Financial Advisor

Qantara Private Capital; Pretoria; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services company in Pretoria is seeking an experienced Financial Advisor with investment experience and proven expertise in Islamic Finance. The ideal candidate should possess excellent interpersonal skills, sales orientation, and integrity while being goal-driven. Responsibilities include achieving sales targets, nurturing client relationships, and ensuring compliance with Islamic Financial principles. Candidates with 2-5 years of experience in investment sales and the necessary qualifications are encouraged to apply.

Qualifications

• 2 – 5 years’ experience as a Financial Advisor or in investment sales.
• Demonstrable Islamic Finance experience is non-negotiable.
• Valid driver’s licence and reliable vehicle are required.

Responsibilities

• Achieve monthly and quarterly investment sales targets.
• Grow and retain clients, focusing on the Islamic Finance market.
• Ensure positive compliance audit results.
• Maintain quality and accuracy of advice documentation.
• Improve lead conversion and client engagement metrics.
• Submit advice, compliance, and reporting documents on time.

Skills

Knowledge of investment products

Interpersonal and communication skills

Sales-oriented

Needs analysis and portfolio construction

High integrity and professionalism

Goal-driven and self-motivated

Education

Matric (Grade 12)

NQF Level 5/6 in Wealth Management or related field

RE5 Certificate

Class of Business: Investments

FSCA Registration as a Representative

Job description

We are seeking an experienced and self-driven Financial Advisor – with Investment experience, and proven experience in Islamic Finance and Shari’ah-compliant investment solutions. This role is ideal for an advisor who understands both mainstream investment products andthe specialised requirements of clients seeking ethical, faith-aligned wealth management.

The role is bothsales- and relationship-driven, requiring strong product knowledge, exceptional client engagement abilities, strict adherence to regulatory compliance and Islamic Finance principles.

Required Skills & Competencies

• Strong knowledge of investment products, financial planning principles,and Islamic Finance investment structures.
• Excellent interpersonal and communication skills (verbal and written).
• Sales-oriented with the ability to close deals and build trust.
• Proficient in needs analysis, portfolio construction, and compliance processes.
• High integrity, professionalism, and confidentiality.
• Independent, goal-driven, and self-motivated.

Minimum Qualifications & Requirements

• Matric (Grade 12) – Required.
• RE5 Certificate – Advantageous; must be obtained within 2 years of DOFA.
• Class of Business: Investments – Completed or in progress.
• NQF Level 5/6 in Wealth Management or related field –
• FSCA Registration as a Representative under an FSP – Required.
• 2 – 5 years’ experience as a Financial Advisor or in investment sales, with demonstrable Islamic Finance experience (non-negotiable).
• Valid driver’s licence and reliable vehicle.

KPIs & Performance Metrics

• Achievement of monthly and quarterly investment sales targets.
• Growth and retention of clients, particularly within the Islamic Finance market.
• Positive Compliance audit results.
• Quality and accuracy of advice documentation.
• Lead conversion and client engagement metrics.
• Timely submissions of advice, compliance, and reporting documents.