Executive Financial Advisor

3RC (Pty) Ltd; Remote; ZAR 200 000 - 300 000; Full time

Job summary

A financial advisory firm is seeking qualified Executive Financial Advisors to provide expert financial advice and develop tailored solutions for clients. This role demands strong analytical skills and customer focus, alongside essential industry qualifications. Candidates must have a NQF Level 5 qualification and at least 3 years of relevant experience. The position is available nationally and offers a commission-based structure that rewards successful financial planning and compliance expertise.

Qualifications

• RE5 qualification is compulsory.
• NQF Level 5 qualification in a relevant field.
• At least 3 years' experience as a financial advisor.

Responsibilities

• Provide comprehensive financial advice to clients.
• Assess client needs and develop financial plans.
• Source new business opportunities.

Skills

Financial advice

Client relationship building

Analytical skills

Regulatory compliance

Communication

Education

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

RE5 qualification

Tools

Financial planning tools

MS Office

Job description

Job Specification: 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 companies 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