971 Financial Advisors jobs in South Africa
Financial Advisors
Posted today
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The ideal candidate must be able to sell and deliver personalized solutions to help clients work toward their financial goals and what their current and future needs are. They should be comfortable communicating with people as well as listen to what their client's needs are, see the available opportunities where clients lack cover, be professional, be able to draft competitive and non-competitive plans, have the ability to solve problems, be driven and deliver exceptional service to clients. They must also be presentable and look professional.
Duties & Responsibilities- Provide financial planning support and solutions to clients and their needs
- Support investment professionals to cultivate client relationships and delivery service according to client’s needs
- Prepare financial plans and check their accuracy
- Problem solving
- No industry expierence needed
- Training will be provided
- Excellent interpersonal skills
- Fluent in Afrikaans and English
- Have matric
- Need to have a driver's license and reliable transport
- Must be self-disciplined
- Driven These jobs were popular with other job seekers #J-18808-Ljbffr
Financial Advisors
Posted 22 days ago
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POSITION INFO:
Join Our Team as a Financial Advisor – No Salary Caps, Unmatched Earnings Potential!
Recruiter:
The Talent Room
Job Ref:
Date posted:
Wednesday, May 14, 2025
Location:
Johannesburg, South Africa
SUMMARY:
POSITION INFO:
Join Our Team as a Financial Advisor – No Salary Caps, Unmatched Earnings Potential!
Are you ready to take your financial career to the next level? We're looking for driven Financial Advisors who want to build their own independent practice with unparalleled support and resources!
What Do We Offer:
No Salary Caps – Enjoy unlimited earning potential!
Up to 90% Share Rates – Maximize your income
Path to Independence – We guide you in becoming an independent broker with broker codes for all major financial houses
Vetted Leads Provided – Access pre-qualified leads to grow your client base
Facilities Across South Africa – Professional office spaces available nationwide
Comprehensive Training and Mentorship – Continuous support to ensure your success
Minimum Requirements:
- Grade 12
- RE5 Qualification
- NQF Qualification up to date or registered to complete
- 1+ years Financial Advisor experience
- Completed Class of Business
- Build and maintain strong relationships with clients
- Offer expert financial advice and personalized solutions
- Stay informed on financial trends, products, and regulations
- Manage and expand your client portfolio
Apply today and step into a career with unlimited potential!
Seniority level
- Seniority level Entry level
- Employment type Full-time
- Job function Finance and Sales
- Industries Advertising Services
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#J-18808-LjbffrLiberty is Recruiting Financial Advisors
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Senior Administrator Sales (Independent Financial Advisors)
Posted 9 days ago
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Join our team as a Senior Administrator Sales with a focus on Developing and Independent Financial Advisors. This mid-career role requires 4-6 years of experience in the Financial Industry. Apply now!
Job Title: Senior Administrator Sales (Independent Financial Advisors)
Report to: Manager
Seniority Level: Mid Career (4 - 6 yrs exp)
Region: Western Cape
Location: CPT - Northern Suburbs
Type: Permanent
Duties and Responsibilities:
- Maintaining accurate databases and tracking data.
- Collating of weekly and monthly Sales Reports received from District Offices.
- Transmitting reminders regarding deadlines and following up daily on outstanding documents
- Providing administrative support to the sales team, including scheduling, coordination communication and minutes of weekly sales meetings.
- Assisting with queries from District Branch Managers.
Qualification & Experience:
- Grade 12 or similar qualification essential.
- Administration qualification is preferred and/or relevant experience.
- Excellent written and verbal communication in English is required.
- Additional Language(s) will be advantageous.
- At least 3-5 years' experience in the Financial Industry, Long Term/Funeral insurance.
- Strong administration and presentation skills.
- Experience with MS Office, intermediate Excel, Word, and Outlook are required.
Analyst X 2 - Financial Advisors And Intermediaries
Posted 27 days ago
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Purpose of the Job:
To assist the department in ensuring that the approved authorised Financial Services Providers (FSPs) and their Compliance Officers complies with the Financial Advisory and Intermediary Services (FAIS) legislation. The person appointed to this position will report to the Manager.
