Financial Advisor

3Rc; Johannesburg; On-site; ZAR 300 000 - 600 000; Full time

Job summary

A financial services firm in Gauteng is looking for experienced Financial Advisors to join their teams. The role involves providing clients with expert financial advice, developing tailored solutions, and ensuring compliance with regulatory requirements. Candidates should possess strong analytical skills, excellent communication abilities, and necessary industry qualifications, including RE5 and NQF Level 5. A degree in Economics or Law is advantageous. Positions are available nationwide, including remote locations.

Qualifications

• Minimum 3 years’ experience as a financial advisor or in related role.
• Strong understanding of financial products, investment vehicles, and regulations.
• Ability to manage client portfolios is advantageous.

Responsibilities

• Provide financial advice on investments, insurance, estate planning, and retirement options.
• Develop tailored financial plans for clients based on their needs.
• Build and maintain strong client relationships.
• Ensure compliance with relevant regulations.
• Stay updated with market trends and legislation.

Skills

Analytical skills

Customer-focused approach

Interpersonal skills

Communication skills

Proficiency in financial planning tools

Education

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

RE5 qualification

Degree in Economics or Law

Tools

MS Office

Job description

Job Specification :

Financial Advisor Overview

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 Nationally available (even small remote towns)