Financial Advisor

Merand Corbett & Associates; Cape Town; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services firm in Cape Town seeks an experienced Professional Financial Advisor to provide comprehensive financial planning and advisory services. The ideal candidate will have at least 12 years of experience and hold a relevant NQF Level 5 qualification. The role includes building client relationships and developing tailored financial strategies. Generous compensation structures with commissions and ongoing professional development opportunities are offered.

Benefits

Training allowance

Career growth opportunities

Generous commission structure

Ongoing professional development

Qualifications

• At least 12 years experience in the insurance, investments, or financial planning industry.
• FAIS compliant and must meet the Fit & Proper criteria.
• Successfully completed RE5 Regulatory Examination.

Responsibilities

• Provide comprehensive financial planning and advisory services to clients.
• Develop tailored strategies for investments, retirement planning, and risk management.
• Conduct financial needs analyses to identify client requirements.

Skills

Client relationship management

Communication skills

Problem-solving

Analytical skills

Time management

Education

Relevant NQF Level 5 qualification in financial services

Tools

MS Office

Job description

Key Responsibilities

• Provide comprehensive financial planning and advisory services to clients.
• Develop tailored strategies for investments, retirement planning, risk management, and estate planning.
• Build and maintain long-term client relationships, ensuring ongoing service excellence.
• Conduct financial needs analyses to identify client requirements and recommend suitable products.
• Ensure compliance with all regulatory requirements and internal policies.
• Stay up to date with industry trends, financial products, and legislative changes.
• Manage client portfolios effectively, reviewing and adjusting plans to meet evolving needs.
• Actively pursue new business opportunities through networking, referrals, and lead-generation initiatives.

Minimum Requirements

• Relevant NQF Level 5 qualification in financial services (essential).
• Successfully completedRE5 Regulatory Examination.
• FAIS compliant and must meet theFit & Propercriteria.
• At least 12 years experience in the insurance, investments, or financial planning industry.
• Strong interpersonal, communication, and client relationship management skills.
• High ethical standards, integrity, and a client-first approach.
• Proficiency in MS Office; exposure to financial planning tools is advantageous.

Key Competencies

• Excellent problem-solving and analytical skills.
• Results-driven, motivated, and able to work independently.
• Strong organizational and time management abilities.
• Ability to adapt to changing client needs and regulatory requirements.
• Confident presentation and negotiation skills.

Attractive Income & Commission Structure

Training allowance or medium-term fixed income package available for qualifying candidates.

Direct commission payments with flexible payment frequency options (daily, weekly, or monthly).

Generous and negotiable commission splits, with recognition programs including local and international incentive trips.

Bonus structures available at certain performance levels.

(Terms and conditions apply details to be discussed during the interview process.)

What is on offer

• Ongoing professional development, training, and mentorship.
• Access to compliance, legal, and product support.
• Full administrative infrastructure and digital tools to support advisory work.
• Career growth opportunities and long-term succession planning.
• A collaborative and professional working environment.

• ONLY SHORTLISTED CANDIDATES WILL BE CONTACTED