163 Financial Advisor jobs in Johannesburg

Introduction

A leading Financial Services company based in Johannesburg, is currently seeking a motivated, entrepreneurial and client-focused Financial Advisor to join their team.

• Provide financial planning and advice to individual and corporate clients.
• Build and manage a sustainable book of business.
• Conduct client reviews, needs analysis, and provide tailored wealth solutions.
• Adhere to the company’s compliance and professional standards.
• Continuously stay up to date with industry regulations, trends, and company platforms.
• Participate in branch activities, training, and client events.

• RE5 qualification (Compulsory)
• CFP designation (Certified Financial Planner) – Advantageous
• Proven track record in financial advice or wealth management
• Strong understanding of investment products, estate planning, risk cover, and retirement solutions
• Ability to build and maintain a client base
• Excellent communication, networking, and interpersonal skills
• Compliance and regulatory awareness in financial services
• Self-driven with an entrepreneurial mindset

The company offers two flexible and rewarding engagement models tailored to your growth preferences and financial goals :

• Revenue split : 50% Advisor / 30% Head Office / 20% Branch
• Full use of company’s infrastructure including :
• Office space & meeting facilities
• Administrative and compliance support
• Access to company platforms, investment tools, marketing / events
• Equity participation in company – become a stakeholder in the business
• Full ownership of your income stream and client book

• Receive financing and a basic monthly income from Head Office
• Pre-allocated client book from Directors and Head Office
• Option to buy back your client book after a defined period
• Ideal for advisors needing support in the early stages of practice growth

Interested?

Please mail your CV to hr1 (at) peopledimension (dot) co (dot) za

Shortlisted applicants will be contacted within 2 weeks. If you do not hear from us by then your application for this position was unsuccessful, but you have been added to our database for future vacancies.

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.

End Date: December 31, 2025 (30+ days left to apply)

Our Work Experience is the combination of everything that’s unique about our culture, our core values, our company meetings, our commitment to success, our recognition programs, but most importantly, it’s our people. Our employees are self-disciplined, hardworking, curious, trustworthy, humble and truthful. They make choices according to what is best for the team, they live for opportunities to collaborate and make a difference, and they make us the #1 Top Workplace in our area.

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

Futureworld works with large organizations to build game-changing new businesses. We are currently recruiting for Financial Advisors qualified in short and/or long term products to work at a soon to launch insurtech business that we are building in partnership with a leading media company. Note that this role will be employed directly by this new business, not Futureworld.

We are building a digital insurance brokerage that provides South Africans with the personalized advice you need, without the spam – it's not just about the lowest price! We combine technology with human advisors to offer upper-middle and affluent South African consumers transparent and personalized processes that help them understand, compare, purchase, and manage financial products.

Backed by one of SA's largest media companies, this is a well-funded early-stage venture, with a serious competitive advantage and potential for scale. Launching in the second half of 2025, this is an exciting opportunity to form part of the team building a disruptive new business.

ABOUT THE ROLE
Our business is advice. Our team of Financial Advisors serve as trusted partners to our clients – we provide personalized insurance advice and always have our client’s best interest in mind. The successful candidate should have a strong track record as a financial advisor, excellent communication skills, and the ability to thrive in a fast-paced digital environment.

We will provide our advisors with a strong marketing capability and pool of leads, the tools they need to convert leads through a seamless sales experience, access to a portfolio of products from leading insurers, recommendations and tools to help advisors provide personalized advice, and a platform to manage business and relationships, digitally.

WHAT YOU’LL BE DOING

• Provide stellar advice to clients, build and maintain strong client relationships, and manage a book of business.

• Generate and convert leads through your own network and allocated leads to grow your book of business.

• Upsell and cross sell products through various verticles by offering wholistic financial advice

• Build and maintain strong client relationships – our promise is that we’ll handle the hard stuff for you. This means the highest level of attention and care for client experience is critical.

• Collaborating with our digital team to enhance our online services and tools.

• Build relationships with financial services partners, to ensure that advisors are up to date on the latest tools and training for our portfolio of products.

• Ensure compliance with regulatory requirements and industry standards.

• Provide input to financial education content and tools.

