Executive Financial Advisor

3RC; Sandton; On-site; ZAR 500 000 - 750 000; Full time

Job summary

A financial services company in South Africa seeks an experienced Executive Financial Advisor to provide expert financial advice and develop customized solutions. This role requires a strong analytical approach, proficiency in financial planning tools, and compliance with regulatory standards. Candidates must possess the RE5 qualification and have at least 3 years of relevant experience. Positions are available nationally, offering a chance to build long-term client relationships in a dynamic financial environment.

Qualifications

• 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.

Responsibilities

• Provide comprehensive financial advice to clients on investments, insurance, estate planning, and retirement options.
• Assess client needs and develop customized 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.

Skills

Analytical skills

Interpersonal skills

Communication skills

Relationship-building skills

Proficiency in financial planning tools

Education

RE5 qualification

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

Degree in Economics or Law

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