Financial Advisor - Graduates & Early Career (Cape Town & Durban)

Oasis Crescent; Durban; On-site; ZAR 180,000 - 240,000; Full time

Benefits offered by this job

Structured Training Programme

Mentorship

Performance-Based Earning Potential

Career Progression

Professional Development

Job summary

Oasis Group Holdings in Durban seeks ambitious Finance graduates to join its Graduate Financial Advisor Programme. This role offers exposure to wealth management, financial planning, and client relationship management from day one.

As a Financial Advisor, you will analyze client needs, develop tailored plans, provide informed investment recommendations, and support senior advisors with portfolio reviews, onboarding, and compliance.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field.
• Excellent interpersonal, communication, and relationship-building skills.
• Strong attention to detail and administrative capabilities.
• Demonstrated professionalism, integrity, and ethical conduct.

Responsibilities

• Conduct comprehensive client needs analyses and assist in developing tailored financial plans.
• Provide clients with informed recommendations on investments and wealth management solutions.
• Build and maintain trusted, long-term client relationships.
• Support senior advisors with portfolio management, client reviews, and administrative processes.
• Assist with financial administration, client onboarding, documentation, compliance, and record-keeping.
• Attend structured product training and professional development sessions.
• Work towards relevant professional and regulatory qualifications.

Skills

Client relationship management

Communication skills

Attention to detail

Professional conduct

Education

Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field

Job description

Oasis Group Holdings is seeking ambitious Finance graduates and early-career finance professionals to join our Graduate Financial Advisor Programme in Cape Town and Durban.

This opportunity is ideal for candidates interested in wealth management, financial planning, and client relationship management, and who are looking to build a rewarding career within a structured, mentorship-driven environment.

Role and Responsibilities:

As a Financial Advisor, you will be immersed in a professional advisory environment from day one. Working alongside experienced Financial Advisors, you will:

• Conduct comprehensive client needs analyses and assist in developing tailored financial plans
• Provide clients with informed recommendations on investments and wealth management solutions
• Build and maintain trusted, long-term client relationships
• Support senior advisors with portfolio management, client reviews, and administrative processes
• Assist with financial administration, client onboarding, documentation, compliance, and record-keeping
• Attend structured product training and professional development sessions
• Work towards relevant professional and regulatory qualifications
• Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field
• Excellent interpersonal, communication, and relationship-building skills
• Strong attention to detail and administrative capabilities
• Demonstrated professionalism, integrity, and ethical conduct
• Results-driven mindset with the ambition to develop a successful client portfolio
• Valid South African ID or work permit
• Valid driver's licence, as this is a client-facing role that may require occasional travel

Advantageous:

• Experience in finance administration, investment administration, financial advisory support, or client service roles
• Progress toward FAIS compliance or Recognition of Prior Learning (RPL)
• Strong academic performance
• Demonstrable interest in financial planning, investments, wealth management, or advisory services
• Knowledge of financial products and regulatory frameworks within the South African financial services industry

What Oasis Group Holdings Offers:

We invest in our people with the same dedication and long-term commitment that defines our approach to asset management.

• Structured Training Programme - a clearly defined pathway from entry-level to qualified Financial Advisor
• Mentorship - direct guidance from seasoned professionals who are committed to your development
• Performance-Based Earning Potential - competitive remuneration with structured support
• Career Progression - a transparent route to full advisory qualification and advancement
• Professional Development - continuous training, regulatory education, and industry exposure

Application Requirements:

Interested candidates are invited to submit a comprehensive application including:

• National Senior Certificate (NSC)
• Proof of tertiary qualification(s)
• Academic transcript
• Certified copy of South African ID or valid work permit
• Copy of driver's licence

Available Positions:

Candidates are encouraged to indicate their preferred location within their application.

Start your career in wealth management with structured mentorship and professional development.