Executive Financial Advisor

3Rc; Remote; ZAR 200 000 - 300 000; Full time

Job summary

A financial advisory firm in South Africa is seeking an Executive Financial Advisor to deliver tailored financial advice, ensure compliance with regulations, and develop strong client relationships. Candidates should possess an NQF Level 5 qualification and RE5 certification, along with at least 3 years of relevant experience. Proficiency in financial planning tools and a strong customer-focused approach are essential for success in this role. The positions are available nationally.

Qualifications

• RE5 qualification is compulsory.
• NQF Level 5 qualification in finance, insurance, economics, or legal studies.
• At least 3 years’ experience as a financial advisor or in a related financial services role.

Responsibilities

• Provide comprehensive financial advice to clients on investments, insurance, estate planning, and retirement options.
• Assess client needs and develop customised financial plans.
• Source new business opportunities and build strong client relationships.

Skills

Analytical skills

Customer-focused approach

Interpersonal skills

Communication skills

Relationship-building skills

Education

NQF Level 5 qualification in finance, insurance, economics, or legal studies

RE5 qualification

Tools

Financial planning tools

MS Office

Job description

Executive Financial Advisor - Independent (Commissioned)

Our client is looking for qualified and experienced Financial Advisors to join their team. The successful candidates will provide expert financial advice, develop tailored solutions (with all insurance company codes to provide to your client), and ensure compliance with regulatory requirements. This role requires an individual with strong analytical skills, a customer‑focused approach, and the necessary industry qualifications.

Key Responsibilities

• Provide comprehensive financial advice to clients on investments, insurance, estate planning, and retirement options.
• Assess client needs and develop customised financial plans and recommendations.
• Source new business opportunities and build strong, long‑term client relationships.
• Ensure compliance with all relevant regulatory requirements and internal procedures.
• Stay updated with financial market trends, products, and changes in legislation.
• Maintain accurate records and prepare required reports.
• Assist clients with claims, policy updates, and service queries.

Minimum Requirements

• RE5 qualification (compulsory)
• NQF Level 5 qualification in finance, insurance, economics, or legal studies
• At least 3 years’ experience as a financial advisor or in a related financial services role
• Strong understanding of financial products, investment vehicles, and regulatory environment
• Excellent interpersonal, communication, and relationship‑building skills
• Proficiency in financial planning tools and MS Office

Preferred Qualifications

• Degree in Economics or Law (legal qualification) is highly advantageous
• Track record of successfully managing client portfolios

Preferred Attributes

• High level of integrity and ethical standards
• Self‑motivated and goal‑oriented
• Adaptability and commitment to ongoing professional development

Location

Positions nationally available.