Financial Advisor

Bright Search Recruitment (Pty) Ltd; Randburg; On-site; ZAR 600,000 - 800,000; Full time

Job summary

A financial services recruitment agency is seeking a seasoned Financial Advisor with at least 25 years of experience in financial advising, strong client acquisition skills, and relevant qualifications in Finance or Business. The role requires high ethical standards and the ability to manage an independent portfolio effectively. Benefits include competitive compensation and opportunities for professional growth.

Qualifications

• Minimum Grade 12 / Matric required.
• Must meet FAIS Fit & Proper requirements.
• RE5 (Representative Exam) essential.
• Completed Class of Business (CoB) training in relevant categories.
• 25 years experience as a Financial Advisor / Broker / Planner.

Skills

Financial planning and analytical skills

Interpersonal and communication abilities

Sales-driven business development

Organizational and time-management skills

Education

Relevant tertiary qualification in Finance, Economics, Accounting, or Business

Tools

MS Office

CRM systems

Financial planning tools

Job description

Qualifications & Experience

• Education :
  Minimum : Grade 12 / Matric.
• Preferred : Relevant tertiary qualification in Finance, Economics, Accounting, or Business (e.g., BCom, CFP designation).
• Regulatory Requirements :
  Must meet FAIS Fit & Proper requirements.
• RE5 (Representative Exam) essential.
• Completed Class of Business (CoB) training in relevant categories.
• CPD (Continuous Professional Development) compliance.
• Experience :
  25 years experience as a Financial Advisor / Broker / Planner within a financial services provider, insurer, or wealth management firm.
• Strong client acquisition and relationship management skills.
• Experience in life insurance, investments, or medical aid advisory will be advantageous.

Skills & Competencies

• Strong financial planning and analytical skills.
• Excellent interpersonal and communication abilities.
• Sales-driven with proven business development success.
• Ability to work independently and manage own portfolio.
• High ethical standards and integrity.
• Strong organizational and time-management skills.
• Computer literacy (MS Office, CRM systems, financial planning tools).