Financial Advisor Johannesburg

Pivot Services; Johannesburg; On-site; ZAR 300,000 - 600,000; Full time

Job summary

PPS Insurance Financial Advisory in Johannesburg seeks an experienced Financial Advisor to deliver needs-based financial advice and solutions to members and clients. You will source new business, retain and service existing clients, and grow a portfolio by implementing PPS financial solutions aligned to each client's goals and circumstances.

The role emphasizes compliant advisory practices, strong client engagement, and a proven sales track record within the financial services industry.

Qualifications

• FAIS-recognised NQF Level 6 qualification (Level 7+ advantageous).
• RE5 completed.
• Successful completion of the supervisory process.
• Postgraduate Diploma in Financial Planning is advantageous.
• Minimum 2 years' experience in financial services sales/advice (risk and investment).

Responsibilities

• Deliver needs-based financial advice and solutions to members and clients.
• Source new business, retain and service existing clients.
• Grow a portfolio of eligible professionals by implementing PPS financial solutions.
• Align recommendations to each client's goals and circumstances.

Skills

Financial advice

Sales experience

Client relationship management

Education

FAIS-recognised NQF Level 6 tertiary qualification

RE5 completed

Supervisor process completed

Postgraduate Diploma in Financial Planning

Job description

Johannesburg, Parktown, Gauteng, South Africa

Added: 27 October 2026 Listing date: Not supplied

Verified listing Employer, application source and closing date checked before publication.

About the Role

Purpose of the Job: Exciting opportunities are available for Financial Advisors at PPS Insurance Financial Advisory. In this role, you will deliver professional, needs-based financial advice and solutions to members and clients. You will be responsible for sourcing new business, retaining and servicing existing clients, and growing a portfolio of eligible professionals by implementing PPS financial solutions aligned to each client’s goals and circumstances.

Qualifications and Experience

• Formal Qualifications (Minimum / Non-Negotiable) - FAIS-recognised NQF Level 6 tertiary qualification (NQF Level 7+ highly advantageous) - RE5 completed - Successful completion of the supervisory process - Advantageous Qualifications - Postgraduate Diploma in Financial Planning
• Minimum 2 years’ experience in the Financial Services industry in a sales and advice role (risk and investment)