Advancing Financial Adviser (Commission Based)

Zohorecruit; Cape Town; Hybrid; ZAR 240,000 - 420,000; Full time

Benefits offered by this job

Uncapped commission

National footprint

Career growth

Job summary

Pathfinders Consulting Pty (LTD) is seeking an Advancing Financial Adviser to join its national adviser network. This commission-based role offers remote-friendly work and a path to become an Experienced Financial Adviser, with ongoing support and accreditation.

You will provide financial planning and advice to clients in South Africa, build lasting relationships, and drive growth within a flexible national footprint.

Qualifications

• Minimum 12 months financial planning experience.
• Long Term Insurance Class of Business (COB) knowledge or certification preferred.
• Regulatory exam for representatives (RE5) advantageous.

Responsibilities

• Provide financial planning advice aligned to FAIS and FSCA standards.
• Build and maintain long-term client relationships through regular engagement.
• Meet and exceed sales targets and customer service expectations.
• Complete required product accreditations, including COB.
• Maintain honesty and integrity in line with professional standards.

Skills

Financial planning

Customer focus

Target driven

Relationship building

Education

Diploma or degree

Job description

Pathfinders Consulting Pty (LTD) | Full time

Advancing Financial Adviser (Commission Based)

Cape Town, South Africa | Posted on 09/22/2026

Our Client, a leading financial services provider, is looking for an Advancing Financial Adviser to join their national adviser network. This is a commission based, remote friendly opportunity for a driven, customer focused individual who wants to build a long term career in financial planning and advice.

About the Role

As an Advancing Financial Adviser, you will provide financial planning and advice to clients, build lasting relationships, and grow a client base across South Africa. Our Client offers ongoing support, product accreditation, and a clear growth path toward becoming a fully Experienced Financial Adviser.

Key Responsibilities

• Provide financial planning advice aligned to FAIS and FSCA fit and proper requirements
• Build and maintain long term client relationships through regular engagement
• Meet and exceed sales targets and customer service expectations
• Complete required product accreditations, including Long Term Insurance Class of Business (COB)
• Maintain personal character, honesty and integrity in line with Fit and Proper standards

Requirements

Do you have a minimum of 12 months financial planning experience?

Have you completed the Long Term Insurance Class of Business (COB)?

Do you hold a recognised diploma or degree (advantageous)?

Have you passed the regulatory examination for representatives, RE5 (advantageous)?

Are you able to meet FSCA Fit and Proper personal character requirements, including honesty and integrity?

Are you self motivated, target driven, and passionate about client service?

What Our Client Offers

• Commission based earning structure with uncapped potential
• National footprint with flexibility to build a client base across South Africa
• A long term career path in financial advice and planning