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Legal Advisor: Client Agreements & Compliance
Landbank . S.A.
Financial Advisor
Job summary
A financial services firm is seeking qualified Financial Advisors in Midrand, Gauteng. Successful candidates will provide expert financial advice, develop tailored solutions for clients, and ensure compliance with regulatory requirements. The role demands strong analytical and interpersonal skills. Ideal applicants will have a RE5 qualification, a NQF Level 5 in finance, and at least 3 years of experience. Opportunities are available nationally, including remote options.
Qualifications
- Compulsory RE5 qualification.
- NQF Level 5 qualification is highly preferred.
- At least 3 years’ experience in a financial advisory role.
Responsibilities
- Provide comprehensive financial advice on various products.
- Develop customized financial plans for clients.
- Build long-term client relationships.
Skills
Education
Tools
Our clients are looking for qualified and experienced Financial Advisors to join their teams. The successful candidates will provide expert financial advice, develop tailored solutions for clients, and ensure compliance with regulatory requirements. This role requires an individual with strong analytical skills, a customer-focused approach, and the necessary industry qualifications.
- Provide comprehensive financial advice to clients on investments, insurance, estate planning, and retirement options
- Assess client needs and develop customised financial plans and recommendations
- Source new business opportunities and build strong, long-term client relationships
- Ensure compliance with all relevant regulatory requirements and internal procedures
- Stay updated with financial market trends, products, and changes in legislation
- Maintain accurate records and prepare required reports
- Assist clients with claims, policy updates, and service queries
- RE5 qualification (compulsory)
- NQF Level 5 qualification in finance, insurance, economics, or legal studies
- At least 3 years’ experience as a financial advisor or in a related financial services role
- Strong understanding of financial products, investment vehicles, and regulatory environment
- Excellent interpersonal, communication, and relationship-building skills
- Proficiency in financial planning tools and MS Office
- Degree in Economics or Law (legal qualification) is highly advantageous
- Track record of successfully managing client portfolios
- High level of integrity and ethical standards
- Self-motivated and goal-oriented
- Adaptability and commitment to ongoing professional development
- Positions Nationally available (even small remote towns)
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.