Finance Advisor - Growth, Varied Banking Roles

Rmbwestport; Johannesburg; On-site; ZAR 200 000 - 300 000; Full time

Job description

Showing 27 Banking Advisor jobs in Johannesburg

Johannesburg, Gauteng Elite Search

Posted 22 days ago

Job Description

Key Responsibilities:

No two days will be the same! Youll gain hands-on experience across a wide range of accounting and finance projects, helping entrepreneurs and SMEs get their businesses financially fit and future-ready.

Your typical day might include:

• Handling general bookkeeping ensuring clients financial records accurate and up to date.
• Rolling up your sleeves to sort out and "clean up" financials that need structure and clarity.
• Analysing financial data to uncover insights supporting team in providing clarity.
• Assisting in the preparation of management reports, budgets, and forecasts.
• Getting involved in financial modelling to support planning and business growth.
• Helping implement financial processes and SOPs that set clients up for long-term success.
• Working directly with a dynamic team and learning how financial strategy drives real-world results.
• Were looking for someone whos bright, ambitious, and eager to learn - someone who loves variety and wants to grow their career by working on real-world business challenges every day.

What youll need to succeed:

• A BCom degree (Accounting-focused or Business degree with Accounting as a major).
• Strong Excel skills comfortable using it for analysis, reconciliations, reporting, and insights.
• Experience with Xero (or another ERP/accounting system) would be an advantage.
• Exposure to or involvement in preparing management reports and financial analysis.
• A keen learner whos not afraid to jump in, take initiative, and do what it takes to get the job done whether thats solving a financial puzzle or running out to grab coffee for the team!
• Organised, detail-oriented, and resilient, with the ability to juggle multiple projects across different clients.
• A curious thinker who enjoys problem-solving and finding smarter ways to do things.
• A team player with a positive, engaging personality able to communicate clearly and confidently with colleagues and clients.
• A self-starter whos motivated by growth, thrives in a fast-paced environment, and is ready to go above and beyond.
• This role is perfect for someone whos ready to learn fast, gain broad experience, and be part of a supportive, high-performing team thats passionate about making a difference for small businesses.

Is this job a match or a miss?

Johannesburg, Gauteng Fouche & Co Recruitment

Posted 24 days ago

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. The role requires a confident, client-focused professional with strong technical and interpersonal skills.

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-orientated

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
• Drivers license and own vehicle Non-negotiable
• Existing client book not required

Remuneration: Basic salary R30 000 R40 000 plus commission.

Only shortlisted candidates will be contacted

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Johannesburg, Gauteng One Spark

Posted 8 days ago

Job Description

You became a Financial Advisor to make a difference, to help people make informed decisions for them and their loved ones. At Dis-Chem Life, we are giving you the platform to do just that.

Welcome to the frontline of protection. At Dis-Chem Life, we are doing it differently. We are putting Financial Advisors inside the busiest health and wellness stores in South Africa.

We are looking for skilled Financial Advisors nationally, to be placed in retail stores where thousands of people walk in every day, seeking care, support, and solutions.

Access to real people, in real life, real moments with real needs, standing a few metres away. And thats where you come in.

Summary of the Role

To connect with customers in-store, in real time, and provide tailored financial solutions that meet their immediate and long-term needs. As a Dis-Chem Life Instore Financial Advisor, youll turn everyday store visits into meaningful conversations that protect lives, build trust, and grow our business.

Key Responsibilities

• Engage directly with walk-in customers in a retail environment to identify their needs and introduce Dis-Chem Lifes insurance and financial products.
• Deliver compliant, needs-based financial advice face-to-face.
• Build trust and long-term relationships with customers by demonstrating product value and relevance to their life stage.
• Consistently achieve sales targets and conversion metrics in a high-traffic retail setting.
• Maintain up-to-date product knowledge, compliance, and FSCA regulatory requirements.
• Represent Dis-Chem Life with professionalism and approachability, reinforcing our reputation for care and expertise.
• Keep accurate records of client interactions and complete all required documentation in line with compliance standards.
• Youre not behind a desk. You are on the floor, engaging people who are already in a mindset of looking after themselves and their loved ones.
• Built-in opportunity. Thousands of potential customers walk past you daily no cold calling, just warm, in-person connections.
• The retail advantage. Leverage the trust and footfall of South Africas busiest health and wellness stores to accelerate the growth your client base.
• Access to marketing, product, and operational support

Requirements

• RE5 + COB (Life & Funeral)
• Fit & Proper status
• Minimum 4 years in an advice-giving role within insurance or financial services
• Proven track record in face-to-face client engagement and sales performance
• Strong interpersonal and listening skills, with the ability to simplify complex financial concepts for customers
• Ability to work retail hours, including weekends and public holidays as required
• Reliable transport to and from your allocated store

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Financial Advisor (Comm only)

Posted 107 days ago

Job Description

Permanent

A highly driven, money hungry, and motivated individual to become a Financial Advisor. You must be outgoing, a people person, and be able to successfully handle a high-pressure environment.

Who are you?

Must be willing to learn and are excited to be hands-on with clients.

Must be driven to work in a target based environment.

Must be comfortable working with new technologies and highly proficient on a computer

Must be an efficient time-manager

Must be a self-disciplined person, who doesn’t need their hand-held

Must be a self-starter, a high achiever and driven.

Must be solutions orientated and a problem solver, someone who is willing to challenge the status quo.

Must have your own vehicle and license to be able to drive to clients.

What’s the role?

You will be responsible for :

The role at a glance is about championing our clients' valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing “fit for purpose” financial plans and solutions.

Requirements

We’re looking for…

A highly driven, money hungry, and motivated individual to become a Financial Advisor. You must be outgoing, a people person, and be able to successfully handle a high-pressure environment.

Who are you?

Must be willing to learn and are excited to be hands-on with clients.

Must be driven to work in a target based environment.

Must be comfortable working with new technologies and highly proficient on a computer

Must be an efficient time-manager

Must be a self-disciplined person, who doesn’t need their hand-held

Must be a self-starter, a high achiever and driven.

Must be solutions orientated and a problem solver, someone who is willing to challenge the status quo.

Must have your own vehicle and license to be able to drive to clients.

What’s the role?

You will be responsible for :

The role at a glance is about championing our clients' valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing “fit for purpose” financial plans and solutions.

Requirements

Boxes to tick…

Matric

Minimum Requirements:

Clear ITC

Clear Criminal Record

Impeccable Work Ethic

Own Reliable Car and Driver’s License to be able to drive to and from clients

NB - Please take note that you are required to have your own reliable car and a valid drivers license for this position!

Benefits

What you get if you join the team ….

Professional, corporate environment and big company market presence, branding, advertising, IT and admin support, product specialists etc.

Excellent ongoing mentoring structure

Continuous training and educational development

Flexibility in work schedule

Control over their practice

Various Rewards & Recognition for outstanding performance

Above market related commission based income and large company benefits

Medical Aid

Provident Fund

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Johannesburg, Gauteng The Recruitment Council

Posted 10 days ago

Job Description

Are you a Certified Financial Planner® (CFP®) with a solid foundation in paraplanning and a passion for holistic client ownership? Ready to take the pivotal step from support to lead advisor with a premier independent financial planning firm?

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