Financial Advisor

Ukufunda Business Solutions; Umhlanga Rocks; On-site; ZAR 250 000 - 400 000; Full time

Job summary

A financial advisory firm is seeking a motivated Financial Advisor to provide clients in South Africa with sound financial guidance. The ideal candidate will develop personalized financial plans, assess clients' needs, and help achieve long-term financial goals. Responsibilities include client consultations and compliance with regulatory standards. Interested candidates are encouraged to apply via email.

Qualifications

• Must have 120 credits in relevant field.
• Valid RE5 certification is required.
• Own a reliable vehicle for client visits.

Responsibilities

• Meet clients to assess their financial situation and goals.
• Develop customized financial plans including investment strategies.
• Recommend suitable investment products and monitor portfolios.
• Ensure compliance with regulatory standards and maintain client records.
• Source new client relationships through networking and workshops.

Skills

Sales and negotiation skills

Detail-oriented

Customer-focused mindset

Ethical judgment

Tech-savvy

Education

120 Credits

Valid RE5

Job description

Overview

Financial Advisor

Location: Sandton and Durban

Job Type: Full-time

Job Summary:

We are seeking a motivated and knowledgeable Financial Advisor to provide clients with sound financial guidance and tailored investment strategies. The ideal candidate will assess clients’ financial needs, develop personalized financial plans, and help them achieve long-term financial goals, including retirement planning, wealth accumulation, and risk management.

Responsibilities

• Client Consultation: Meet with clients to assess their financial situation, goals, and risk tolerance; establish strong relationships through consistent, proactive communication.
• Financial Planning: Develop and present customized financial plans including investment strategies, retirement planning, estate planning, and tax optimization; analyze financial data, market conditions, and investment opportunities.
• Investment Management: Recommend appropriate investment products such as mutual funds, stocks, bonds, annuities, and insurance; monitor portfolios and adjust plans as necessary to ensure alignment with client goals.
• Compliance & Documentation: Maintain strict adherence to regulatory standards (SEC, FINRA, etc.) and firm policies; maintain accurate client records, reports, and financial documents.
• Business Development: Source and develop new client relationships through networking, referrals, and prospecting; conduct financial workshops, seminars, or webinars to attract potential clients.

Qualifications

• 120 Credits
• Valid RE5
• Own Reliable Vehicle

Key Competencies

• Ethical judgment and discretion
• Strong sales and negotiation skills
• Detail-oriented with strong organizational skills
• Customer-focused mindset
• Tech-savvy with financial planning software and CRM systems

If interested kindly send your CV to: [e-mail]