Financial Advisor

Everest Wealth; Gauteng; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial advisory firm in Gauteng seeks a Financial Advisor to help clients achieve their financial wellness goals. Responsibilities include sourcing clients, conducting financial analyses, and creating personalized financial plans. Candidates should possess a Bachelor's degree in finance or related fields, RE1 and RE5 certifications, and 5-7 years of relevant experience. The role offers a commission-based compensation structure.

Qualifications

• 5-7 years of experience in sales or business development.
• RE1 and RE5 certifications are required.
• Strong understanding of financial products and industry regulations.

Responsibilities

• Source and engage potential clients to drive new business.
• Conduct portfolio analysis and financial data modeling.
• Design tailored financial plans based on client goals.

Skills

Excellent communication skills

Negotiation skills

Relationship-building skills

Financial analysis

Education

Bachelor's degree in finance, business administration, or economics

Postgraduate diploma in financial planning

Tools

Astute

Job description

Everest Advisory is currently looking for individuals wanting to join our dynamic team as a Financial Advisor.

As a valued team member, you will help clients achieve their financial wellness goals through comprehensive planning and expert guidance.

Duties & Responsibilities

• Drive New Business: Source and engage potential clients while building lasting relationships that generate sustainable growth.
• Deliver Expert Analysis: Conduct portfolio analysis, financial data modeling, and utilize cutting-edge platforms like Astute to provide data-driven insights.
• Provide Holistic Solutions: Meet with clients to understand their objectives, risk tolerance, and financial needs, then design tailored financial plans.
• Manage Compliance: Ensure all activities meet regulatory requirements while maintaining up-to-date CPD training and industry knowledge.
• Support Paraplanning: Prepare proposals, compile documents, and manage client files with meticulous attention to detail.

Requirements

Essentials:

• Bachelor's degree in finance, business administration, economics or related field.
• RE1 and RE5 certifications.
• 5-7 years of experience in sales or business development.
• Strong understanding of financial products, services and industry regulations.
• Excellent communication, negotiation and relationship‑building skills.
• Ability to thrive in a fast‑paced, collaborative environment.

Beneficial:

• Postgraduate diploma in financial planning.
• Wealth management, NQF 5 qualification.

Remuneration

Commission‑based compensation structure.

Application Details

If you're passionate about helping clients achieve their financial goals and want to be part of a team that values expertise, integrity and innovation please send us your CV. CVs can be sent to. Closing date for applications is 30 September.