Commissioned Financial Advisor

Old Mutual Limited; Johannesburg; On-site; ZAR 300 000 - 400 000; Full time

Job description

Commissioned Financial Advisor in Johannesburg

• Commissioned Financial Advisor in Johannesburg

Showing 26 Commissioned Financial Advisor jobs in Johannesburg

Johannesburg, Gauteng The Recruitment Council

Posted 27 days ago

Job Description

Are you a highly skilled and experienced Financial Planning Associate looking to join an independent financial planning business that sets the industry standard?

This role is the engine room of our advice process, offering you a unique opportunity to work on complex financial strategies and ensure legal compliance within a highly professional environment.

Responsibilities

• Financial Needs Analysis (FNA): Prepare comprehensive FNAs across Risk, Pre‑retirement, and Post‑retirement planning.
• Portfolio Strategy: Prepare investment proposal documents, review existing client portfolios, and create detailed review files.
• Compliance & Administration: Ensure all client files adhere to POPI, FICA, and FAIS legislation requirements; perform quality control on quotations and submissions; oversee implementation processes.
• Client & Advisor Support: Manage client relationships, set up review appointments, and act as liaison with product providers for instruction follow‑up and product research.

Qualifications and Experience

• A minimum of 5 years in a similar Para‑planning role.

Job Description

Are you an expert Financial Planning Support Specialist ready to leverage your technical mastery to elevate a top‑tier financial planning practice?

A leading independent financial services firm is seeking a highly skilled Financial Planning Support Specialist to join their team, reporting directly to the Head of Financial Planning. This role is vital: your mission is to assist and serve our financial planners so they can spend more time in front of clients, while also mentoring the next generation of technical specialists.

Responsibilities

• Technical Excellence: Prepare all client presentations, financial planning data, calculations, and comprehensive reports using client relations management (CRM) systems and advanced financial planning software such as Xplan, Xtools, Integrated Wealth Planner, and Asset Map.
• Workflow Leadership: Assist in the coordination, prioritisation, and monitoring of the paraplanning workflow, meeting service standards and deadlines.
• Mentorship & Coaching: Review the work of less experienced paraplanners and assist in coaching and mentoring team members; assist with new team member induction.
• Process Improvement: Assist in developing and reviewing paraplanning policies and procedures, and participate in assigned projects.
• Client Interface: Communicate directly with relevant insurance and investment companies on behalf of financial planners and clients; accompany planners to client meetings as required.

Experience & Qualifications

• Education (Preferred): Post‑Graduate Diploma in Financial Planning (or studying towards) complemented by a BCom, LLB, or Advanced Certificate in Financial Planning.
• Regulatory Status (Desirable): Regulatory Examinations (RE5) and the Professional Competency Examination (PCE).
• A thorough understanding of compliance issues associated with financial advice and intermediary services.
• Strong desire to learn and grow, with critical skills in computer literacy, IT systems use, planning, administration, project management, writing, and presentation.

Job Description

As a Financial Advisor, you will manage a portfolio of clients, provide ongoing financial planning support, and develop new business opportunities. You will offer advice on investment strategies, retirement planning, estate planning, and risk management while ensuring compliance with all financial regulations.

Key Responsibilities

• Manage and review client portfolios, providing professional financial advice.
• Prospect and acquire new clients to grow the portfolio.
• Deliver financial products and services in a professional and client‑focused manner.
• Collaborate with Financial Service Providers (FSPs) and internal departments to resolve client queries.
• Maintain regular client communication and build long‑term relationships.
• Develop comprehensive financial plans tailored to client needs.
• Provide advice on investments, retirement planning, estate planning, and tax optimisation.
• Assess client risk profiles and recommend appropriate strategies.
• Identify opportunities for cross‑selling and upselling services.
• Network with professionals, attend industry events, and contribute to marketing initiatives.
• Ensure compliance with all industry regulations and maintain accurate documentation.
• Prepare regular reports for clients and management.

Key Attributes

• Client‑focused with excellent relationship‑building skills.
• Strong analytical and problem‑solving ability.
• Professional communication and presentation skills.
• Results‑driven with a proactive approach.
• Ethical, compliant, and detail‑oriented.

