Financial Advisor

The Personnel Corporation; Cape Town; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services company in Cape Town seeks a driven Financial Advisor to provide tailored financial advice, build long-term relationships with clients, and grow business opportunities. The ideal candidate will have relevant experience, strong sales skills, and a commitment to excellent client service. This role offers a basic salary of R30 000–R40 000 plus commission and ongoing training support.

Benefits

Competitive commission structure

Access to leads and office space

Ongoing training and career growth support

Qualifications

• Minimum 2–3 years of experience as a Financial Advisor or related role.
• Strong sales, networking, and relationship-management skills.
• Own reliable transport, laptop, and cellphone.
• Target-driven with strong business-development capabilities.

Responsibilities

• Provide tailored financial advice to clients.
• Build long-term client relationships and drive business growth.
• Manage and grow a portfolio of clients.
• Stay updated with financial products and regulatory requirements.

Skills

Client-focused

Relationship management

Sales skills

Analytical skills

Education

Matric with tertiary qualification in Finance

RE5 certification

Tools

Microsoft Excel

Job description

What Jobs are available for Financial Advisor in South Africa?

Showing 318 Financial Advisor jobs in South Africa

Job Description – Cape Town (Full‑time / Contract)

Location: Cape Town

Type: Full‑time / Contract

We are seeking a driven and client‑focused Financial Advisor to join our team. The successful candidate will provide tailored financial advice, build long‑term client relationships, and drive business growth through new client acquisition and portfolio management.

• Assess clients’ financial needs and goals.
• Develop and present customized financial plans and solutions.
• Offer guidance on investments, insurance, retirement, and risk management.
• Manage and grow a portfolio of clients while ensuring excellent client service.
• Stay up to date with financial products, market trends, and regulatory requirements.

• Minimum 2–3 years of experience as a Financial Advisor or related role.
• Strong sales, networking, and relationship‑management skills.
• Own reliable transport, laptop, and cellphone.
• Target‑driven with strong business‑development capabilities.

• Competitive commission structure.
• Access to leads, office space, and selling opportunities.
• Ongoing training and career‑growth support.

Job Description – Portfolio Management (Full‑time)

• 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 client‑focused manner.
• Collaborate with Financial Service Providers 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, 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.

• 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.

• Matric with tertiary qualification in Finance (NQF5: Wealth Management / BCom).
• RE5 certification.
• 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 licence and own vehicle.
• Existing client book not required.

Remuneration: Basic salary R30 000–R40 000 plus commission.

Job Description – Dis‑Chem Life Instore Financial Advisor

Operates within retail stores where thousands of people visit daily. Provide in‑store financial solutions and build long‑term relationships.

• Engage directly with walk‑in customers to identify needs and introduce Dis‑Chem Life’s products.
• Deliver compliant, needs‑based financial advice face‑to‑face.
• Build trust and long‑term relationships by demonstrating product value.
• Consistently achieve sales targets and conversion metrics in a high‑traffic retail setting.
• Maintain up‑to‑date product knowledge and regulatory compliance.
• Represent Dis‑Chem Life professionally and approachably.
• Keep accurate records of client interactions and complete required documentation.
• Leverage the trust and footfall of South Africa’s busiest health and wellness stores.
• Access to marketing, product, and operational support.

• 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.
• Ability to work retail hours, including weekends and public holidays.
• Reliable transport to and from your allocated store.

Job Description – National Financial Advisor (Government Sector Focus)

Prepare and maintain financial plans, work with government employees and worksite clients.

• Build and maintain strong, long‑term relationships with clients.
• Conduct financial needs analyses and advise on investment, savings, retirement, insurance, and estate planning options.
• Develop personalized financial plans aligned with clients' goals.
• Stay up to date with financial products, market trends, and regulatory requirements.
• Prospect and acquire new clients through networking, referrals, and community engagement.
• Provide ongoing client service, ensuring consistent communication and support.
• Work collaboratively within the team to achieve individual and team targets.
• Strong interpersonal, communication, and analytical skills.
• Entrepreneurial mindset with a drive for growth.
• Ability to build trust and foster long‑term client relationships.
• Resilience, adaptability, and a solutions‑oriented attitude.
• Self‑motivated with excellent time‑management skills.

• Grade 12 / Matric (minimum).
• Relevant tertiary qualification in finance, business, or related field (advantageous).
• Regulatory Exam (RE5) and Class of Business.
• FAIS‑compliant.
• Previous experience as a financial advisor in the government sector is a must.

Access to ongoing training, mentorship, and career development.

Job Description – Momentum Financial Adviser

Momentum offers a rewarding, supportive environment that helps you thrive as you build lasting client relationships and grow your practice.

• Competitive remuneration: structured commission model with performance‑driven incentives.
• Annual recognition and prestigious convention for top achievers.
• Professional indemnity cover and expert legal support.
• Access to Momentum’s Institute of Financial Planning and enhanced advisory capabilities.
• Technology & support: cutting‑edge software, IT support, laptop, and data bundle.
• Collaborative business model: maximize income by partnering with specialists.
• Marketing and operational support: dedicated marketing assistance.
• Comprehensive solutions: diverse product offerings and a solid compliance process.
• Succession planning: secure your legacy with tailored solutions.

