drive appointment and deal conversion.
Qualifications
- Grade 12 (Matric) minimum; relevant diploma or qualification in Financial Services, Administration, or Business would be an advantage.
- 1–3 years’ experience in a financial services, client service, or administrative support role.
KPIs & Performance Metrics
- Number of appointments confirmed and attended.
- Lead-to-appointment and appointment-to-sale conversion rates.
- Client engagement and satisfaction.
- CRM data accuracy and completeness.
- Compliance accuracy and commission clearance turnaround time.
- Advisor support satisfaction and retention.
Financial Advisor
Posted today
Job Viewed
Job Description
Overview
Co-Founder & Recruitment Specialist | IT, Renewable Energy, Manufacturing, Marketing, Sales, HR, Logistics |
THIS ROLE OFFERS A BASIC SALARY
Are you a driven Financial Advisor looking to grow your career within a supportive and entrepreneurial environment? Our client is a well-established, smaller financial services firm with a countrywide footprint . They pride themselves on building lasting client relationships while offering advisors the tools and support needed to succeed.
Location: Durban (with national reach and opportunities)
Qualifications- Minimum 2+ years’ experience as a Financial Advisor
- Must hold a valid RE5 qualification
- CPD hours must be up to date each year
- Class of Business Certificates completed
- Join a dynamic, growth-focused firm with national presence
- Supportive leadership and collaborative culture
- Opportunities to grow your client base and develop professionally
- Seniority level : Associate
- Employment type : Full-time
- Job function : Finance
- Industries : Financial Services and Investment Advice
Financial Advisor
Posted today
Job Viewed
Job Description
Overview
Liberty is looking for entrepreneurs, with a sound track record of sales success and experience in networking, identifying potential clients and closing business, to join our dynamic team of Financial Advisors. At Benchmark Capital, we’re more than just a business; we’re your partner in success. With us, you’ll benefit from prospect calling and the support of an experienced and dynamic team. Our purpose as financial planners is very simple. we have to make it our single aim to provide “Financial Security” to our clients. Understanding how to live financially free ourselves first has to be practiced and then delivered at multiple levels. If you are a hard worker, hungry for success and want to make a meaningful impact, join a dynamic forward thinking financial services company.
Key Responsibilities- Prospect and generate leads to secure client appointments
- Conduct professional Financial Needs Analyses and make tailored recommendations
- Achieve sales targets set by Liberty
- Build and maintain client relationships
- Provide professional, needs-based financial advice on investments, insurance, and health
- Stay up to date with FSCA legislative requirements and industry trends
- Matric + National Diploma or Degree
- 2+ years of work experience (sales experience essential)
- Own reliable vehicle (to attend client visits)
- Clear credit and criminal record
- Own laptop and uncapped internet access
- Willing to work on 100% commission
- Strong people skills and a target-driven mindset
- A well-established network and the ability to source new prospects
- Financial and business acumen
- Discipline to work remotely and manage your time effectively
- Commitment to continuous learning and staying ahead in the industry
- Impeccable work ethics
Please send your CV and LinkedIn profile to
Job Details- Seniority level: Entry level
- Employment type: Full-time
- Job function: Finance and Sales
Take the Next Step in Your Career. Apply Now to join Benchmark Capital Group and become part of a team that empowers success!
Johannesburg, Gauteng, South Africa
Note: Locations listed are for context and may reflect multiple postings over time.
#J-18808-LjbffrFinancial Advisor
Posted today
Job Viewed
Job Description
Overview
Liberty is looking for entrepreneurs, with a sound track record of sales success and experience in networking, identifying potential clients and closing business, to join our dynamic team of Financial Advisors. At Benchmark Capital, we’re more than just a business; we’re your partner in success. With us, you’ll benefit from prospect calling and the support of an experienced and dynamic team. Our purpose as financial planners is very simple. we have to make it our single aim to provide “Financial Security” to our clients. Understanding how to live financially free ourselves first has to be practiced and then delivered at multiple levels. If you are a hard worker, hungry for success and want to make a meaningful impact, join a dynamic forward thinking financial services company.
