Hybrid Durban Financial Advisor – Build Wealth & Retirement

Hire Right Solutions; Durban; Hybrid; ZAR 180,000 - 300,000; Full time

Job summary

Hire Right Solutions in Durban is seeking a full-time Financial Advisor for a hybrid role with partial work-from-home flexibility. The position offers a commission-based structure and requires FAIS-compliant qualifications, RE5, CPD, and a valid driver’s licence.

You will meet clients to assess goals, tailor financial plans, advise on investments and retirement strategies, and maintain ongoing relationships with regular reviews while ensuring compliance and documentation standards are met.

Qualifications

• Minimum 2 years' experience in long-term insurance, ideally as Financial Advisor or Financial Planner.
• FAIS-compliant qualifications with at least 120 FAIS credits.
• RE5 certificate is required.
• CPD hours maintained and regulatory compliance observed.
• Strong ability to build and maintain client relationships and identify financial needs.
• Knowledge of life, disability, severe illness and retirement planning.
• Valid driver’s licence and own transport.
• Ability to work independently in a commission-based environment.
• Strong administrative skills for accurate client records and regulatory documentation.

Responsibilities

• Meet with clients to assess financial goals and needs.
• Prepare and present tailored financial plans.
• Advise on investments, retirement strategies and overall financial health.
• Maintain ongoing client relationships through regular reviews.
• Monitor market trends and product developments to inform recommendations.
• Ensure all recommendations comply with regulatory and ethical standards.
• Build a client base, follow up on leads and expand relationships.
• Maintain accurate records and collaborate with internal teams or partners.

Skills

Client relationship management

Communication skills

Independent worker

Target achievement

Documentation & compliance

Education

FAIS-compliant qualifications

120 FAIS credits

RE5 certificate

CPD hours compliance

Job description

Hire Right Solutions in Durban is seeking a full-time Financial Advisor for a hybrid role with partial work-from-home flexibility. The position offers a commission-based structure and requires FAIS-compliant qualifications, RE5, CPD, and a valid driver’s licence.

You will meet clients to assess goals, tailor financial plans, advise on investments and retirement strategies, and maintain ongoing relationships with regular reviews while ensuring compliance and documentation standards are met.