• South African citizenship.
• Relevant educational qualifications – Grade 12 and an FSCA approved qualification.
• RE5 (advantageous with experience).
• Clear ITC report and no criminal record.
• Valid driving licence and own reliable vehicle.
• Minimum two years’ experience in finance and sales services.
• Strong networking and communication skills.

Job Description – Opian Financial Services Group

We provide tailored financial planning, investment, and risk‑management solutions.

• Develop and maintain long‑term client relationships through consistent communication and exceptional service.
• Conduct comprehensive financial needs analysis to determine clients’ goals and develop tailored solutions.
• Advise clients on a full suite of financial products, including life insurance, retirement annuities, investments, medical aid, and risk cover.
• Generate new business and manage a personal portfolio of clients.
• Prepare and present professional financial proposals and documentation.
• Stay up to date with product knowledge, industry regulations, and compliance requirements.
• Ensure full adherence to FAIS, FICA, POPIA, and other relevant financial legislation.
• Meet and exceed individual sales and business targets.
• Recognised qualification (minimum NQF Level 5) in Financial Planning, Finance, Business, or a related field – essential.
• RE5 regulatory examination – required.
• FAIS‑accredited and registered with the FSCA.
• Minimum of 2 years’ experience as a Financial Advisor or in a financial services sales environment.
• Valid driver’s licence and reliable vehicle – essential.
• Strong communication, presentation, and interpersonal skills.
• High level of professionalism, integrity, and client orientation.
• Self‑motivated, target‑driven, and able to work independently.

• Commission‑only structure – unlimited earning potential based on performance.
• Access to leads, marketing support, and back‑office administrative assistance.
• Continuous professional training, mentorship, and development opportunities.
• Support toward completing CPD requirements and maintaining FSCA compliance.
• Opportunity to build your own long‑term advisory practice under the Opian brand.

Job Description – JW Gadgets Inc.

Position details include the following (illustrative example from aggregator):

• R104 000 – R208 000 salary range.
• Posted today.
• Full‑time.

Job Description – Momentum – National Reach

Location: Durban (with national reach and opportunities).

• Minimum 2+ years as a Financial Advisor.
• Valid RE5 qualification.
• CPD hours up to date each year.
• Class of Business certificates completed.
• Opportunities to grow client base and develop professionally.

Job Description – Ingonyi Team

As a Financial Advisor with the Ingonyi team, you will play a key role in empowering individuals, families, and businesses.

• Build and maintain strong, long‑term relationships with clients.
• Conduct financial needs analyses to identify suitable solutions.
• Advise on investment, savings, retirement, insurance, and estate planning.
• Develop personalized financial plans aligned to clients’ goals.
• Stay updated with products, market trends, and regulations.
• Prospect and acquire new clients through networking, referrals, and community engagement.
• Provide ongoing client service, consistent communication, and support.
• Work collaboratively to achieve individual and team targets.
• Strong communication and interpersonal skills.
• Entrepreneurial mindset with growth drive.
• Analytical and problem‑solving skills.
• Resilience and adaptability.
• Self‑motivated with excellent time‐management.

• Grade 12 / Matric (minimum).
• Relevant tertiary qualification in finance, business, or related field (advantageous).
• RE5 and Class of Business.
• FAIS‑compliant.
• Previous experience as a financial advisor in the government sector is a must.

• Access to ongoing training, mentorship, and career development.
• Competitive commission‑based earning potential with incentives.
• Opportunity to make a lasting impact in people’s lives and communities.
• Culture that values people, professionalism, and philanthropy.

Job Description – Southern Data Corp

Job outlines include the following (illustrative example from aggregator):

• Location: Port Shepstone, KwaZulu‑Natal.
• Salary: R104 000 – R312 000.
• Posted today.
• Full‑time.

Job Description – Metropolitan

Metropolitan is one of the oldest financial services brands in South Africa. We provide financial wellness solutions to low‑income clients across South Africa and other African countries.

• Engage with prospects to understand financial needs.
• Sell products that align with clients’ requirements.
• Accurately record client information and sales details.
• Achieve production, quality and conversion targets.
• Maintain legislative compliance and all regulatory requirements.
• Fluency in English and numerical reasoning ability.
• Manage relationships well, be self‑reliant and entrepreneurial.

• Matric/N4 equivalent qualification.
• FAIS requirements based on DOFA date.
• Relevant regulatory examinations if already working in financial services.
• 5 years’ experience for individuals with matric.
• 1–2 years’ experience for individuals with undergraduate degree (preferred).
• Fluency in English.

Job Description – IWCP – Insurance & Wealth Creation Professionals

• Matric (Degree advantageous).
• Driver's license and reliable vehicle.
• Laptop for client meetings and business growth.
• Clear criminal and credit record.