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Qualified Financial Advisor
Succession Financial Planning
Cape Town
Hybrid
ZAR 400 000 - 1 200 000
Full time
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Job summary
A financial advisory firm in Cape Town is looking for a Qualified Financial Advisor to engage with clients and develop comprehensive financial plans tailored to their needs. The ideal candidate will possess strong analytical and communication skills and may hold relevant certifications like CFP. This is a full-time hybrid role, offering flexibility with work-from-home options. The position promises a fulfilling career dedicated to helping clients achieve financial freedom.
Qualifications
- Experience in Retirement Planning and Investments needed.
- Ability to work independently and in a hybrid environment required.
- Experience in client relationship management is beneficial.
Responsibilities
- Engage with clients to provide comprehensive financial planning services.
- Analyze clients' financial situations and develop tailored financial plans.
- Monitor financial portfolios and ensure clients' financial well-being.
Skills
Education
- Qualified Financial Advisor in South Africa
Showing 408 Qualified Financial Advisor jobs in South Africa
Posted today
Company Description
Succession Financial Planning Advisory Services is a licensed financial services provider dedicated to fostering lasting partnerships between clients and advisers. Our mission is to help each client achieve financial freedom and wellness, regardless of their life stage. We aim to guide our clients towards their financial goals through informed advice and strategic planning.
Role Description
This is a full‑time hybrid role for a Qualified Financial Advisor, based in South‑Africa with some work‑from‑home flexibility. The Financial Advisor will engage with clients to provide comprehensive financial planning services, including retirement planning, investment advice, and financial advisory. On a daily basis, the advisor will analyze clients' financial situations, develop tailored financial plans, monitor financial portfolios, and ensure clients' financial well‑being through strategic investment decisions.
Qualifications
- Financial Planning, Finance, and Financial Advisory skills
- Experience in Retirement Planning and Investments
- Strong analytical and strategic thinking abilities
- Excellent communication and interpersonal skills
- Ability to work independently and in a hybrid environment
- Relevant certifications such as CFP (Certified Financial Planner) are a plus
- Experience in client relationship management is beneficial
This advertiser has chosen not to accept applicants from your region.
R400000 - R1200000 Y IWCP : Insurance & Wealth Creation Professionals
Posted today
Company Description
IWCP: Insurance & Wealth Creation Professionals brings over 100 years of industry management experience, dedicated to your personal success through structured development paths and mentorship programs. We create an environment where motivated individuals with a positive attitude can make a real difference in their lives and the lives of others. Our tailored Financial Plans cover investments, insurance, and retirement planning, aiming to create wealth and financial peace of mind for our clients. The company provides full training, accreditation, and licensing by the Financial Services Board.
Role Description
This is a full‑time on‑site role for a Qualified Financial Advisor located in Johannesburg. The Financial Advisor will be responsible for creating and managing financial plans, providing financial advisory services, and assisting clients with investments and retirement planning. Day‑to‑day tasks include meeting with clients, assessing their financial needs, developing tailored financial solutions, and maintaining ongoing client relationships.
Qualifications
- Financial Planning, Finance, and Retirement Planning skills
- Investments and Financial Advisory skills
- Grade 12 (Matric); Tertiary qualification will be advantageous
- Clear credit record, with no criminal record
- Entrepreneurial mindset and tenacity
- Exceptional interpersonal skills and an established client network
- Effective planning, organizing, and time management skills
- Ability to work on‑site in Johannesburg
Parktown North, Gauteng R1200000 - R2400000 Y Network Finance.
Posted today
Reference: NFU -AG-1
Are you a dynamic finance professional ready to move beyond the numbers and into the driver's seat of strategic decision-making? Duties & Responsibilities We're hunting in the Investments and Private Equity space, and seeking an exceptional FP&A Lead to steer financial insights, performance analysis, and value creation across a diverse portfolio.
Key Responsibilities:
- Lead financial planning, forecasting, and analysis for investment portfolios and fund operations.
- Partner with executives to evaluate new deals, model returns, and assess portfolio performance.
- Develop data‑driven insights to support capital allocation, fundraising, and exit strategies.
- Present key findings and recommendations to C‑suite and investment committees.
- CA(SA) / CFA qualification (or equivalent) with 5–8+ years in FP&A, investments, or private equity.
- Strong background in financial modeling, valuations, and strategic analysis.
- A commercial mindset with the ability to turn data into actionable business insights.