Key Responsibilities- Prospect and generate leads to secure client appointments
- Conduct professional Financial Needs Analyses and make tailored recommendations
- Achieve sales targets set by Liberty
- Build and maintain client relationships
- Provide professional, needs-based financial advice on investments, insurance, and health
- Stay up to date with FSCA legislative requirements and industry trends
- Matric + National Diploma or Degree
- 2+ years of work experience (sales experience essential)
- Own reliable vehicle (to attend client visits)
- Clear credit and criminal record
- Own laptop and uncapped internet access
- Willing to work on 100% commission
- Strong people skills and a target-driven mindset
- A well-established network and the ability to source new prospects
- Financial and business acumen
- Discipline to work remotely and manage your time effectively
- Commitment to continuous learning and staying ahead in the industry
- Impeccable work ethics
Please send your CV and LinkedIn profile to
Job Details- Seniority level: Entry level
- Employment type: Full-time
- Job function: Finance and Sales
Take the Next Step in Your Career. Apply Now to join Benchmark Capital Group and become part of a team that empowers success!
Johannesburg, Gauteng, South Africa
Note: Locations listed are for context and may reflect multiple postings over time.
#J-18808-LjbffrFinancial Advisor
Posted today
Job Viewed
Job Description
Overview
Liberty is looking for entrepreneurs, with a sound track record of sales success and experience in networking, identifying potential clients and closing business, to join our dynamic team of Financial Advisors. At Benchmark Capital, we’re more than just a business; we’re your partner in success. With us, you’ll benefit from prospect calling and the support of an experienced and dynamic team. Our purpose as financial planners is very simple. we have to make it our single aim to provide “Financial Security” to our clients. Understanding how to live financially free ourselves first has to be practiced and then delivered at multiple levels. If you are a hard worker, hungry for success and want to make a meaningful impact, join a dynamic forward thinking financial services company.
Key Responsibilities- Prospect and generate leads to secure client appointments
- Conduct professional Financial Needs Analyses and make tailored recommendations
- Achieve sales targets set by Liberty
- Build and maintain client relationships
- Provide professional, needs-based financial advice on investments, insurance, and health
- Stay up to date with FSCA legislative requirements and industry trends
- Matric + National Diploma or Degree
- 2+ years of work experience (sales experience essential)
- Own reliable vehicle (to attend client visits)
- Clear credit and criminal record
- Own laptop and uncapped internet access
- Willing to work on 100% commission
- Strong people skills and a target-driven mindset
- A well-established network and the ability to source new prospects
- Financial and business acumen
- Discipline to work remotely and manage your time effectively
- Commitment to continuous learning and staying ahead in the industry
- Impeccable work ethics
Please send your CV and LinkedIn profile to
Job Details- Seniority level: Entry level
- Employment type: Full-time
- Job function: Finance and Sales
Take the Next Step in Your Career. Apply Now to join Benchmark Capital Group and become part of a team that empowers success!
Johannesburg, Gauteng, South Africa
Note: Locations listed are for context and may reflect multiple postings over time.
#J-18808-LjbffrFinancial Advisor
Posted today
Job Viewed
Job Description
Overview
Liberty is looking for entrepreneurs, with a sound track record of sales success and experience in networking, identifying potential clients and closing business, to join our dynamic team of Financial Advisors. At Benchmark Capital, we’re more than just a business; we’re your partner in success. With us, you’ll benefit from prospect calling and the support of an experienced and dynamic team. Our purpose as financial planners is very simple. we have to make it our single aim to provide “Financial Security” to our clients. Understanding how to live financially free ourselves first has to be practiced and then delivered at multiple levels. If you are a hard worker, hungry for success and want to make a meaningful impact, join a dynamic forward thinking financial services company.
