32 Investment Advisor jobs in Sandton

Opportunity for Associate Financial Advisors to build a career in the financial services sector.

The ideal candidate will deliver and sell personalized investment solutions to help clients work toward their long-term financial goals.

Successful candidates will be offered

· Intensive training on Financial Planning

· Mentorship by the best Financial Advisors

· Innovative and market leading products to work with

· Marketing and business support

· Lucrative Rewards and Recognition

· Client engagement opportunities

Desired Experience & Qualification

· Bachelor's degree or relevant qualifications

· South African citizen

· Driver's License

. Own Vehicle

. Live in Gauteng

. Clear Criminal and Credit records

Proven attributes:

• The ability to provide excellent advice and service to clients
• Innovative
• Socially oriented and ability to build relationships
• Accountable and responsible
• Positive energy
• Excellent communication skills
• Persuasive
• High level of integrity and honesty
• Willingness to learn and gain knowledge

PLEASE NOTE
: Only suitably qualified candidates will be contacted.

Commission-based

Company Description

Elevation Financial Advisor Services is dedicated to partnering with clients to provide relevant and notable financial solutions. Our mission is to guide and assist clients in implementing sustainable financial strategies to achieve complete peace of mind. We focus on fostering prosperity and financial stability through collaboration, prudence, and wisdom. Elevation Financial Advisor Services ensures clients prosper with every decision by applying a prosperity mindset and eliminating scarcity.

Role Description

This is a full-time hybrid role for an Independent Financial Advisor, based in Sandton with some remote work acceptable. The Independent Financial Advisor will be responsible for providing financial advisory services, including financial planning, retirement planning, and investment consulting. Responsibilities include developing personalized financial plans, evaluating financial portfolios, and guiding clients towards achieving their financial goals.

Qualifications

• Financial Planning and Finance skills
• Retirement Planning and Financial Advisory expertise
• Experience in Investments and portfolio management
• Strong communication and interpersonal skills
• Ability to work independently and in a hybrid work environment
• RE5
• 2 years experience in the finical sector

Insurance and Wealth Creating Professionals (IWCP) is an Affiliate of Liberty that is leading the way for the new Generation of Financial Planner's.

Our Leadership Team has over 200 years' experience in the industry and has a proven success track record of developing new Advisors. Our focus is on establishing new talent in the industry and for this reason; we keep the ratio between Unit Leader and Advisor very low.

IWCP has developed a structured on-boarding programme for the first 4 months to ensure the best transition into the career possible. With an added 36 month 'New Advisor Development Path'.

We combined all our years of experience to develop a business system and tools that help the New Generation of Financial Advisors trough the client engagement process, step by step and start to finish, to ensure the best possible outcomes for your clients. Being at the forefront of developing the New Generation of Financial Advisors, IWCP developed a structured practice building programme and ongoing learning strategy to aid Continuous Professional Development (CPD).

IWCP is a Tribe of Professionals changing South Africa one policy at a time. We believe in Old School Values with innovative thinking, so that the lessons from the past are used as we build the New Generation of Financial Advisors. At IWCP we celebrate every success.

From the little victories that build up to the big achievements and then accumulate in achieving that goal. IWCP has a learning, caring and performance culture. We are passionate about personal development and growth. We also believe in having fun, changing lives whilst also looking after our own family's financial well-being. IWCP is a circle of safety where every individual is respected for who they are and the value that they add.

IWCP also has a number of value-added partners including an administrative hub, specialist and marketing support. With these partners and in-house support, we afford our clients the best advice and products for their unique financial needs.

What we offer

• Professional Work Environment
• Continued Personal Development
• Business Partnership
• Personal Marketing Strategy
• Outsourced Call Centre
• Rewards and Recognition
• Sense of Belonging and fun

Minimum Requirements

• Matric (essential)
• Tertiary Qualification in Finance Field (advantageous)
• Own Vehicle (essential)
• Own Laptop (essential)
• Clear Crime and Credit Record
• Excellent Interpersonal skills
• Must be entrepreneurial in nature

Do you want to be part of this winning team? Contact us today via mail at  Should you not hear from us within 2 weeks please consider your application as unsuccessful.

To provide professional, independent financial advice to clients, leveraging an established client base while building and managing your own portfolio of high-net-worth and mass-affluent clients. The role offers long-term growth within a highly reputable wealth and asset management firm known for its integrity, technical expertise, and client-centric service.

Minimum Requirements and Qualifications

• RE5 Qualification 
• CFP® designation, or currently in the process of completing the CFP® Board Exam
• Bachelor’s Degree in Finance, Financial Planning, Investment Management, or a related field 
• Minimum of 2 to 4 years’ experience in the financial services or advisory environment
• Strong understanding of investment products, financial planning principles, and wealth management
• Clean FSCA record and compliance status
• Valid driver’s licence and own reliable transport

Key Performance Areas

• Build and maintain long-term client relationships through trusted and professional financial advice
• Conduct detailed financial needs analyses and prepare tailored investment and financial plans
• Leverage the firm’s existing client base to grow assets under management and expand personal client portfolios
• Deliver accurate and professional client presentations, reviews, and investment proposals
• Ensure compliance with FAIS and FSCA regulatory standards at all times
• Stay current with market trends, product developments, and changes in legislation affecting clients
• Work collaboratively with senior advisors and management to achieve team and personal growth objectives
• Maintain a professional image aligned with the firm’s reputation for excellence and integrity

A well recognized company is looking to add junior financial advisors to the team.