WHAT WE ARE LOOKING FOR

• Relevant qualification and 2+ years of experience as a financial advisor, including long-term insurance and investments and/or short-term insurance products.

• Completed FAIS recognised qualification with 120 credits.

• Highly motivated and target-oriented, with a passion for achieving and exceeding sales goals.

• Relevant regulatory (RE) examinations completed.

• Completed Class of Business for relevant categories.

• FAIS “fit and proper” based on DOFA date

• Completed the recognized FSCA supervision period and signed off by KI.

• Committed to maintaining the highest standards of professionalism, ethics, and compliance.

• Professional individual with excellent written and verbal communication skills.

• Experience is relationship building and ability to negotiate and influence.

• Strong teamplayer.

• Good understanding and experience in the financial services industry.

• Entrepreneurial mindset and experience in client service and business development would be an advantage.

WHAT YOU CAN EXPECT

• Competitive base salary, commission, and benefits.

• This role is based in Gauteng, with flexible working arrangements.

• A supportive and inclusive work environment.

• Opportunity to be a part of a startup from the ground up and make a significant impact on its success.

Overview

Join TIH Advisory as a Financial Advisor and help individuals and businesses achieve their financial goals through comprehensive insurance solutions. TIH is home to South Africa’s leading financial service providers, and the role offers opportunities to grow your career within an organisation with purpose.

• 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 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) but not 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.

• Entry level

• Full-time

• Finance and Sales

• Insurance

To submit your application, please apply here

Purpose: To provide rewarding experiences and appropriate planning solutions at all touch points to new, internal and external clients

And a rewarding service experience and appropriate risk solutions.

Location: Johannesburg

Employment Type: Permanent

• 3 - 7 years
• Previous experience within the Financial Services Industry and/or sales environment will be an added advantage.

• 7 years of 10 in the short term commercial account sales and servicing experience in brokerage; corporate experience is an advantage;
• 3 years in a management or supervisory capacity (Proven Track record)

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

• Matric;
• Level 4 FETC Short Term Insurance Qualification;
• Post matric qualification is an advantage (BComm Risk/Accounting, BBA)

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

• 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)

Become cybersafe and learn how to keep your Indwe account safe. Learn more here.

(A) 61 Central Street, Houghton Estate, 2198

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• 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

Introduction

A leading Financial Services company based in Johannesburg, is currently seeking a motivated, entrepreneurial and client-focused Financial Advisor to join their team.

Duties & Responsibilities

• Provide financial planning and advice to individual and corporate clients.
• Build and manage a sustainable book of business.
• Conduct client reviews, needs analysis, and provide tailored wealth solutions.
• Adhere to the company’s compliance and professional standards.
• Continuously stay up to date with industry regulations, trends, and company platforms.
• Participate in branch activities, training, and client events.

Desired Experience & Qualification

• RE5 qualification (Compulsory)
• CFP® designation (Certified Financial Planner) – Advantageous
• Proven track record in financial advice or wealth management
• Strong understanding of investment products, estate planning, risk cover, and retirement solutions
• Ability to build and maintain a client base
• Excellent communication, networking, and interpersonal skills
• Compliance and regulatory awareness in financial services
• Self-driven with an entrepreneurial mindset

Package & Remuneration

WORKING MODEL OPTIONS

The company offers two flexible and rewarding engagement models tailored to your growth preferences and financial goals:

Option 1: Income Ownership Model (50/30/20 Split)

• Revenue split: 50% Advisor / 30% Head Office / 20% Branch
• Full use of company’s infrastructure including:
• Office space & meeting facilities
• Administrative and compliance support
• Access to company platforms, investment tools, marketing/events
• Equity participation in company – become a stakeholder in the business
• Full ownership of your income stream and client book

Option 2: Financed Growth Model (Basic Salary + Client Book)

• Receive financing and a basic monthly income from Head Office
• Pre-allocated client book from Directors and Head Office
• Option to buy back your client book after a defined period
• Ideal for advisors needing support in the early stages of practice growth

Interested?

Please mail your CV to hr1 (at) peopledimension (dot) co (dot) za
Shortlisted applicants will be contacted within 2 weeks, if you do not hear from us by then your application for this position was unsuccessful, but you have been added to our database for future vacancies.