Financial Advisor

Boardroom Appointments; South Africa; On-site; ZAR 324,000 - 396,000; Full time

Benefits offered by this job

Commission-based pay

Base salary potential

Professional development

Job summary

Boardroom Appointments is seeking an experienced Financial Advisor to build lasting relationships with affluent clients, providing holistic financial planning, investments, and wealth management solutions. The role emphasizes compliant advisory, networking, and growing a high-value portfolio.

The ideal candidate brings 3–5+ years in financial services, FAIS credits, and a CFP advantage, with the potential for a base salary in a commission-based structure.

Qualifications

• 3–5+ years' continuous industry experience in financial advisory, wealth management, or relationship banking.
• 120 FAIS credits.
• NQF 6 FSB-approved qualification is required.
• CFP qualification will be advantageous.

Responsibilities

• Build, manage, and grow a portfolio of affluent and high-net-worth clients.
• Deliver holistic financial planning across investments, life products, retirement planning, estate planning, and trust solutions.
• Identify new business opportunities through referrals, networking, and relationship building.
• Provide tailored financial solutions aligned with each client's financial goals and objectives.
• Maintain long-term client relationships through ongoing advisory engagement and financial reviews.
• Collaborate with internal specialists across investment, credit, and estate structuring to deliver comprehensive client solutions.
• Ensure compliance with FAIS, banking regulations, and internal governance requirements.

Skills

Relationship-building

Sales-driven

Client-focused advisory

Networking skills

Education

NQF 6 FSB-approved qualification

NQF 5 FSB-approved qualification

CFP qualification

Job description

Location: Western Cape (Cape Town / Winelands)
Employment Type: Commission-based, with the potential for a base salary depending on the remuneration structure.

Build Lasting Client Relationships. Deliver Holistic Financial Solutions.

A leading financial services organisation is seeking experienced Financial Advisors to provide professional financial planning and relationship banking services to affluent and high-net-worth clients.

This is an exciting opportunity for client-focused financial professionals who are passionate about building trusted relationships, delivering tailored financial advice, and helping clients grow, protect, and preserve their wealth through personalised investment, retirement, insurance, estate, and trust planning solutions.

Key Responsibilities

• Build, manage, and grow a portfolio of affluent and high-net-worth clients.
• Deliver holistic financial planning across investments, life products, retirement planning, estate planning, and trust solutions.
• Identify new business opportunities through referrals, networking, and relationship building.
• Provide tailored financial solutions aligned with each client's financial goals and objectives.
• Maintain long-term client relationships through ongoing advisory engagement and financial reviews.
• Ensure compliance with FAIS, banking regulations, and internal governance requirements.
• Collaborate with internal specialists across investment, credit, and estate structuring to deliver comprehensive client solutions.

Candidates with either of the following backgrounds will be considered:

• 3–5+ years' continuous industry experience in financial advisory, wealth management, or relationship banking.
• NQF 6 FSB-approved qualification.
• 120 FAIS credits.
• CFP qualification will be advantageous.
• Commercial and Industrial banking knowledge will be advantageous.
• Ability to work independently with minimal supervision.
• Fit and Proper for the applicable licence categories.
• FSP licence from a previous employer.
• Minimum 2 years' continuous industry experience in financial advisory, wealth management, or relationship banking.
• NQF 5 FSB-approved qualification.
• 120 FAIS credits.
• CFP qualification will be advantageous.
• Proof of minimum annual commission earnings of approximately R30,000 per month.
• Fit and Proper for the applicable licence categories.
• FSP licence from a previous employer.

We're Looking For Someone Who Is

• Passionate about helping clients build, protect, and grow their wealth.
• A strong relationship builder with excellent interpersonal and networking skills.
• Client-centric with a consultative approach to financial advice.
• Sales driven while maintaining the highest ethical and professional standards.
• Knowledgeable in financial planning principles, including investments, retirement, risk, estate, and trust planning.
• Professional, consultative, and able to build long-term trusted client relationships.
• Self-motivated and able to work independently while delivering exceptional client service.

What's on Offer

• Performance-based commission earning potential.
• Opportunity to work with affluent and high-net-worth client portfolios.
• Long-term career growth within a leading banking and wealth environment.
• Ongoing professional development and support.

If you're an experienced Financial Advisor with a passion for relationship management and holistic financial planning, we'd love to hear from you.

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Financial Advisor • Western Cape, South Africa