For more exciting (Finance/ Engineering/ IT / Supply Chain / Commercial & C‑Suite) vacancies, please visit:
We also specialize in recruiting in the following:
- Junior to senior Finance professionals within Insurance, Banking, investments, and financial services
Ameer Gajadur
Finance Recruitment Specialist
R900000 - R1200000 Y Communicate Finance
Posted today
Reference: CTF -CJ-1
Are you passionate about using your financial expertise to make a real impact? Join a purpose‑driven travel group that's redefining what it means to explore Africa. We believe travel should be a force for good—creating thriving ecosystems and empowering local communities. The team is committed to sustainability, innovation, and growth. With ambitious plans to scale their operations and enhance guest experiences, we're looking for an FP&A Manager who can bring sharp analytical skills and strategic thinking to the table. Duties & Responsibilities
Be part of an industry leader driving positive change through responsible travel.
Work in a culture that values growth, purpose, and progress beyond profit.
Access extensive training resources, including over 130 learning modules.
Enjoy flexibility with a hybrid work model—combine office collaboration with remote work.
Your Role in the Team
As FP&A Manager, you'll be the go‑to expert for financial insights that shape strategic decisions. You'll manage forecasting, budgeting, and performance analysis while collaborating across teams to ensure financial clarity and impact.
What You'll Do
Take ownership of the full forecasting and budgeting cycle, delivering clear performance and variance analysis
Build and refine financial models that support key business decisions
Provide actionable insights on pricing strategies and commercial initiatives
Develop and maintain accurate financial forecasts and budgets
Deliver timely reports and ad‑hoc analysis to senior management
Spot trends, identify variances, and recommend improvements to enhance financial performance
Contribute to board presentations and strategic financial reports
Partner with cross‑functional teams to gather data and strengthen decision‑making
Drive continuous improvement in financial planning processes
What We're Looking For
Strong grasp of financial principles and accounting systems
Detail‑oriented with exceptional analytical and logical thinking skills
Ability to translate complex data into clear, actionable insights
Qualification:
CA(SA)/CIMA/Degree + experience
Minimum 3+ years commercial experience in a similar role
Contact CORNE JONKER on , quoting the Ref: CTF .
Connect with us and Register your CV to create a profile and to view all our Financial recruitment vacancies.
Let us assist you with your career. For further Finance jobs, Accountant jobs, Financial Manager vacancies and Management Accountant vacancies.
Package & Remuneration R Annually
R104000 - R208000 Y Liberty Standard Bank Group
Posted today
Introduction
we are seeking dynamic individuals with a financially broad understanding of financial management principles to represent Liberty and to form a strong business foundation to help more customers get financially savvy. Liberty offers a mentorship programme designed to equip you with adequate training and offering a lucrative opportunity for career growth .
You will be required to use your network skills to search for potential leads , close off deals , obtain prospective clients and maintain strong relationships with clients
Desired Experience & Qualification- Matric (non Negotiable)
- Relevant tertiary qualifications
- Clear criminal and credit record
- Valid drivers licence (non Negotiable )
- Own laptop ( Non Negotiable)
R1200000 - R2400000 Y Communicate Ct
Posted today
Are you passionate about using your financial expertise to make a real impact? Join a purpose‑driven travel group that's redefining what it means to explore Africa. We believe travel should be a force for good—creating thriving ecosystems and empowering local communities. The team is committed to sustainability, innovation, and growth. With ambitious plans to scale their operations and enhance guest experiences, we're looking for an FP&A Manager who can bring sharp analytical skills and strategic thinking to the table.
Be part of an industry leader driving positive change through responsible travel.
Work in a culture that values growth, purpose, and progress beyond profit.
Access extensive training resources, including over 130 learning modules.
Enjoy flexibility with a hybrid work model—combine office collaboration with remote work.
Your Role in the Team
As FP&A Manager, you'll be the go‑to expert for financial insights that shape strategic decisions. You'll manage forecasting, budgeting, and performance analysis while collaborating across teams to ensure financial clarity and impact.
What You'll Do
Take ownership of the full forecasting and budgeting cycle, delivering clear performance and variance analysis
Build and refine financial models that support key business decisions
Provide actionable insights on pricing strategies and commercial initiatives
Develop and maintain accurate financial forecasts and budgets
Deliver timely reports and ad‑hoc analysis to senior management
Spot trends, identify variances, and recommend improvements to enhance financial performance
Contribute to board presentations and strategic financial reports
Partner with cross‑functional teams to gather data and strengthen decision‑making
Drive continuous improvement in financial planning processes
What We’re Looking For
Strong grasp of financial principles and accounting systems
Detail‑oriented with exceptional analytical and logical thinking skills
Ability to translate complex data into clear, actionable insights
Qualification:
CA(SA)/CIMA/Degree + experience
Minimum 3+ years commercial experience in a similar role
Contact CORNE JONKER on , quoting the Ref: CTF .
Connect with us and Register your CV to create a profile and to view all our Financial recruitment vacancies.
Let us assist you with your career. For further Finance jobs, Accountant jobs, Financial Manager vacancies and Management Accountant vacancies.