You Get:

1. Highest Commission Split

2. Medical Aid Subsidy

3. Quarterly Bonus

4. Funeral Cover Subsidy

5. Dedicated Training

6. Mobile Tablet

7. Office Facilities

Requirements

• 2 years experience as a financial advisor
• Clear credit and criminal record
• Drivers license preferred
• Own Transport preferred

Job Types: Full-time, Permanent

Work Location: In person

We're Hiring: Assistant Financial Advisor – Rivonia, Sandton

Are you a strong communicator with a passion for sales and helping others succeed?

We're looking for a
driven, people-focused Assistant Financial Advisor
to join our team in
Rivonia, Sandton
. No finance background required — just the
right attitude, proven sales ability, and a hunger to grow
.

Location:
Rivonia, Sandton

Apply Now:

About the Role:

In this role, you'll work closely with experienced advisors to support clients with financial planning and wealth-building strategies. You'll also help drive new business through relationship-building and smart sales support.

Key Responsibilities:

• Support advisors in managing and growing client relationships
• Assist with sales follow-ups, lead generation, and client onboarding
• Prepare reports, documentation, and meeting materials
• Research financial solutions and market options
• Maintain client records and support compliance processes

What We're Looking For:

• Strong sales ability
  with a track record of achieving targets
• Experience in sales, customer service, or client-facing roles
• Excellent communication and people skills
• Highly organized, motivated, and eager to learn
• Professional, reliable, and a team player

What We Offer:

• Training and mentorship from experienced financial advisors
• Growth path into a full advisory role
• Supportive, professional team culture

Think you're a great fit?

Send your CV to

today.

We're looking for ambitious go-getters who want to build a long-term career.

We're on the hunt for a super sharp, switched-on Wealth Management Associate to join our dynamic Sandton-based team If you thrive on research, client service, and keeping things running like clockwork behind the scenes, this is your chance to work closely with top financial minds and make a real impact in the world of wealth and investments.
Bring your energy, savvy, and passion for all things finance - and let's take your career to the next level
Summary
The Wealth Management Associate will be responsible for executing daily administrative, customer service, research, and operational tasks. The role supports The MD of Wealth and Investments by providing internal advisory services.

What To Expect

• Researching advice-related issues for inclusion in client reports and Records of Advice
• Uploading client financial information onto software systems and preparing financial scenarios for planner use
• Conducting portfolio analysis to align with client and advisor requirements
• Drafting Records of Advice for Financial Planners
• Assisting in managing the client review process
• Handling top-up and ad hoc investments, as well as rebalancing portfolios
• Preparing meeting packs and recording minutes
• Maintaining compliance and monitoring risk products
• Conducting portfolio analyses
• Managing operational and regulatory reporting
• Resolving client queries via phone and email
• Assisting with compliance officer visits and audit processes
• Performing general office management and administrative duties as needed
• Overseeing client review scheduling and updates
• Conducting financial market and fund research
• Completing work requests as per financial planning policies
• Accompanying Senior Wealth Planners to meetings and drafting timely client feedback reports
• Preparing review meeting reports for Senior Wealth Planners
• Engaging in investment, estate, and risk planning, following the six-step Financial Planning process
• Performing financial calculations and risk analyses to identify shortfalls and propose solutions
• Researching developments in investment and risk products
• Undertaking research for investment and advisory solutions
• Participating in assigned projects
• Ensuring adherence to FICA and FAIS compliance regulations
• Maintaining professional knowledge to align with industry and legislative requirements

Qualifications
What You'll Bring:

• Degree or qualification in a relevant field
• Post-graduate qualification preferred
• Meeting Fit and Proper requirements as per the FAIS Act for representative appointment

Skills

• Proficiency in Microsoft Word and Excel
• Ability to build and maintain strong client relationships
• Strong written and interpersonal communication skills
• Comprehensive understanding of financial advisory compliance

Personal Attributes

• Client-focused, professional, and ethical
• Enthusiastic, friendly, and positive-minded
• Well-organized, deadline-driven, and diligent
• Effective problem-solver with strong multitasking ability
• Team player with the capacity to work independently
• High ethical standards and maturity

Requisition Details and Talent Aquisition Contact

REQ ID: Michelle Thabethe

Location: Sandton

Cluster: SOCIAL IMPACT UNIT

Closing date: 13 October 2025

Job Family

Product, Process and Product

Career Stream

Product

Leadership Pipeline

MO

Job Purpose

To deliver, manage, monitor, evaluate and implement Corporate Social Investment (CSI) programmes within agriculture, energy, water, and waste sectors, aligned to Nedbank's CSI Green Economy strategy, in order to advance the bank's vision and purpose of sustainable growth and environmental stewardship.

