971 Financial Advisors jobs in South Africa

Financial Advisors

Gauteng, Gauteng SureX

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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
Desired Experience & Qualification
  • 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
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Financial Advisors

Johannesburg, Gauteng ExecutivePlacements.com - The JOB Portal

Posted 22 days ago

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

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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

Key Responsibilities:

  • 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

Ready to take control of your future and become an independent financial advisor?

Apply today and step into a career with unlimited potential!



Seniority level
  • Seniority level Entry level
Employment type
  • Employment type Full-time
Job function
  • Job function Finance and Sales
  • Industries Advertising Services

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Liberty is Recruiting Financial Advisors

Gauteng, Gauteng Liberty Standard Bank Group

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Financial Sales Adviser for Liberty Life Financial Adviser A unique opportunity exists for performance driven individuals. If you are entrepreneurial, self-motivated and people orientated, with a strong network, this role will be ideal for you. Drive your own income and get rewarded for your contribution! We offer a defined career path, the best training in the industry, mentorship and on-going support to build your own business practice as a Financial Adviser Main Purpose of the job: To sell Liberty products in a professional manner, enabling Liberty's Agency and Entrepreneurs Distribution channel in achieving it's strategic vision & therefore meeting targets profitably. Job objectives: To prospect for clients and obtain leads to secure appointments To conduct a professional Financial Needs Analysis and make needs based recommendation sand secure a sale. To achieve sales targets as set out by Liberty To build relationships with clients so that the consultants wins confidence , credibility and trust. Elicit information to maximize the effectiveness of a clients portfolio. To give objectives and professional financial advice on clients needs as pertaining to invest, insurance and health. To portray the appropriate propriety in their target market. To meet all legislative requirements To remain accredited and up to date with relevant market and industry related subjects. Requirements: Matric National Diploma or Degree 3 - 5 years working experience - sales experience a plus! Own reliable vehicle in order to attend to client visits Clear Credit and Criminal record Must be people orientated and target - driven Must be socially well connected, with an established network of potential clients and have the ability to source new prospects Strong financial and business acumen Impeccable work ethics Effective time management skills To remain adequately equipped and knowledgeable regarding the latest technology. To build a long-term professional, profitable practic
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Senior Administrator Sales (Independent Financial Advisors)

Cape Town, Western Cape Bridgena Barnard & Associates

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.

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Analyst X 2 - Financial Advisors And Intermediaries

Financial Sector Conduct Authority

Posted 27 days ago

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Job Description

permanent

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. 

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Financial Advisors – Shape Your Future, Empower Others Opportunities in Cape Town (full training p

Cape Town, Western Cape EQ-FIN

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permanent
Join EQ-FIN as a Financial Advisor Shape Your Future, Empower Others Opportunities in Cape Town, Western Cape (full training provided) Company Description EQ-FIN is an outsourced assurance management company representing Liberty Group Ltd and STANLIB in the South African financial services industry. The company distributes a range of products including insurance, retirement planning solutions, savings products, and corporate benefits. We aim to be the first choice for clients and financial advisers in South Africa and aspire to become the largest, tied independent insurance distribution company in the world. EQ-FIN is committed to job creation as a means to promote a healthier South Africa, as well as ongoing Corporate Social Responsibility work. Role Description This is a full-time hybrid role for Financial Advisors based in Cape Town; with some work from home options available. The Financial Advisor will be responsible for providing comprehensive financial planning services, advising clients on investments, retirement planning, and other financial products. The role includes day-to-day tasks such as conducting financial assessments, developing tailored financial plans, and maintaining ongoing client relationships to help clients meet their financial goals. Qualifications Financial Planning and Financial Advisory skills (will be trained on) Minimum 2 years work experience essential Knowledge of Finance, Investments and Retirement Planning Strong analytical and problem-solving skills Excellent communication and interpersonal skills Ability to build and maintain strong relationships with clients Relevant industry qualifications such as CFP or FAIS an advantage A Bachelors degree in Finance, Business Administration, or related field an advantage Own car and a valid drivers license essential Must have a clear credit record and criminal record Must be a South African Citizen or South African Permanent Resident with a South African ID number You will be provided with formal, ongoing in-house training through our best of the breed Academy, Liberty or other registered Educational Institutions. You will also complete the prescribed Regulatory exams and obtain accreditation with the Financial Services Regulatory authority with our assistance. It also requires continuous professional development enabling you to earn CPD points throughout the learning journey. If you think you fit the bill and have ambition to join a respected, reputable financial services business apply now and contact me on or 27 (0) XXX-XXX for a confidential career discussion.
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Financial Services Recruiter

LevelUP HCS

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Job Description

Overview

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 & Skills
  • 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.
Education & Work Experience
  • Experience managing the full recruitment lifecycle, either as an Agency Recruiter or Onsite.
  • Prior experience recruiting within investment banking or financial services is essential.
Seniority level
  • Associate
Employment type
  • Full-time
Job function
  • Human Resources and Finance
Industries
  • Financial Services and Human Resources Services
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Administrator (Financial Services)

East London, Eastern Cape Abantu Staffing Solutions

Posted 7 days ago

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Job Description

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
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Accountant (Financial Services)

Johannesburg, Gauteng ExecutivePlacements.com - The JOB Portal

Posted 22 days ago

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Join to apply for the Accountant (Financial Services) role at ExecutivePlacements.com - The JOB Portal

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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

Requirements:

  • 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

Bonus Points For:

  • Experience with trusts or group structures
  • Working knowledge of eFiling and related SARS platforms
  • Exposure to IFRS or IFRS for SMEs

If you are interested in this opportunity, please apply directly. For more finance jobs, please visit

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
  • Employment type Full-time
Job function
  • Job function Accounting/Auditing and Finance
  • Industries Advertising Services

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Financial Services Consultant

Hermanus, Western Cape AF Consulting

Posted 2 days ago

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Job Description

Role: Expat Financial Services Consultant
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).
What You Bring:
  • 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.
Whether you're ready to advise or support as an intermediary, this is a chance to make a real impact in the lives of expats while growing your career in a values-driven environment.

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