Financial Adviser

ACG Growth Partners™; Johannesburg; Vor Ort; ZAR 279.000 - 391.000; Vollzeit

Zusammenfassung

Financial Advisory & Accounting Practice in Mayfair, Johannesburg, seeks an experienced Financial Adviser to grow its advisory offering and develop client relationships. You will provide professional financial advice, support business development, and maintain client records while ensuring regulatory compliance.

An existing book of business is not required; the role sits in a broader professional-services environment with auditors and accountants nearby.

Qualifikationen

• Five+ years’ experience in the financial services industry.
• Experience as a Financial Adviser or in a similar advisory role.
• Strong client relationship management and business development skills.
• Good understanding of financial products, advisory processes and client servicing.
• Professional communication and an ethical, client-focused approach.
• A long-term career mindset and willingness to grow with the practice.

Aufgaben

• Provide financial advice and solutions to new and existing clients.
• Build and maintain strong client relationships.
• Identify client needs and recommend suitable financial products or solutions.
• Support business development and client acquisition initiatives.
• Conduct client reviews and ensure ongoing service delivery.
• Work closely with the internal team to support the growth of the advisory practice.
• Maintain accurate client records and documentation.
• Ensure compliance with relevant financial-services regulations and internal processes.

Kenntnisse

Client relationship management

Business development

Independent working

Record keeping

Regulatory compliance

Ausbildung

RE5 qualification

FAIS credits or financial-planning qualification

CFP qualification (or progress toward CFP)

Jobbeschreibung

Financial Adviser

Company: Financial Advisory & Accounting Practice

Location: Mayfair, Johannesburg, Gauteng

Category: Financial Advice and Financial Planning

Level: Intermediate

Type: Permanent

Region: Gauteng

Employment type: Permanent

Work model: Office-based

Remuneration: Approximately R25,000 per month (R350,000 per annum)

Reference: ACG-FA-005

Date posted: 27 July 2026

Role overview

The practice forms part of a broader professional-services environment that includes registered auditors and chartered accountants, based in Mayfair, Johannesburg.

The business is appointing an experienced Financial Adviser to join the practice and contribute to the long-term growth of its financial advisory offering. The successful candidate will provide professional advisory services, develop client relationships and support business development within the practice.

An existing book of business is not required for this position.

Key responsibilities

• Provide financial advice and solutions to new and existing clients.
• Build and maintain strong client relationships.
• Identify client needs and recommend suitable financial products or solutions.
• Support business development and client acquisition initiatives.
• Conduct client reviews and ensure ongoing service delivery.
• Work closely with the internal team to support the growth of the advisory practice.
• Maintain accurate client records and documentation.
• Ensure compliance with relevant financial-services regulations and internal processes.

Minimum Requirements

• Minimum of five years’ experience within the financial services industry.
• Previous experience as a Financial Adviser or in a similar advisory or client-facing role.
• Strong client relationship management skills and proven business development ability.
• Good understanding of financial products, advisory processes and client servicing.
• Professional communication and interpersonal skills.
• Ethical, compliant and client-focused approach.
• A long-term career mindset and willingness to grow with the practice.

Preferred Qualifications

• RE5 qualification.
• Relevant FAIS credits or a recognised financial-planning qualification.
• CFP® qualification, or progress toward CFP®.
• Experience dealing with individual and business clients.
• Existing network within the financial services or professional services market.
• Experience within an accounting, auditing, tax or professional advisory environment.

Skills and competencies

• Client relationship management and needs identification.
• Business development and client acquisition.
• Independent working alongside effective team collaboration.
• Accurate record keeping and regulatory compliance.

Personal attributes

Professional, motivated and client-focused, confident in client engagement and committed to growing with the business over the long term.

At a glance

• CategoryFinancial Advice
• LevelIntermediate
• TypePermanent
• RegionGauteng
• ReferenceACG-FA-005
• Business Development
• Client Relationships