Financial Advisor

SureX Life; Bloemfontein; On-site; ZAR 300,000 - 420,000; Full time

Job summary

SureX Life is seeking a Financial Advisor in Bloemfontein to deliver personalized financial planning to individuals and businesses. You will meet clients on-site, analyze finances, and recommend investment and retirement solutions while reviewing portfolios.

You will prepare proposals, explain products, and maintain records to ensure regulatory compliance. Collaboration with internal teams and ongoing client support are key parts of the role.

Qualifications

• Demonstrated Financial Advisory experience with client-facing work and needs analysis.
• tertiary qualification in Finance, Economics, or Accounting; licenses/certifications are an advantage.
• Strong analytical, numerical and problem-solving skills, with regulatory/ethical awareness.
• Excellent communication and interpersonal skills for explaining financial concepts.
• Proven ability to build and maintain client relationships and manage multiple portfolios.

Responsibilities

• Meet clients on-site in Bloemfontein to assess financial needs.
• Analyze clients' financial situations and recommend investment/retirement solutions.
• Review existing portfolios to ensure alignment with life changes and market conditions.
• Prepare proposals and explain financial products to clients.
• Maintain accurate records and ensure regulatory/compliance adherence.
• Collaborate with internal teams on product updates and market trends.
• Build enduring client relationships through follow-up and ongoing support.

Skills

Financial advisory

Client-facing

Needs analysis

Regulatory awareness

Communication

Education

Finance/economics degree

Accounting degree

Job description

Company Description

SureX Life is a financial services company focused on helping clients build, protect, and preserve their wealth through tailored financial solutions. The organization offers a range of services that may include financial planning, investment guidance, and retirement strategies designed to support long-term financial wellbeing. SureX Life emphasizes ethical advice, client education, and clear communication to support informed financial decisions. The company values professionalism, client trust, and a commitment to delivering reliable, compliant financial services. Team members are encouraged to collaborate and develop their skills in a supportive, growth-oriented environment.

Role Description

The Financial Advisor at SureX Life provides personalized financial guidance to individual and business clients, helping them define goals, assess their current financial situation, and develop comprehensive financial plans. Day-to-day tasks include meeting clients on-site in Bloemfontein, analyzing their financial needs, recommending appropriate investment and retirement solutions, and reviewing existing portfolios to ensure alignment with changing life circumstances and market conditions. The role involves preparing proposals, explaining financial products, maintaining accurate records, and ensuring compliance with relevant regulations and company policies. The Financial Advisor also collaborates with internal teams to stay informed about product updates, market trends, and best practices, while building enduring client relationships through follow-up and ongoing support. This is a full-time, on-site role based in Bloemfontein.

Qualifications

• Demonstrated Financial Advisory experience, including client-facing work, needs analysis, and presenting clear, actionable recommendations.
• Relevant tertiary qualification in Finance, Economics, Accounting, or a related discipline; professional certifications or licenses in financial planning/advisory are an advantage.
• Strong analytical, numerical, and problem-solving skills, with attention to detail and adherence to regulatory and ethical standards.
• Excellent communication and interpersonal skills, with the ability to explain complex financial concepts in clear, accessible language.
• Proven ability to build and maintain client relationships, work collaboratively in a team, and manage multiple client portfolios effectively.