Key Performance Areas:
•Monitor compliance with legislation to ensure sound and efficient Financial Services Providers and theprotection of consumers;
•Analyse annual financial statements of Financial Services Providers to ensure that proper reporting standardsand procedures have been followed;
•Analyse compliance reports of Financial Services Providers;
•Identify and report trends in the financial services sector with possible impact on the FSCA’s regulatoryobjectives;
•Identify financial risks based on analysis of financial statements and any other financial information;
•Perform on site visits in terms of risk based supervision approach;
•Liaison with Financial Services Providers; and
•Perform administrative or other activities relating to the regulation framework.
Other Key Competencies:
The candidate must demonstrate the following skills and attributes: A high level of judgement and a confident and decisive approach; problem analysis; attention to detail; information gathering; communication skills; good interpersonal skills and emotional intelligence; customer relations and persuasiveness skills.
FSCA is committed towards increasing the representation of marginalised groups in line with its Employment Equity Plan. Persons with disabilities are encouraged to apply.
Please note that correspondence and communication will only be conducted with short listed candidates and that the FSCA reserves the right not to appoint if a suitable candidate is not identified.
An LLB or B Com or B Tech with Accounting as major with at least 2 to 3 years relevant experience of financial services industry or compliance management. The candidate must have a good knowledge and exposure to the financial sector, a good understanding of the FAIS Act of 2002. Good knowledge and/or experience of the FAIS regulatory framework and understanding of the insurance or banking industry is essential.
Financial Advisors – Shape Your Future, Empower Others Opportunities in Cape Town (full training p
Posted today
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Financial Services Recruiter
Posted today
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LevelUP HCS City of Cape Town, Western Cape, South Africa. We are seeking a highly motivated and results-oriented Financial Services Recruiter to join our growing team. In this role, you will play a critical role in identifying, attracting, and recruiting top finance talent to service our clients based in North America.
Responsibilities- Partner with hiring managers to understand specific needs and develop targeted recruitment strategies for open engineering positions.
- Utilize a variety of sourcing techniques to identify qualified candidates, including online job boards, professional networks, social media platforms, and industry events.
- Screen resumes and conduct phone interviews to assess candidate skills, experience, and cultural fit.
- Manage the interview process, scheduling interviews with hiring managers and coordinating logistics.
- Negotiate offers and compensation packages to attract top talent.
- Build and maintain a strong talent pipeline for future engineering needs.
- Stay up-to-date on the latest engineering trends and technologies.
- Maintain strong relationships with hiring managers and keep them informed throughout the recruitment process.
- Knowledge and extensive past use of a server-based applicant tracking system.
- Excellent prioritization, writing, and oral communication skills are required.
- Ability to develop business cases and service requirements, while creating and managing strategic alliances.
- Ability to handle sensitive and confidential information appropriately.
- Strong work ethic, communication, and client orientation skills.
- Must have the ability to quickly learn systems, processes, and procedures.
- Must be able to quickly assimilate technical information and build solutions to the optimal balance of meeting business needs, beating competitors, and operating within financial resource constraints.
- Ability to effectively work in a fast-paced, detail-oriented, and deadline-focused environment.
- Advanced knowledge using Microsoft Excel, Word, and PowerPoint.
- Must be Internet and Social Media savvy, specifically with websites such as LinkedIn, Facebook, and Twitter.
- Experience managing the full recruitment lifecycle, either as an Agency Recruiter or Onsite.
- Prior experience recruiting within investment banking or financial services is essential.
- Associate
- Full-time
- Human Resources and Finance
- Financial Services and Human Resources Services
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Administrator (Financial Services)
Posted 7 days ago
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Overview:
The purpose of this position is to tend to the administration of the financial planning services the business provides.
Minimum Requirements:
- Senior Certificate - High School Matric (Grade 12)
- Valid SA Driver’s License
- Own Reliable Vehicle (essential)
- Proficient in Microsoft Word and Office and other related software
- Excellent telephone etiquette
- Previous experience in the Financial Services industry (advantageous)
- RE5 certificate (advantageous)
Responsibilities:
- Responsible for the implementation of financial plans which will involve managing the transfer of investment capital, setting up new financial products, submitting claims and withdrawals etc.,
- Responsible for drafting and submitting investment and life assurance application forms,
- Assist clients with the signing of forms,
- Responsible for the upkeep of client financial product portfolio summaries – drafting, updating, and presenting at regular reviews,
- Timeously tend to all client queries
- Making and answering phone calls.
