681 Financial Advisor Consultant jobs in South Africa

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.

The Financial 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.

Blue-chip and listed Insurer requires experienced Broker Consultant to market long-term and short-term insurance products as well as investment products and to develop relationships with a panel of brokers.

1. Developing and maintaining broker relationships
2. Review New business pipeline, follow-up and tracking
3. Issuing of quotations
4. Technical training of and ongoing product support to Financial Advisors
5. Dealing with queries and providing information on a range of sales and service issues
6. Liaising with internal departments on processing issues
7. Building relationships with internal departments to ensure superior service is offered to clients
8. Keeping up-to-date with competitor product and service offering and industry developments
9. Participating in proactive sales and marketing initiatives

• Minimum: 3 years Broker Consulting experience with a proven track record
• Insurance qualifications (NQF5 Financial planning or Wealth Management)
• RE exam
• Own transport
• Valid driver's license

Basic + Commission

PLEASE NOTE: Only candidates with suitable qualifications and experience will be contacted.

DK Consulting

Debbie Kotzen

2 days ago Be among the first 25 applicants

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Direct message the job poster from Nexus Independent Financial Professionals

Are you motivated, ambitious and thrive in a challenging environment? Are you dynamic, entrepreneurial and can negotiate at all levels? If you want to determine your own income and have unlimited earning potential, join our world class company.

Successful candidates will receive extensive training including initial and advanced learning programs, a 2 year full mentorship programme and support to create a "Best of Breed" Financial Advisor.

Become an Ambassador to market our wide range of innovative and market leading products. We offer a 100% commission with lucrative rewards and recognition.

Candidate Requirements

DUTIES AND RESPONSIBILITIES:

· Source clients through networking and referral initiatives.

· Build long lasting relationships with clients through excellent ongoing client services

· Give objective professional advice based on client needs and objectives

· Build a long-term professional, profitable business

· Market and sell the Liberty product range

· Achieve monthly targets

· Keeping abreast with industry trends and legislative issues

MINIMUM REQUIREMENTS (NON NEGOTIABLE)

· Mathematics and English for Matric

· Recognized University Degree (Financial Degree would be advantageous)

· South African Citizen

· Drivers License and own Reliable Car

· Own Cellphone and laptop

· Do not have any previous experience as a Financial Advisor

• Interested in becoming the Financial Advisor of your generation? Send your CV to

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales

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Domain: Finance

Type of contract: Regular position

Experience: Minimum 3 years

Understanding of complex regulatory frameworks within the petroleum industry, with ongoing changes over the years

Experience in organizations with low profitability cultures, resulting in poor variance analysis across different business units

As a Financial Planning Analyst, you would be responsible for the following duties and responsibilities:

Budgeting & Forecasting

• Deliver annual long-term plans and budget packages aligned with group instructions, ensuring consistency with management decisions and business expectations.
• Collaborate with management and strategy teams to align financial strategies with overall business objectives; develop scenario analysis capabilities for multi-business stream activities.
• Conduct in-depth variance analysis to explain discrepancies between actual results, budgets, and forecasts; recommend corrective actions as needed.
• Assist in evaluating company performance by analyzing financial and operational data, including ad hoc analyses.
• Ensure the accuracy and reliability of financial forecasts and models; support the development of financial models and data analytics tools.

CAPEX

• Implement Capex controlling practices and policies across TMSA and NBE in accordance with group policies.
• Create and maintain investment structures for affiliates; load budgets on SAP according to approved Formal Commitment of Authority (FCA), managing 10% tolerance adjustments.
• Assist in preparing annual Capex budgets and rolling long-term plans (LTP).
• Produce monthly Capex reporting packs with clear, concise analysis; communicate explanations for variances to the Board, MANCOM, and Head Office.
• Generate Power BI reports to provide insights into project spending, supporting planning and Capex control.

HSEQ

• Manage and minimize HSE risks by ensuring compliance with all HSE policies, rules, guidelines, and legal requirements.
• Promote a safe working environment and contribute positively to HSE KPIs and risk reduction strategies.
• Identify and enforce HSE competency requirements within the area of responsibility.

A Financial Planning Analyst should possess:

• A postgraduate degree in finance, with 5 to 7 years of relevant business experience and in-depth industry knowledge.
• Comprehensive understanding of functional interactions across the entire company.
• Knowledge of TotalEnergies Group reporting rules.
• Excellent personal computer skills, including advanced Excel, database skills, and financial modeling abilities.
• Strong interpersonal skills, ability to work under pressure and meet deadlines, analytical skills, and attention to detail.
• Fluency in English, which is the working language.

TotalEnergies values diversity, promotes individual growth, and offers equal opportunity careers.

TotalEnergies is an equal opportunity employer. All applicants meeting the criteria will be considered without discrimination based on race, gender, age, disability, religion, or other protected characteristics.

Join to apply for the Financial Planning Analyst role at ExecutivePlacements.com - The JOB Portal

3 days ago Be among the first 25 applicants

Join to apply for the Financial Planning Analyst role at ExecutivePlacements.com - The JOB Portal

SUMMARY:

Are you passionate about driving business performance through insightful financial analysis? Join a global leader in the FMCG space and play a key role in shaping strategic decisions that impact millions!

