Financial Advisor

Competent Candidates; Pretoria; On-site; ZAR 250,000 - 500,000; Full time

Benefits offered by this job

Industry training

Mentorship program

Uncapped earnings

Brand support

Job summary

Competent Candidates is seeking an ambitious Financial Advisor in South Africa to engage high‑potential clients, perform needs analyses, and tailor financial solutions. You will present a range of insurance, investment, and retirement products while building a sustainable client portfolio through ongoing reviews.

The role targets a high‑performance environment with uncapped earning potential, industry training, and mentorship within a respected national brand, offering a long‑term career path in

Qualifications

• Proven sales experience in financial services or related fields.
• Strong communication and relationship‑building abilities.
• Self-motivated with the ability to manage a personal client pipeline.
• Professional presence and client‑centric mindset.

Responsibilities

• Engage potential clients through networking and referrals.
• Perform financial needs analyses and tailor solutions.
• Present insurance, investment, and retirement products.
• Build and maintain a portfolio with regular reviews.

Skills

Sales Experience

Interpersonal Skills

Pipeline Management

Target Driven

Job description

Are you a confident, relationship‑driven professional with proven sales ability, a target‑driven mindset, and the ambition to build a long‑term career in financial advisory?

A leading South African financial services organisation with over six decades of excellence is offering an exciting opportunity for an ambitious Financial Advisor who thrives in a high‑performance environment and is committed to delivering exceptional value to clients.

This is a high‑impact role suited to someone who wants more than just a job — someone who wants to build a respected career, grow a portfolio of loyal clients, and become a trusted advisor in the financial services industry.

What You Will Do

• Engage high‑potential clients through networking, referrals, and proactive prospecting.
• Conduct in‑depth financial needs analyses and craft tailored financial solutions.
• Present and sell a suite of insurance, investment, and retirement products.
• Build and manage a sustainable client portfolio with ongoing reviews and relationship management.

What We’re Looking For

• Proven sales experience (financial services experience is a strong advantage).
• A confident communicator with exceptional interpersonal skills.
• A self‑starter who can manage their own pipeline and consistently meet targets.
• Professional presence, resilience, and a strong client‑centric mindset.

What You’ll Gain

• Access to industry‑leading training, mentorship, and development programmes.
• A respected brand and product suite to support your success.
• Uncapped earning potential with performance‑based incentives.
• A long‑term career path with opportunities for growth and specialisation.
• The ability to make a meaningful impact on clients’ financial wellbeing.

If You’re Ready to Elevate Your Career

This is your opportunity to join a professional environment where your ambition, drive, and client‑focused approach will be rewarded.