Financial Advisor

3Rc; Remote; ZAR 300 000 - 500 000; Full time

Job summary

A financial services firm seeks qualified Financial Advisors to offer expert advice and develop tailored financial solutions for clients. Candidates should have at least 3 years of experience in the industry and the necessary RE5 qualification. This role requires strong analytical, communication, and interpersonal skills, with a focus on compliance and client relationship management. Positions are available nationally, including in smaller remote towns.

Qualifications

• RE5 qualification is compulsory.
• NQF Level 5 qualification in finance, insurance, economics, or legal studies required.
• At least 3 years' experience as a financial advisor.

Responsibilities

• Provide comprehensive financial advice to clients.
• Assess client needs and develop customized financial plans.
• Source new business opportunities and build client relationships.

Skills

Analytical skills

Customer-focused approach

Interpersonal skills

Communication skills

Relationship-building skills

Proficiency in MS Office

Education

RE5 qualification

NQF Level 5 in finance, insurance, economics, or legal studies

Degree in Economics or Law

Tools

Financial planning tools

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

Positions available nationally, including small remote towns.