Financial Advisor

Badri Management Consultancy; Gauteng; On-site; ZAR 250,000 - 600,000; Full time

Job summary

An established industry player in financial services is seeking dedicated Long-Term Financial Advisors to empower clients with strategic financial guidance. This role focuses on delivering tailored financial planning solutions compliant with regulations, while fostering strong client relationships. The company values innovation and excellence, providing a professional office environment, ongoing training, and a supportive structure to help you succeed. With a competitive commission structure and a flexible hybrid work model, this opportunity is perfect for motivated professionals looking to make a meaningful impact in clients' financial futures.

Benefits

High-Earning Potential

Professional Office Environment

Ongoing Training & Development

Dedicated Support Structure

Flexible Hybrid Work Model

Qualifications

• Essential Matric and RE5 Certification required.
• NQF Level 5 Qualification in financial planning is advantageous.

Responsibilities

• Deliver compliant long-term financial advice aligned with regulations.
• Develop and nurture lasting client relationships through engagement.

Skills

Financial Planning

Client Relationship Management

Regulatory Compliance

Financial Instruments Knowledge

Education

Matric (Senior Certificate)

NQF Level 5 Qualification

RE5 Certification

Tools

Financial Planning Software

Job description

Constantia Office Park, Constantia Kloof, South Africa | Posted on 03 / 24 / City : Constantia Office Park, Constantia Kloof State / Province : Gauteng Country : South Africa

Job Description

Location : Constantia, Roodepoort, Gauteng

Platinum Talent is proud to represent a distinguished client in the financial services sector, currently seeking multiple seasoned Long-Term Financial Advisors to join their thriving long-term division. This is an exceptional opportunity for professionals who are passionate about empowering clients through insightful, ethical, and strategic financial guidance.

In this client-facing role, you will be responsible for delivering comprehensive, client-centric financial planning solutions that are fully compliant with FAIS legislation. More than just offering products, you'll be helping individuals secure their financial futures through tailored strategies that reflect their unique life goals. Our client values innovation, empathy, and excellence, and seeks candidates who embody these principles.

The ideal advisor will not only have a strong technical grasp of financial instruments and regulatory frameworks but also a genuine passion for relationship-building and long-term client success. If you are a dedicated and driven financial professional with a track record of trust-based advisory excellence, we invite you to explore this rewarding opportunity to make a meaningful impact.

Requirements

Minimum Requirements:

1. Matric (Senior Certificate) – Essential
2. NQF Level 5 Qualification in a long-term insurance or financial planning-related field – Highly Advantageous
3. RE5 Certification – Mandatory
4. Own Reliable Transport – Required for client visits and business development
5. Clear ITC and Criminal Record – Integrity and compliance are non-negotiable

Key Responsibilities:

1. Deliver holistic, compliant long-term financial advice aligned with regulatory frameworks (including FAIS and industry standards).
2. Develop, grow, and nurture lasting client relationships through consistent engagement and exceptional service delivery.
3. Build and manage a high-quality client portfolio, demonstrating a strong understanding of financial products and planning strategies.
4. Exhibit a proactive, client-first approach, consistently achieving and surpassing business development and service targets.
5. Maintain up-to-date knowledge of industry trends, product offerings, and legislative changes to ensure accurate, informed advice.

What's On Offer:

1. High-Earning Potential – Competitive commission structure with uncapped earning opportunities, tailored to product range and term.
2. Professional Office Environment – Access to well-equipped office space for meetings, planning, and collaboration.
3. Ongoing Training & Development – Continuous professional development to keep you sharp, compliant, and ahead of industry trends.
4. Dedicated Support Structure – Administrative and operational support to empower your success and free you to focus on clients.
5. Flexible Hybrid Work Model – Enjoy the freedom to balance office presence with remote productivity, fostering both efficiency and work-life balance.