Job Responsibilities

• Achieve Corporate Social Investment (CSI) project objectives by implementing change & portfolio management interventions that deliver the required return on investment.
• Monitoring and Evaluation functions.
• Responsible for ensuring process alignment and applying world-class project management tools.
• Identify, build, and manage relationships with internal and external stakeholders to prioritize needs, deliver on existing project investment and ensure strategic alignment to outcomes and SROI. Scale and replicate existing projects from concessionary to commercial funding opportunities
• Align the various CSI arms within the bank to a common strategic purpose and overarching objectives.
• Manage and develop direct reports to achieve individual performance targets and overall team objectives.
• Promote, champion, and adhere to governance requirements within the Corporate Social Responsibility function.
• Achieve targets for skills development, job creation, and enterprise support as outlined by the unit's objectives.
• Identify and recommend improvements to business processes and systems to enhance operational efficiency and value addition for Nedbank.
• Maintain an effective project administration system by capturing, updating, and managing relevant project information.
• Identify areas for improvement by reviewing Corporate
• Social Responsibility policies, procedures, guidelines, and market trends.
• Provide feedback on initiatives by compiling and submitting accurate, timely reports to relevant stakeholders.
• Conduct site visits.
• Upskill junior staff members in the team.
• Attend and represent the bank at key events and on media platforms to raise awareness of Nedbank CSI initiatives and strengthen the bank's brand image
• Contribute to the conceptualisation, planning, and execution of flagship Nedbank Social Impact Events, such as the Nedbank Green Economy Indaba.
• All other duties as assigned.

Essential Qualifications - NQF Level

• Advanced Diplomas/National 1st Degrees

Preferred Qualification

• B.Comm Economics, Finance, Environmental and Social Development, Project Management

Preferred Certifications

• Project Management, M&E

Minimum Experience Level

• 7- 10 years

Technical / Professional Knowledge

• Implementing strategic plan
• Business Acumen
• Product management
• Agile methodologies
• Business Analysis
• Problem solving skills
• Strategic planning
• Industry Knowledge
• Business Communication
• Future Thinking

Behavioural Competencies

• Leadership Determination
• Thriving in Ambiguity
• Coaching
• Ignite Passion
• Digital Acumen
• Technical/Professional Knowledge and Skills

JOB DESCRIPTION

Responsible for Portfolio Management and Reporting within the organisation

QUALIFICATION

• SB Com Honours, CA or equivalent post graduate qualifications
• .CFA an added advantage

**.

JOB EXPERIEN**

• CE8 to 10 year's relevant experience in Credit Risk/Finance/Investment Banking in a financial institutio
• n.Portfolio management experien
• ceKnowledge and understanding of credit risk and any associated risks prevalent in the financing of transactions/projects will be an advanta
• geExcellent analytical, verbal and written communication skil
• lsPreferred knowledge of regulations and compliance requirement

**s.

ROLES AND RESPONSIBILIT**

• IESProduce trend analysis reports and sector risk reviews and run sensitivities for concentrations and deviations to expected performance, and recommend strategies to keep the risk within acceptable leve
• ls.Perform proactive ongoing credit monitoring and risk management at a portfolio level and recommend strategies to keep portfolio risks within stipulated acceptable leve
• ls.Monitor and report on the performance against the Board approved risk appetite levels and threshol
• ds.Monitor trends of internal risk grades and produce summary reports that provide insight as to whether rating standards, protocols, and policies are consistently applied across portfolios and secto
• rs.Recommend stress testing of the book against approved and emerging risk parameters to be conducted by the Quantitative Modeling team and input the results into the analysis of the adequacy of capital and provisions, as well as generating updates on industry risk positio
• ns.Develop and prepare statistics and report on portfolio trends, and assist the Head of the department and the Chief Risk Officer in preparation to lead the IMC process
• es.Provide relevant and required information to present to lenders and rating agenci
• es.Involvement in policy formulation and policy review across a range of key risk management issu
• es.Development of credit risk systems and procedures, ensuring that these are well managed to support the corporation's business strategi
• es.Attendance of Investment Monitoring Committees and providing advice on portfolio matte
• rs.Providing advisory services to Strategic Business Units (SBU's) on Portfolio risk matters and assisting in structuring dea
• ls.Working with credit risk managers to help ensure that the risks are fully understood by Portfolio Management and are consistent with the firm's client objectives and risk constrain
• ts.Understanding how macro-economic factors drive the investment decision making proce
• ss.Supporting the creation, production and delivery of supervisory and marginal reports pertaining to risk management and performance attribut
• ionMonthly and quarterly reporting to Executive committee and Board Risk & Sustainability Committ
• ee.Performing ad hoc reporting and analyses to help address real time demands of senior members of the te

am.