Financial Advisor

Discovery Limited; Sandton; On-site; ZAR 250,000 - 450,000; Full time

Job summary

Discovery Limited in Sandton is seeking a Financial Advisor (Salaried) to join the Sales & Distribution team. The role focuses on policy and benefit reviews, ensuring clients are aware of product enhancements, and conducting financial needs analysis before recommending changes to product structures and fund portfolios.

The position drives ongoing servicing of existing clients and is remunerated on a non-commissionable basis within a dynamic sales environment.

Qualifications

• Wealth management qualification with at least 120 credits.
• At a minimum 2 years’ experience as a Financial Advisor.
• Understanding of Financial Planning is beneficial.
• Knowledge of insurance (short-term, health, risk and investment industry) is beneficial.

Responsibilities

• Conduct in-depth reviews of clients' financial goals, from risk protection to wealth creation.
• Perform financial needs analysis and prepare proposals to meet client requirements.
• Provide clients with information on new and existing products, benefits and services.
• Assist clients to make informed decisions.
• Review and respond to clients' changing needs and financial circumstances.
• Contact clients with news of new financial products or changes to legislation affecting savings and investments.
• Review client policies regularly to determine if adjustments are needed.

Skills

Service oriented mindset

Planning and organisational skills

Education

Wealth management qualification with at least 120 credits

Job description

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Business Unit: Sales & Distribution

Date: 30 Sept 2026

FINANCIAL ADVISOR ( SALARIED)

SANDTON

About Discovery

Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.

Key Purpose of the role

The role involves policy and benefit reviews to identify client needs. TheFinancial Advisor will ensure that clients are always aware of product enhancements that may benefit their existing or new need. The Financial Advisor will always conduct financial needs analysis and or assess risk appetite before recommending changes to their existing product structure and or fund portfolios.

Job Category

We are looking for a suitably experiencedFinancial Advisor to become part of our vibrant and dynamic sales team. This individual will consult with existing Discovery Life, Invest and Insure clients to offer them specialist advice on their current products, benefits and or fund selection. This role drives ongoing servicing of existing clients and as such is remunerated on a non-commissionable basis.

Key Responsibilities

Your tasks will typically involve:

• conducting in-depth reviews of clients' financial goals, from risk protection to wealth creation
• conducting a financial needs analysis and preparing proposals best suited to meet individual clients' requirements
• providing clients with information on new and existing products, benefits and services
• assisting clients to make informed decisions
• reviewing and responding to clients changing needs and financial circumstances
• contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
• Review client policies regularly to determine if adjustments are needed because of personal or financial changes.

Personal Attributes and skills:

• Service orientated mind-set is critical
• Strong Planning and organisational skills

Qualifications and Experience:

Minimum

• Wealth management qualification with at least 120 credits
• At a minimum 2 years’ experience as a Financial Advisor

Beneficial:

• Understanding of Financial Planning
• Knowledge of insurance (short-term, health, risk and investment industry)

EMPLOYMENT EQUITY

The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.