Key Responsibilities- Prospect and generate leads to secure client appointments
- Conduct professional Financial Needs Analyses and make tailored recommendations
- Achieve sales targets set by Liberty
- Build and maintain client relationships
- Provide professional, needs-based financial advice on investments, insurance, and health
- Stay up to date with FSCA legislative requirements and industry trends
- Matric + National Diploma or Degree
- 2+ years of work experience (sales experience essential)
- Own reliable vehicle (to attend client visits)
- Clear credit and criminal record
- Own laptop and uncapped internet access
- Willing to work on 100% commission
- Strong people skills and a target-driven mindset
- A well-established network and the ability to source new prospects
- Financial and business acumen
- Discipline to work remotely and manage your time effectively
- Commitment to continuous learning and staying ahead in the industry
- Impeccable work ethics
Please send your CV and LinkedIn profile to
Job Details- Seniority level: Entry level
- Employment type: Full-time
- Job function: Finance and Sales
Take the Next Step in Your Career. Apply Now to join Benchmark Capital Group and become part of a team that empowers success!
Johannesburg, Gauteng, South Africa
Note: Locations listed are for context and may reflect multiple postings over time.
#J-18808-LjbffrFinancial Advisor
Posted today
Job Viewed
Job Description
Overview
Liberty is looking for entrepreneurs, with a sound track record of sales success and experience in networking, identifying potential clients and closing business, to join our dynamic team of Financial Advisors. At Benchmark Capital, we’re more than just a business; we’re your partner in success. With us, you’ll benefit from prospect calling and the support of an experienced and dynamic team. Our purpose as financial planners is very simple. we have to make it our single aim to provide “Financial Security” to our clients. Understanding how to live financially free ourselves first has to be practiced and then delivered at multiple levels. If you are a hard worker, hungry for success and want to make a meaningful impact, join a dynamic forward thinking financial services company.
Key Responsibilities- Prospect and generate leads to secure client appointments
- Conduct professional Financial Needs Analyses and make tailored recommendations
- Achieve sales targets set by Liberty
- Build and maintain client relationships
- Provide professional, needs-based financial advice on investments, insurance, and health
- Stay up to date with FSCA legislative requirements and industry trends
- Matric + National Diploma or Degree
- 2+ years of work experience (sales experience essential)
- Own reliable vehicle (to attend client visits)
- Clear credit and criminal record
- Own laptop and uncapped internet access
- Willing to work on 100% commission
- Strong people skills and a target-driven mindset
- A well-established network and the ability to source new prospects
- Financial and business acumen
- Discipline to work remotely and manage your time effectively
- Commitment to continuous learning and staying ahead in the industry
- Impeccable work ethics
Please send your CV and LinkedIn profile to
Job Details- Seniority level: Entry level
- Employment type: Full-time
- Job function: Finance and Sales
Take the Next Step in Your Career. Apply Now to join Benchmark Capital Group and become part of a team that empowers success!
Johannesburg, Gauteng, South Africa
Note: Locations listed are for context and may reflect multiple postings over time.
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About the latest Financial advisor Jobs in South Africa !
Financial Advisor
Posted today
Job Viewed
Job Description
Overview
Liberty is looking for entrepreneurs, with a sound track record of sales success and experience in networking, identifying potential clients and closing business, to join our dynamic team of Financial Advisors. At Benchmark Capital, we’re more than just a business; we’re your partner in success. With us, you’ll benefit from prospect calling and the support of an experienced and dynamic team. Our purpose as financial planners is very simple. we have to make it our single aim to provide “Financial Security” to our clients. Understanding how to live financially free ourselves first has to be practiced and then delivered at multiple levels. If you are a hard worker, hungry for success and want to make a meaningful impact, join a dynamic forward thinking financial services company.
Key Responsibilities- Prospect and generate leads to secure client appointments
- Conduct professional Financial Needs Analyses and make tailored recommendations
- Achieve sales targets set by Liberty
- Build and maintain client relationships
- Provide professional, needs-based financial advice on investments, insurance, and health
- Stay up to date with FSCA legislative requirements and industry trends
- Matric + National Diploma or Degree
- 2+ years of work experience (sales experience essential)
- Own reliable vehicle (to attend client visits)
- Clear credit and criminal record
- Own laptop and uncapped internet access
- Willing to work on 100% commission
- Strong people skills and a target-driven mindset
- A well-established network and the ability to source new prospects
- Financial and business acumen
- Discipline to work remotely and manage your time effectively
- Commitment to continuous learning and staying ahead in the industry
- Impeccable work ethics
Please send your CV and LinkedIn profile to
Job Details- Seniority level: Entry level
- Employment type: Full-time
- Job function: Finance and Sales
Take the Next Step in Your Career. Apply Now to join Benchmark Capital Group and become part of a team that empowers success!