Financial Planning Analyst

Recruiter:

Network Recruitment

Job Ref:

NFU014168/KM

Date posted:

Wednesday, July 2, 2025

Location:

Johannesburg, South Africa

Salary:

84000

SUMMARY:

Are you passionate about driving business performance through insightful financial analysis? Join a global leader in the FMCG space and play a key role in shaping strategic decisions that impact millions!

POSITION INFO:

Job & Company Description:

This multinational organization is looking for a skilled Financial Planning Analyst to join their high-performing finance team. The role will be responsible for supporting financial planning processes, budgeting, forecasting, and providing in-depth analysis to influence business strategies. You will collaborate with cross-functional teams and senior stakeholders to ensure sound financial insights drive commercial success.

This is an exciting opportunity for a finance professional who thrives in a fast-paced environment and is looking to take their career to the next level within a globally recognized brand.

Job Experience & Skills Required:

• Bachelor’s degree in Finance, Accounting, or related field (CIMA/ACCA/CA(SA) advantageous)
• 3+ years of experience in financial planning & analysis, preferably within FMCG or manufacturing
• Strong analytical and Excel modeling skills; experience with SAP or similar ERP systems preferred
• Excellent communication and business partnering skills
  
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance and Sales
• Industries Advertising Services

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We have partnered with a UK-headquartered multinational that is redefining how businesses and individuals create branded products and experiences. They are on the lookout for a sharp, commercially strong FP&A Analyst to join their dynamic finance team. This role is fully remote (SA-based candidates only) but you will be working with teams across the UK, Europe and the US.

As the FP&A Analyst, you will be the storyteller behind the numbers turning data into actionable insights and working directly with marketing, eCommerce, category management and logistics teams. Your work will influence strategic decisions and help shape the business’s future.

Key Responsibilities:

• Business partner with Commercial & Operations teams
• Own and evolve key financial models
• Monthly board reporting & performance analysis
• Present insights to both finance & non-finance audiences

Qualifications and experience required:

• Must be a qualified Accountant (CIMA, ACCA or ACA)
• Strong Excel & financial modelling skills (SQL or Tableau knowledge advantageous)
• A natural communicator. Able to simplify the complex
• Analytical, curious and proactive
• Strong experience in FP&A or business partnering

Curious to know more? Let us connect! Apply today.

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance
• Industries Printing Services and Design Services

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Join to apply for the Financial Planning Assistant role at ExecutivePlacements.com - The JOB Portal

3 days ago Be among the first 25 applicants

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SUMMARY:

Roodepoort- Support a dynamic financial advisory practice with key administrative and operational tasks as a

Financial Planning Assistant

Recruiter:

Fouche & Co Recruitment

Job Ref:

DBN000451/JC

Date posted:

Thursday, June 19, 2025

Location:

Johannesburg, South Africa

Salary:

17000 Monthly

SUMMARY:

Roodepoort- Support a dynamic financial advisory practice with key administrative and operational tasks as a Financial Planning Assistant . Join a committed team focused on exceptional client engagement.

POSITION INFO:

Our client is a nationally recognized name in the financial advisory sector, delivering wealth and risk planning solutions. They offer a structured and well-resourced environment for career-focused professionals.

In this role, you’ll manage administrative workflows, client documentation, and regulatory compliance. You'll also handle communication distribution, CRM updates, and client file maintenance using internal systems.

Key Responsibilities:

• Oversee all client service tasks from onboarding to reviews.
• Capture and verify client data, documents, and applications.
• Maintain client files and records using Xplan.
• Coordinate with financial planning partners and service providers.
• Manage marketing material, events, and internal communication distribution.
• Assist in commission and compliance tracking.
• Provide internal IT and system support coordination.
• Track practice KPIs and assist with office management.
  
  

• High attention to detail.
• Team-oriented with strong communication skills.
• Professional presence and reliability.
• Strong initiative and problem-solving ability.
• Confidential and composed under pressure.
  
  

• 2–3 years in financial services advantageous.
• Tertiary education or applicable courses.
• Proficient in MS Office and Xplan.
• Familiarity with financial regulatory practices (FAIS/FICA).
  
  

• Only shortlisted candidates will be contacted**
  
  
  
  

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales
• Industries Advertising Services

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Reference: NFU011079-PMA-1

Calling all immediately available Financial Planning Analysts with experience in the Healthcare sector! An exciting opportunity awaits you to join my client's team on a 12-month fixed-term contract. Apply now and take the next step in your career journey.

My client, located in Johannesburg, is in search of a Financial Planning Analyst to join their team. Reporting directly to the Chief Financial Officer, this senior managerial role requires strong people management skills. As the FP&A, you'll oversee monthly account management, financial control, strategy development, risk management, and ensure compliance and governance standards. If you're ready to take on this dynamic role, apply today and seize the opportunity to contribute to a forward-thinking multinational organization.

1. CA(SA)
2. 5 Years Minimum experience in a similar role
3. System implementation experience is imperative
4. Experience working with large volumes of data
5. Advanced Excel Skills

If you are interested in this opportunity, please apply directly.

R 12000 - R 14000 - Annually