Financial Advisor

Trades Workforce Solutions; City of Johannesburg Metropolitan Municipality; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services firm is seeking a Financial Advisor to provide specialized financial advice on investments and short-term insurance. The ideal candidate will have extensive experience servicing high-net-worth clients and a strong capability in document management. A relevant qualification is essential, along with proven sales optimization skills. This position offers a chance to develop meaningful client relationships and achieve targets in a dynamic environment.

Qualifications

• 5–10 years Financial Advisor experience within short-term insurance and broader financial planning.
• Proven track record servicing high-net-worth clients.
• Experience in Investment Solutions.

Responsibilities

• Providing financial advice across Investments and Short-Term products.
• Engage, manage, and retain high-value clients.

Skills

Financial planning

Client onboarding

Document management

Sales optimization

Relationship development

Education

Matric / Relevant NQF5 qualification / RE5

Job description

Job Title

Financial Advisor.

Qualification

Matric / Relevant NQF5 qualification / RE5.

Minimum Requirements

• 5–10 years Financial Advisor experience within short-term insurance and broader financial planning.
• Proven track record servicing high-net-worth clients.
• Financial planning for commercial and personal short-term insurance as well as Medical Aids.
• Providing financial advice across Investments and Short-Term products.
• Strong document management capability.
• Proven sales optimization and target achievement.
• Experience in Investment Solutions.
• Client onboarding, servicing, and relationship development.
• Ability to engage, manage, and retain high-value clients.