Package & Remuneration R Annually
R1000000 - R1200000 Y The Recruitment People
Posted today
Reference: Cen -VR-2
Global Leader seeks newly qualified Chartered Accountant to join their team in a FP&A role
This individual will play a critical role in the company's financial planning, forecasting, and analytical efforts.
Are you a newly qualified CA(SA) with an analytical mindset and keen interest in next‑gen technological solutions?
And then…
Disclaimer
Thank you for submitting your CV. We will assess your suitability for the existing vacancies and retain your CV in our database in accordance with the Protection of Personal Information Policy. We will contact you should your CV be suitable for any available positions. You have the right to "Opt‑Out" of electronic communications from us at any time and you also have the right to request us to delete your information by sending a request to If you do not wish us to retain your details, please advise us and your details will be deleted from our records. Package & Remuneration R Annually
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R250000 - R500000 Y Liberty Standard Bank Group
Posted today
Duties & Responsibilities
- Build relationships with new and existing clients to understand their financial goals.
- Conduct a financial needs analysis and develop financial plans for clients.
- Conduct research on investment options, insurance policies, and other financial products.
- Maintain accurate client records using CRM and financial planning software.
- Gather and analyse client financial data (income, expenses, assets, liabilities)
- Monitor financial markets and industry news to support investment strategies.
- Attend training sessions, workshops, and stay updated on financial regulations and trends.
- Ensure compliance paperwork and documentation for regulatory requirements is in order.
- Create reports and visual summaries (e.g. charts, presentations) for client meetings.
- 1 years' experience in sales & client servicing (preferred)
- Minimum NQF 5 qualification in Wealth Management / Financial Planning / Finance /
- Banking (or any related fields)
- Strong interpersonal and client relationship skills
- Self‑motivated, ethical, and goal‑oriented
Johannesburg, Gauteng The Recruitment Council
Posted 9 days ago
Are you a highly skilled and experienced Financial Planning Associate looking to join an independent financial planning business that sets the industry standard?
This role is the engine room of our advice process, offering you a unique opportunity to work on complex financial strategies and ensure legal compliance within a highly professional environment.
Responsibilities:
Financial Needs Analysis (FNA): Prepare comprehensive FNAs across Risk, Pre‑retirement, and Post‑retirement planning.
Portfolio Strategy: Prepare investment proposal documents, review existing client portfolios, and create detailed review files.
Compliance & Administration: Ensure all client files adhere to POPI, FICA, and FAIS legislation requirements. You will also perform quality control on quotations, submissions, and oversee the implementation process.
Client & Advisor Support: Manage client relationships , set up review appointments , and act as the liaison with product providers to follow up on submitted instructions and research new and existing products.
Qualifications and Experience:
A minimum of 5 years in a similar Para‑planning role.
R400000 - R800000 Y Alpha & Omega Advisory | End-to-End HR, Payroll, Hiring & Background Check Services for South Africa
Posted today
Exciting Opportunity for Sales Professionals New to Financial Services
Are you a motivated sales professional with strong communication skills and a passion for building relationships? Are you ready to launch your career in the financial services industry with a trusted, supportive team?
We're looking for dynamic individuals with sales and cold calling experience who are eager to develop their own client network and grow in a rewarding financial planning role.
What We Offer:
- Fully equipped office space with comprehensive infrastructure tailored for financial planners
- Complete administration support from new business finalisation to client retention
- Professional telephony services including internet, email, voice logging, and secure data storage
- Access to expert business coaching and client advice support
- Practice management assistance to keep you on track
- Technical and soft skills training to develop your industry knowledge
Competitive remuneration:
Choice of different Sanlam adviser contracts
- Up to 100% commission on sales
Vesting bonuses for the first 2 years
Support with purchasing technology equipment
- Membership of Pension Funds and Group Life Schemes
- Ongoing training via Sanlams Academy and support with industry qualifications
- Access to mobile nurses for client medicals
- Assistance from sales consultants and product specialists
- Compliance, marketing, and legal support
- Financial planning tools to help you succeed
Your Key Responsibilities:
- Build and maintain long‑term relationships with clients
- Provide personalized financial planning and advice tailored to client needs
- Identify client needs and recommend suitable financial solutions
- Maintain excellent service orientation with frequent client contact
What Were Looking For:
- Sales experience with a proven ability to generate leads and close deals
- Experience with cold calling and developing new business
- Strong verbal communication and presentation skills
- Ability to build and grow your professional network
- Self‑motivated with an entrepreneurial mindset
- Computer literate and organized
- Grade 12 or equivalent
- Valid drivers license and own vehicle (Must have)
- Clean criminal record and good credit history
Previous financial services experience is a plus but not essential we provide all the training and support you need
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