Financial Advisor

3Rc (Pty) Ltd; Remote; ZAR 200 000 - 300 000; Full time

Job summary

A financial advisory firm is looking for qualified Financial Advisors to provide expert financial advice and develop tailored solutions for clients. Candidates should possess strong analytical skills and industry qualifications along with a customer-focused approach. The position requires at least 3 years of experience in financial services and the RE5 qualification, ensuring compliance with regulatory standards and nurturing long-term client relationships. This opportunity is available nationally, including small remote towns.

Qualifications

• RE5 qualification is compulsory.
• At least 3 years of experience as a financial advisor or in a related role.
• Strong understanding of financial products and the regulatory environment.

Responsibilities

• Provide comprehensive financial advice to clients on various financial products.
• Assess client needs and develop customized financial plans.
• Ensure compliance with regulatory requirements.

Skills

Analytical skills

Customer-focused approach

Relationship-building skills

Communication skills

Proficiency in financial planning tools

Education

RE5 qualification

NQF Level 5 qualification in finance or related fields

Degree in Economics or Law

Tools

MS Office

Job description

Job Specification

Financial Advisor Our clients are looking for qualified and experienced Financial Advisors to join their teams.

The successful candidates will provide expert financial advice, develop tailored solutions for clients, and ensure compliance with regulatory requirements.

This role requires an individual with strong analytical skills, a customer-focused approach, and the necessary industry qualifications.

Key Responsibilities

• Provide comprehensive financial advice to clients on investments, insurance, estate planning, and retirement options
• Assess client needs and develop customised financial plans and recommendations
• Source new business opportunities and build strong, long-term client relationships
• Ensure compliance with all relevant regulatory requirements and internal procedures
• Stay updated with financial market trends, products, and changes in legislation
• Maintain accurate records and prepare required reports
• Assist clients with claims, policy updates, and service queries

Minimum Requirements

• RE5 qualification (compulsory)
• NQF Level 5 qualification in finance, insurance, economics, or legal studies
• At least 3 years' experience as a financial advisor or in a related financial services role
• Strong understanding of financial products, investment vehicles, and regulatory environment
• Excellent interpersonal, communication, and relationship-building skills
• Proficiency in financial planning tools and MS Office

Preferred Qualifications

• Degree in Economics or Law (legal qualification) is highly advantageous
• Track record of successfully managing client portfolios

Preferred Attributes

• High level of integrity and ethical standards
• Self-motivated and goal-oriented
• Adaptability and commitment to ongoing professional development

Location

Nationally available (even small remote towns)