1304 Financial Professionals 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.

Direct message the job poster from Envestpro. This position would ideally suit sales oriented candidates wanting to build their own financial planning practice, by offering quality holistic advice to individuals and corporates.

The career offers excellent opportunities for advancement and growth and is suitable for a driven, entrepreneurial individual who is well networked.

You are required to have your own vehicle and driver’s license in order to meet with clients outside the office, as well as a clear credit and criminal record in terms of regulated fit and proper requirements.

The role is commission based (initially, this changes over time) and includes training, mentorship and benefits and professional accreditation. We have a good value proposition in which you have a great earning potential and additional perks (including further study opportunities).

This role is for Gauteng based applicants only.

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Finance and Sales
• Location: Gauteng, South Africa

• Build your own financial planning practice by offering quality holistic advice to individuals and corporates.
• Meet with clients outside the office (requires own vehicle and driver’s license).
• Work within a commission-based compensation structure (initially, with changes over time).
• Participate in training, mentorship and pursue professional accreditation; leverage opportunities for further study and career growth.

• Own vehicle and driver’s license for client meetings outside the office.
• Clear credit and criminal record (regulated fit and proper requirements).
• Entrepreneurial mindset with strong networking abilities.
• Willingness to work in Gauteng and be based there.
• Comfort with a commission-based role and dedication to professional development.

Liberty is looking for entrepreneurs with a track record of sales success and experience in networking, identifying potential clients and closing business to join our dynamic team of Financial Advisors.

At Benchmark Capital, we’re partnered for success. You’ll benefit from prospect calling support, an experienced team, and a focus on providing financial security to clients.

Location: Johannesburg, Gauteng, South Africa

• Prospect and generate leads to secure client appointments


• Conduct professional Financial Needs Analyses and make tailored recommendations


• Achieve sales targets set by Liberty


• Build and maintain client relationships


• Provide professional, needs-based financial advice on investments, insurance, and health


• Stay up to date with FSCA legislative requirements and industry trends

• Matric + National Diploma or Degree


• 2+ years of work experience (sales experience essential)


• Own reliable vehicle (to attend client visits)


• Clear credit and criminal record


• Own laptop and uncapped internet access


• Willing to work on 100% commission


• Strong people skills and a target-driven mindset


• A well-established network and the ability to source new prospects


• Financial and business acumen


• Discipline to work remotely and manage your time effectively


• Commitment to continuous learning and staying ahead in the industry


• Impeccable work ethics

• Seniority level: Entry level


• Employment type: Full-time


• Job function: Finance and Sales

Application: Please send your CV and LinkedIn profile to

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

Subscribe to our newsletter to receive quarterly risk and insurance advice.

Talent Acquisition Specialist at Momentum Group

We are looking for new and established financial advisors to join our business in Sandton and KZN.

At Momentum the role of the financial adviser goes beyond offering advice. Its about forming a meaningful partnership with clients to guide them towards achieving their financial goals. As a financial adviser, your role is to help clients create strategies for managing their finances, aligning their decisions with their unique needs and aspirations.

• Meeting individually with clients to determine their financial objectives on their financial journey
• Network and canvas for potential clients
• Prepare financial plans and provide holistic financial advise to clients

• South African ID
• Grade 12
• Valid drivers license and own reliable vehicle

Even if you do not have industry experience, our comprehensive training programme and on-going mentoring, will provide you with the knowledge and skills to be successful.

If you are an established advisor looking for a change, lets discuss our exciting and lucrative value proposition.

• Not Applicable

• Full-time

• Sales, Finance, and Strategy/Planning

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.

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.

Join to apply for the Financial Advisor role at Telesure Investment Holdings (TIH)

Join to apply for the Financial Advisor role at Telesure Investment Holdings (TIH)

Join TIH, home to some of South Africa’s leading financial service providers, and grow your career while being part of an organisation with purpose.

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

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 your 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) preferred but not required. (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

Think you have what it takes to be part of an unstoppable team who constantly finds better ways to give peace of mind? Don't wait, apply now.

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales
• Industries Insurance

Referrals increase your chances of interviewing at Telesure Investment Holdings (TIH) by 2x

Get notified about new Financial Advisor jobs in Johannesburg, Gauteng, South Africa .

Johannesburg, Gauteng, South Africa 5 days ago

Boksburg, Gauteng, South Africa 1 week ago

Alberton, Gauteng, South Africa 2 weeks ago

Johannesburg, Gauteng, South Africa 1 week ago

Johannesburg, Gauteng, South Africa 1 week ago

Alberton, Gauteng, South Africa 2 weeks ago

Alberton, Gauteng, South Africa 2 weeks ago

Alberton, Gauteng, South Africa 2 weeks ago

Alberton, Gauteng, South Africa 2 weeks ago

Sandton, Gauteng, South Africa 2 weeks ago

Krugersdorp, Gauteng, South Africa 2 weeks ago

Rand West City, Gauteng, South Africa 1 day ago

Alberton, Gauteng, South Africa 1 week ago

Brakpan, Gauteng, South Africa 6 days ago

Johannesburg, Gauteng, South Africa 3 hours ago

Alberton, Gauteng, South Africa 1 week ago

Alberton, Gauteng, South Africa 2 weeks ago

Alberton, Gauteng, South Africa 6 days ago

Alberton, Gauteng, South Africa 2 weeks ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

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