Financial Advisor

Discovery Limited; Johannesburg; On-site; ZAR 30 000 - 70 000; Full time

Job summary

An established industry player is seeking experienced Financial Advisors to join their dynamic team. This full-time role offers the opportunity to provide tailored financial solutions and build long-term client relationships in a supportive environment. With a powerful brand backing and advanced tools at your disposal, you can thrive in your career while helping clients achieve their financial goals. If you're passionate about making a difference and want the right environment to grow, this opportunity is perfect for you.

Qualifications

• 5+ years of experience as a Financial Advisor with proven success.
• Deep knowledge of retirement planning and financial solutions.

Responsibilities

• Deliver holistic financial and retirement planning to clients.
• Proactively build and expand your client portfolio.

Skills

Financial Planning

Investment Strategies

Client Relationship Management

Communication Skills

Education

Bachelor's Degree in Finance

Certified Financial Planner (CFP)

Tools

CRM Software

Digital Adviser Platforms

Job description

Direct message the job poster from Discovery Limited

Business Consultant@ Discovery | Financial Analysis, Financial Services

Financial Advisor

About Us

I’m Gershom Mulamba, a Discovery Business Consultant, and I’m currently looking to add experienced Financial Advisors to my growing team at Discovery Consulting Services Sandton.

At Discovery, your success is our priority. We offer unmatched support through mentorship programs, cutting-edge technology, and a business model designed to help you thrive. If you’re a skilled advisor looking for the right environment to grow, this could be the perfect opportunity.

The Role

As a Discovery Financial Advisor, your responsibilities will include:

1. Delivering holistic financial, investment, and retirement planning
2. Crafting tailored solutions to meet each client’s goals
3. Proactively building and expanding your client portfolio
4. Cultivating long‑term relationships through exceptional service

This is a full-time, on-site role based in Sandton, serving clients across the Pretoria Metropolitan Area as well.

What You Bring

• 5+ years’ experience as a Financial Advisor
• Proven success in Life & Invest business acquisition
• Deep knowledge of retirement planning, investments, and financial solutions
• Strong communication, presentation, and interpersonal skills

Why Discovery Consulting Services?

1. Powerful Brand & Proven Model: Gain instant credibility with one of South Africa’s most trusted financial services brands—supported by a franchise model that handles compliance, administration, and licensing.
2. End‑to‑End Support: Operations & Compliance: Centralized FSP/FICA oversight and new business processing; Training & Development: Structured onboarding and continuous product training

Tools & Analytics: Use advanced digital adviser platforms, real-time CRM dashboards, and analytics to efficiently manage your pipeline and provide data-driven advice.

Ready to Grow?

If you're passionate about helping people build healthier financial futures—and want the backing of an established brand with the tools to match—apply now or email me at [e-mail].

Know someone who might be a great fit? Feel free to share this opportunity!

Additional Information

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance and Sales

Referrals increase your chances of interviewing at Discovery Limited by 2x

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