640 Financial Advisor jobs in South Africa

• 
  
• Expertise in Financial Planning, Retirement Planning, and Financial Advisory
• Strong knowledge of Finance and Investments
• Excellent written and verbal communication skills
• Ability to work independently and manage multiple client accounts
• Professional certification in finance or related field is a plus
• Bachelor's degree in Finance, Economics, or related field

Join Our Team : Experienced Financial Planners Wanted

We are expanding and seeking experienced Financial Planners to join our dynamic team.

If you're a motivated and results-driven professional looking for a new challenge, we'd love to hear from you.

PLEASE NOTE THAT THIS IS A COMMISSION BASED JOB ONLY

Lucrative Commission Structure : Our best-in-class commission structure rewards your hard work and dedication.

Vesting Bonus : Earn a bonus over the first 24 months, providing a significant boost to your income.

Full Admin Support : Our dedicated team handles administrative tasks, freeing you to focus on high-value activities.

Training Allowance : Receive a training allowance for the first 2 months to ensure a smooth transition.

Interest-Free Tech Loan : Get the latest technology to enhance your productivity and client engagement.

Sanlam Academy : Access our renowned academy for ongoing training and development.

Bursaries for Industry-Relevant Courses : Enhance your skills and knowledge with our financial support.

Personal Development and Business Opportunities : Develop your entrepreneurial spirit and build a successful career.

Annual Production Bonus : Earn incentives based on your performance.

Comprehensive Benefits : Enjoy medical aid, pension, Group Life cover, and more.

Rewards and Recognition Programs : Be acknowledged and celebrated for your achievements.

Petrol Allowance : Receive a petrol allowance to help you stay on the move when you meet your targets.

Cell phone Allowance : Enjoy a cell phone allowance to support your business communications when you achieve your goals.

At Sanlam, your responsibilities will include :

1. Building and Managing a Client Base : Establish and maintain relationships with clients.
2. Professional Advice : Provide expert financial advice to clients.
3. Profitable Practice Building : Develop and maintain a profitable practice.

1. Minimum 1 Year Experience : A minimum of 1 year of experience as a Financial Planner.
2. Educational Background : Matric or equivalent.
3. Educational Credits : Ideally, credits on NQF Level 5 or a recognized qualification.
4. Driver's License and Own Vehicle : A valid driver's license and access to your own vehicle.

Seniority level: Mid-Senior level

Employment type: Full-time

Job function: Finance and Sales

2 days ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

· Grow your financial planning business within one of Africa's leading institutions.

· Apply to be one of our next Standard Bank Financial Planners today.

· To provide holistic financial planning solutions to a solid customer base.

· To tailor make these solutions in order to solve for clients’ individual financial needs.

• Financial and Estate Planning Advice and Financial Solutions
• Relationships with Internal Network
• Relationships with New and Existing Clients
• Provide a Service to Customers
• People Management

• Qualification aligned with the Financial Sector Conduct Authority requirements FAIS Fit and proper requirements
• RE 5
• Valid Code 8 driver license
• At least 2 years current experience as active financial planner

• Entry level

• Full-time

• Finance and Sales

Referrals increase your chances of interviewing at SBFC by 2x

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Direct message the job poster from Standard Bank South Africa

Company Description

At Standard Bank Financial Consultancy, we strive to create an environment that brings out the best in our people to passionately serve our clients, deliver operational excellence and contribute to achieving sustainable growth. We are committed to driving growth .Our dedication ensures we provide exceptional services and innovative financial solutions to our clients.

Role Description

This is a contract role for a Executive Financial Advisor. The Financial Advisor will be responsible for providing clients with expert financial advice and personalized financial plans. Key tasks include financial planning, retirement planning, and investment advisory services. This hybrid role is located in Cape Town but allows for some work from home flexibility.

Qualifications

• Expertise in Financial Planning and Retirement Planning
• Experience minimum 2 years as a Financial Planner
• Strong Financial Advisory skills
• Excellent communication and interpersonal skills
• Ability to work independently and in a hybrid work environment
• Bachelor's degree or Diploma in Finance, Economics, or a related field ( minimum 120 credits )
• Relevant certifications (RE5 , COB) is compulsory

• Seniority level Entry level

• Employment type Contract

• Job function Finance and Sales

Referrals increase your chances of interviewing at Standard Bank South Africa by 2x

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Financial Advisors – It is Time to Own Your Clients and Take Full Ownership of Your Book

Are you looking for a model that puts you first? This opportunity removes the middleman and gives you complete control of your client relationships and your future.

Key highlights:

- You own your book – always.

- No desk fees – only a shared platform subscription.

- Clients remain yours, even if you choose to leave.

- Your name, your brand – no corporate email.

- Among the highest commission splits in the independent space

This opportunity is backed by respected industry leaders and offers access to exclusive products, passive income streams, and real-time commission tracking.

This is a commission only role!

If you're ready to take control of your career, get in touch. Send a direct message or email your CV to

• Please feel free to share this with anyone in your network who may benefit.

• Financial Planning and Retirement Planning skills
• Finance and Investments knowledge
• Proficiency in Financial Advisory services
• Strong interpersonal and communication skills
• Ability to work independently and as part of a team
• Bachelor's degree in Finance, Economics, Business, or a related field
• Relevant certifications such as CFP or similar are a plus

We are looking for experienced and non-experienced financial advisors. High earning commission potential and growth opportunity.

Responsibilities

• Provide financial planning support to clients
• Selling of financial-related products.

Qualifications and requirements

• Bachelor's degree in Finance or related field - advantage
• Strong understanding of the investment business
• Excellent interpersonal skills
• Own vehicle and laptop
• Clear credit and criminal record

Must be available to start immediately.

1 week ago Be among the first 25 applicants

Direct message the job poster from Metaf.in BlueStar

Join Our Team as a Financial Advisor!

DIRECT APPLICATIONS WILL BE IGNORED (Apply Here )!

Are you a driven and passionate financial advisor looking to thrive in a dynamic, tech-powered environment that values your expertise and ambitions? Look no further—Metafin is hiring!

Why Metafin?

1. Unlimited Earning Potential: Competitive commissions, performance-based bonuses, a training allowance, and full company benefits—your hard work earns real rewards!
2. Tech-Driven Efficiency: Our AI and automation tools, including our custom-built advisor app , streamline workflows, simplify compliance, and provide real-time business tracking—giving you more time to focus on clients.
3. Client-Centered Approach: We prioritize transparency, integrity, and client-first financial solutions, empowering you to make a lasting impact.
4. Career Growth & Support: With cutting-edge digital solutions, extensive training, and a dedicated support team, we set you up for long-term success.

Role Highlights

1. Build lasting client relationships based on trust and integrity.
2. Provide personalized financial solutions aligned with clients’ goals.
3. Leverage AI-driven tools for business tracking, performance insights, and automation to enhance productivity.

Requirements

1. Matric + RE5 certification (120 credits preferred)
2. 2+ years of financial advice experience
3. Based in Cape Town (Atlantic Seaboard)
4. Clear credit and criminal records
5. Minimum earnings of R15k to qualify
6. Earn while you learn with a training allowance
7. Medical, retirement, and group life benefits
8. Onshore and offshore conventions
9. Up to 100% commission based on your offer and past performance
10. Administrative and AI-powered digital support for seamless business operations

Ready to Apply?

Apply directly: Application Link .

or

Email us at with the subject: Financial Advisor Job Application

• Entry level

• Full-time

• Finance and Sales

Get notified about new Financial Advisor jobs in Cape Town, Western Cape, South Africa .

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