817 Investment Consulting jobs in South Africa

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Direct message the job poster from attooh!

Company Description

At attooh! Financial Wellness, we are specialists in the financial wellness and advisory industry, committed to helping clients secure their financial futures with expert, personalized guidance. We offer solutions in investments, insurance, retirement, and estate planning, from individual financial planning to comprehensive corporate benefits. Our mission is to simplify complex financial decisions and empower clients with peace of mind and long-term financial well-being.

Role Description

This is a full-time hybrid role for a Financial Advisor located in SouthAfrica, with work-from-home flexibility. The Financial Advisor will be responsible for providing expert financial advice, developing comprehensive financial plans, and assisting clients with investments, retirement planning, and estate planning. Day-to-day tasks include client consultations, financial analysis, preparing detailed reports, and personalized financial guidance to help clients achieve their financial goals.

Qualifications

• Skills in Financial Planning, Retirement Planning, and Investments
• Experience in Finance and Financial Advisory
• Excellent analytical and problem-solving skills
• Strong interpersonal and communication skills
• Ability to work independently and manage client relationships effectively
• RE5 and COB required
• Relevant certifications such as CFP or CFA are a plus
• Experience in the financial wellness or advisory industry is highly desirable

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales

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Sanlam Upington, Northern Cape, South Africa

Sanlam Upington, Northern Cape, South Africa

1 day ago Be among the first 25 applicants

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Direct message the job poster from Sanlam

Company Description

Sanlam is a purpose-led financial services group headquartered in South Africa, operating across several selected global markets. With a legacy of over a century, Sanlam offers a unique environment where innovation thrives and opportunities abound. Whether you are passionate about finance, technology, or making a difference in your community, Sanlam welcomes you to explore the endless possibilities. Sanlam has been consistently recognized as a Top Employer for nine consecutive years.

Role Description

This is a full-time remote role for a Financial Advisor. The Financial Advisor will be responsible for providing financial planning, retirement planning, and investment advice to clients. Day-to-day tasks will include meeting with clients, assessing their financial needs, developing comprehensive financial plans, offering investment advice, and continually monitoring and updating clients' financial plans as needed.

Qualifications and Requirements

• Strong skills in Financial Planning, Retirement Planning, and Investments
• Proficiency in Finance and Financial Advisory services
• Excellent written and verbal communication skills
• Ability to work independently and remotely
• Matric
• Valid Drivers License
• Certified Financial Planner (CFP) designation is a plus
• Previous experience in the financial services industry is beneficial

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales

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2 days ago Be among the first 25 applicants

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· 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

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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

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.

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

KBSSpikes, a Sanlam Accredited Broker, is looking for Financial Advisors that are enthusiastic, dedicated, target-driven, and focused.

The candidate will be rendering Sanlam Financial Services.

The candidates will be earning on commission only for the first two-month probation period.

After the successful probation, the candidates will earn R3000.00 basic salary, commission, and study towards a full industry-recognized qualification, Wealth Management NQF Level 5.

Candidates must have a minimum metric certificate as an entry-level qualification.

• Entry level

• Full-time

• Finance and Sales