Johannesburg, Gauteng, South Africa
Note: Locations listed are for context and may reflect multiple postings over time.
#J-18808-LjbffrFinancial Advisor
Posted today
Job Viewed
Job Description
Overview
Liberty is looking for entrepreneurs, with a sound track record of sales success and experience in networking, identifying potential clients and closing business, to join our dynamic team of Financial Advisors. At Benchmark Capital, we’re more than just a business; we’re your partner in success. With us, you’ll benefit from prospect calling and the support of an experienced and dynamic team. Our purpose as financial planners is very simple. we have to make it our single aim to provide “Financial Security” to our clients. Understanding how to live financially free ourselves first has to be practiced and then delivered at multiple levels. If you are a hard worker, hungry for success and want to make a meaningful impact, join a dynamic forward thinking financial services company.
Key Responsibilities- Prospect and generate leads to secure client appointments
- Conduct professional Financial Needs Analyses and make tailored recommendations
- Achieve sales targets set by Liberty
- Build and maintain client relationships
- Provide professional, needs-based financial advice on investments, insurance, and health
- Stay up to date with FSCA legislative requirements and industry trends
- Matric + National Diploma or Degree
- 2+ years of work experience (sales experience essential)
- Own reliable vehicle (to attend client visits)
- Clear credit and criminal record
- Own laptop and uncapped internet access
- Willing to work on 100% commission
- Strong people skills and a target-driven mindset
- A well-established network and the ability to source new prospects
- Financial and business acumen
- Discipline to work remotely and manage your time effectively
- Commitment to continuous learning and staying ahead in the industry
- Impeccable work ethics
Please send your CV and LinkedIn profile to
Job Details- Seniority level: Entry level
- Employment type: Full-time
- Job function: Finance and Sales
Take the Next Step in Your Career. Apply Now to join Benchmark Capital Group and become part of a team that empowers success!
Johannesburg, Gauteng, South Africa
Note: Locations listed are for context and may reflect multiple postings over time.
#J-18808-LjbffrFinancial Advisor
Posted today
Job Viewed
Job Description
Overview
Liberty is looking for entrepreneurs, with a sound track record of sales success and experience in networking, identifying potential clients and closing business, to join our dynamic team of Financial Advisors. At Benchmark Capital, we’re more than just a business; we’re your partner in success. With us, you’ll benefit from prospect calling and the support of an experienced and dynamic team. Our purpose as financial planners is very simple. we have to make it our single aim to provide “Financial Security” to our clients. Understanding how to live financially free ourselves first has to be practiced and then delivered at multiple levels. If you are a hard worker, hungry for success and want to make a meaningful impact, join a dynamic forward thinking financial services company.
Key Responsibilities- Prospect and generate leads to secure client appointments
- Conduct professional Financial Needs Analyses and make tailored recommendations
- Achieve sales targets set by Liberty
- Build and maintain client relationships
- Provide professional, needs-based financial advice on investments, insurance, and health
- Stay up to date with FSCA legislative requirements and industry trends
- Matric + National Diploma or Degree
- 2+ years of work experience (sales experience essential)
- Own reliable vehicle (to attend client visits)
- Clear credit and criminal record
- Own laptop and uncapped internet access
- Willing to work on 100% commission
- Strong people skills and a target-driven mindset
- A well-established network and the ability to source new prospects
- Financial and business acumen
- Discipline to work remotely and manage your time effectively
- Commitment to continuous learning and staying ahead in the industry
- Impeccable work ethics
Please send your CV and LinkedIn profile to
Job Details- Seniority level: Entry level
- Employment type: Full-time
- Job function: Finance and Sales
Take the Next Step in Your Career. Apply Now to join Benchmark Capital Group and become part of a team that empowers success!
Johannesburg, Gauteng, South Africa
Note: Locations listed are for context and may reflect multiple postings over time.
#J-18808-Ljbffr