Financial Advisor Eastern Cape

Metropolitan; Komani; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services provider in Eastern Cape is seeking a Financial Advisor to attract and retain clients while providing tailored financial plans. The ideal candidate must have strong computer skills, an N4 equivalent qualification, and experience in financial services. Responsibilities include client engagement to understand needs, compliance with regulations, and achieving sales targets. This position supports career growth in a dynamic market environment.

Qualifications

• 5 years’ experience if you have matric or 1-2 years with an undergraduate degree.
• Ability to engage with clients to understand their financial needs.
• Strong time management and self-reliance.

Responsibilities

• Attract, acquire, and retain clients by selling company products.
• Provide after-sales service to ensure client retention.
• Record client information accurately.

Skills

Strong computer literacy skills

Fluency in English

Numerical reasoning ability

Education

Matric / N4 Equivalent Qualification

Relevant regulatory examinations

Job description

Financial Advisor Eastern Cape

Eastern Cape, Queenstown

Deadline: December 31, 2025

Role Purpose

Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its longterm viability, To assist clients with creating a personalised financial and investment plan through providing advice according to set company standards and procedures.

Requirements

• Matric / N4 Equivalent Qualification.
• FAIS requirements based on DOFA date.
• Relevant regulatory examinations if you are already working in the financial services industry.
• 5 years’ experience for individuals with matric.
• 1-2 years’ experience for individuals with undergraduate degree (preferred).
• Strong computer literacy skills.
• Fluency in English.
• Driver's license (desirable).

Duties & Responsibilities

• Engage with prospect clients to understand their financial needs.
• Sell products that align with the clients’ financial requirements.
• Accurately record client information and sales details.
• Achieve targets related to production, quality and conversion.
• Comply with legislative regulations and adhere to all compliance requirements.

Competencies

• Verbally fluent.
• Numerical reasoning ability.
• Be able to plan and manage their time.
• Self-reliant.
• Be resilient (drive, determination, risk tolerance, bounce back after setbacks).
• Manage relationships well.
• Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
• Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy).