Personal Financial Advisor - Durban

The Personnel Corporation; Durban; On-site; ZAR 300,000 - 700,000; Full time

Benefits offered by this job

Commission earnings

Training allowance

Weekly incentives

Annual bonus

Employee benefits

Professional development

Business support

Additional incentives

Recurring income

Trail commission protection

Job summary

The Personnel Corporation is seeking an experienced Financial Adviser to join a leading financial services organisation in the Western Cape. You will understand clients’ financial needs and provide professional financial advice, implementing suitable plans to help clients reach long-term goals.

Grow a lasting client base, develop business through networking, and maintain high standards of service while meeting agreed targets.

Qualifications

• Matric/Grade 12 is required.
• RE5 Regulatory Examination completed.
• Compliance with DOFA and fit-and-proper standards.
• Relevant Class of Business certificates.
• FSCA-approved qualification.

Responsibilities

• Identify and assess clients’ financial needs and objectives.
• Provide sound financial advice and recommend suitable products.
• Develop and implement tailored financial plans.
• Generate new business through networking and relationship-building.
• Grow existing client relationships and opportunities.
• Maintain a strong client base and deliver high service standards.
• Meet sales, activity, and business development targets.
• Demonstrate discipline and resilience in sales activities.
• Comply with financial services regulatory requirements.

Skills

Communication skills

Interpersonal skills

Negotiation

Networking

Prospecting

Client relationship management

Self-management

Discipline

Tenacity

Professionalism

Education

Grade 12

RE5

DOFA compliance

Class of Business certificates

FSCA qualification

Job description

Durban, South Africa | Posted on 24/10/2026

The Personnel Corporation is a HR Consultancy situated in Cape Town, South Africa that provides end-to-end easy to implement people solutions to small and medium-sized businesses, right through to large multinational enterprises, nationwide.

Job Description

Location: Western Cape, South Africa

Employment Type: Commission-Based

Reporting to: Branch Manager

About the Role

The Personnel Corporation is seeking an experienced and driven Financial Adviser to join a leading financial services organisation in the Western Cape.

The successful candidate will be responsible for understanding clients’ financial needs, providing professional financial advice, and recommending and implementing suitable financial plans and solutions to help clients achieve their long-term financial goals.

This opportunity is suited to an adviser with an established understanding of financial advisory services, strong business development skills and the ability to build lasting client relationships.

Key Responsibilities

• Identify and assess clients’ financial needs, objectives and circumstances.
• Provide sound financial advice and recommend appropriate financial products and solutions.
• Develop and implement financial plans tailored to individual client requirements.
• Generate new business through prospecting, networking and relationship building.
• Grow existing client relationships by identifying opportunities to introduce additional products and services.
• Build and maintain a strong client base to support long-term business growth.
• Maintain professional client relationships and deliver a high standard of service.
• Work towards agreed sales, activity and business development targets.
• Demonstrate discipline, resilience and consistency in executing sales activities.
• Comply with applicable financial services regulatory requirements and fit-and-proper standards.

Required Skills and Competencies

• Strong communication and interpersonal skills.
• Excellent negotiation and influencing abilities.
• Effective networking and relationship-building skills.
• Proven ability to generate new business and identify sales opportunities.
• Ability to grow and retain existing client relationships.
• Strong self-management, discipline and execution.
• Tenacity, resilience and a results-driven approach.
• Professionalism and a client-focused mindset.

Employment Equity

Appointments will be made in accordance with the employer’s Employment Equity Plan and the requirements of the relevant business unit.

Requirements

• Grade 12 (Matric) certificate.
• At least 2 years’ experience in a financial advisory role.
• RE5 Regulatory Examination successfully completed.
• Compliance with applicable DOFA and Fit and Proper requirements.
• Relevant Class of Business certificates.
• An FSCA-approved qualification.
• A valid driver’s licence and access to a reliable vehicle.
• Ability to pass criminal and credit checks.

Required Skills and Competencies

• Strong communication and interpersonal skills.
• Excellent negotiation and influencing abilities.
• Effective networking and relationship-building skills.
• Proven ability to generate new business and identify sales opportunities.
• Ability to grow and retain existing client relationships.
• Strong self-management, discipline and execution.
• Tenacity, resilience and a results-driven approach.
• Professionalism and a client-focused mindset.

Benefits and Incentives

• Commission earnings: 75%–100% commission share when applicable targets are achieved.
• Training allowance: R20,000 per month during the first three months of training, subject to the applicable programme terms.
• Weekly activity incentives: Potential bonuses of up to R2,000 per week.
• Annual performance bonus: Qualifying advisers may earn bonuses of R75,000 or more.
• Employee benefits: Access to medical aid, retirement and group life benefits, subject to applicable eligibility and scheme conditions.
• Professional development: Support with industry-related qualifications and opportunities for career progression.
• Business support: Access to specialist support staff and upmarket office facilities at no cost.
• Additional incentives: Opportunities to qualify for periodic competitions, share awards, and regional or international conventions.
• Recurring income opportunities: Potential to benefit from existing income flows, subject to the applicable arrangements.
• Trail commission protection: Provision for 100% of trail flows to be paid to the adviser’s estate or nominated beneficiary in the event of death or disability, subject to the applicable terms.