- Be courteous with all clients and develop a good relationship with clients.
- Photocopying, printing & binding of documents, when required,
- Filing & scanning, when required,
- Send quarterly reports, when required,
- Send clients’ tax certificates, when required.
Competencies:
- Must show good initiative and be willing to do necessary research for better understanding where necessary
- Must be able to demonstrate good time management and be able to work under pressure, and show good organisation skills
- Must be able to demonstrate good time management and be able to work under pressure, and show good organisation skills
- Become knowledgeable about the financial assets and products that our clients utilise
Accountant (Financial Services)
Posted 22 days ago
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Join to apply for the Accountant (Financial Services) role at ExecutivePlacements.com - The JOB Portal
3 days ago Be among the first 25 applicants
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SUMMARY:
A reputable and growing business is looking for a detail-oriented and proactive
Accountant (Financial Services)
Recruiter:
Network Recruitment
Job Ref:
NFR /Angie
Date posted:
Friday, June 27, 2025
Location:
Johannesburg, South Africa
SUMMARY:
A reputable and growing business is looking for a detail-oriented and proactive Accountant , with strong tax experience, to join their finance team. The ideal candidate will be responsible for the full accounting function, tax compliance, and supporting the business with accurate financial reporting and analysis. This role is ideal for someone with a solid foundation in accounting, paired with a deep understanding of tax legislation and requirements, who is eager to grow in a fast-paced and professional environment.
POSITION INFO:
Key Responsibilities:
- Prepare monthly management accounts and financial statements
- Handle VAT, PAYE, and other statutory submissions
- Prepare and submit corporate income tax returns (ITR14)
- Assist with tax planning and ensure compliance with current tax legislation
- Maintain accurate general ledger accounts and perform reconciliations
- Prepare audit packs and liaise with external Auditors during audits
- Support budgeting, forecasting, and cash flow reporting
- Assist with SARS correspondence and tax queries
- Ensure that all financial and tax records are maintained in compliance with the relevant regulations
- Provide support on ad hoc finance and tax projects as needed
- BCom Accounting or similar qualification (SAIPA/SAICA articles advantageous)
- Minimum 3–5 years accounting experience with a strong focus on tax
- Solid knowledge of South African tax laws and regulations
- Experience preparing and submitting SARS tax returns
- Proficient in accounting software (e.g., Xero, Sage, CaseWare, or similar)
- Strong Excel skills and high attention to detail
- Deadline-driven, with good problem-solving skills and initiative
- Experience with trusts or group structures
- Working knowledge of eFiling and related SARS platforms
- Exposure to IFRS or IFRS for SMEs
If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions.
We also invite you to contact us to discuss your next career move in finance!
For more information, contact:
Angelique Jardim
Specialist Recruitment Consultant
Seniority level
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Accounting/Auditing and Finance
- Industries Advertising Services
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#J-18808-LjbffrFinancial Services Consultant
Posted 2 days ago
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Location: Hermanus, Overberg, Western Cape
Salary: TBC
What Youll Do:
- Manage warm leads and qualify client needs across services like policy encashments, tax emigration, forex, and more.
- Conduct virtual consultations and deliver tailored or scripted guidance (depending on role).
- Drive the full sales cycle, from initial contact to closing, with compliance front of mind.
- Collaborate closely with internal teams to ensure seamless service delivery.
- Maintain accurate client records via CRM tools (Salesforce or similar).
- Tertiary qualification in Finance, Commerce, Sales or related field
- Strong knowledge of South African tax law, exchange control regulations, and expat financial needs.
- RE5 / RE1 certification
- 2+ years experience in financial services, sales, or expat support preferred.
- Empathy, professionalism, active listening, and a consultative sales mindset.
- Comfortable with video calls, spreadsheets, and guiding clients through compliance steps.