Requirements

• Matric with tertiary qualification in Finance (NQF5: Wealth Management / BCom) – Non‑negotiable.
• RE5 certification – Non‑negotiable.
• Relevant Class of Business certifications in place.
• Fit and Proper status required.
• Minimum 3 years experience in a Financial Planning role.
• Proficiency in Microsoft Excel and related software.
• Experience with professionals and high‑net‑worth clients.
• Driver’s licence and own vehicle – Non‑negotiable.
• Existing client book not required.

Remuneration: Basic salary R30 000 – R40 000 plus commission.

Job Description

Empowering Africa's tomorrow, together… one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.

Job Summary

The Planning team, a sub‑team within Group FP&A, is responsible for overall financial planning across Absa Group (preparation and review of forecasts and short‑and‑medium‑term budgets that inform the Integrated Plan). Analysis of competitors, trends, revenues, new products/businesses etc. Preparation of briefing notes for annual results presentations. Ad‑hoc analysis and research, often related to presentations to Exco and other senior management.

Accountability

• Project management and analysis of key planning deliverables throughout the year: RAF, STP, Stress Testing and Integrated Planning outputs.
• Competitor analysis.
• Research projects – gathering financial data and creating insightful, decision‑useful analysis and thought pieces.
• Results presentations at half year and year end.
• Other ad‑hoc projects and presentations.
• Financial scenario analysis and stress testing.
• Consolidating financial information for senior management.
• Attend meetings to assist executives to understand and complete their tasks to achieve team goals.
• Ad‑hoc requirements/submissions: Execute ad‑hoc queries on a daily basis that vary considerably throughout the year; attend committee meetings; provide analysis and recommendations on balance sheet optimisation; provide other departmental support as required.

Qualifications And Experience

• B‑degree in Accounting/Financial management (NQF level 6).
• 3 years Technical experience.
• Strong analytical and problem‑solving skills.
• Advanced Excel and PowerPoint skills.
• System knowledge: financial markets, economics, decision‑making, adapting and responding to change, persuading and influencing, creating and innovating.

Education

Bachelor's Degrees and Advanced Diplomas: Financial Sciences (Required).

Equal Opportunity Statement

Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute to equitable demographic representation.

Absa Bank Limited reserves the right not to make an appointment to the post as advertised.

Country Lead: Financial Planning and Analysis

About the Company

Coca‑Cola Beverages South Africa (CCBSA) has an exciting opportunity in our Finance department. We are looking for a talented individual with relevant skills and experience as a Country Lead: Financial Planning and Analysis, based in CCBSA Midrand. The successful candidate will report directly to the Financial Director.

About the Role

The Country Lead: FP&A will play a crucial role in overseeing financial planning and analysis for the organization.

Key Outcomes

• Drive compliance and close‑out of audit findings.
• Ensure full compliance with ERP financial protocols and internal control standards.
• Maintain up‑to‑date finance governance documents.
• Lead the review and drafting of finance policies and procedures.
• Deliver accurate and insightful financial reporting.
• Lead budgeting and forecasting cycles.
• Enhance FP&A processes by refining scorecards and performance tracking.
• Ensure strategic alignment with CCBA financial objectives.
• Actively engage with group finance functions to align reporting and performance tracking.
• Champion business partnering and decision support.
• Build finance capability and data ownership.
• Support capability development across the finance team.

Qualifications

• Bachelor's degree in Finance, Accounting, or related field.
• Added advantage: Certified Accreditation (e.g., CA(SA), MBA).

Experience

• 5–7 years of financial experience, with at least 5 years in management roles.
• Proven track record in finance leadership roles with responsibility for decision‑making and strategic oversight.

Skills

• Strong analytical and problem‑solving skills.
• Excellent communication and presentation abilities.
• Proficiency in financial modelling and forecasting.
• Experience in the beverage or FMCG industry.
• Proficiency with ERP systems, especially MSD.

Pay range and compensation package

Competitive salary based on experience and qualifications.

Equal Opportunity Statement

We are committed to diversity and inclusivity in our hiring practices.