Johannesburg: Financial Advisor posted by 3RC

January 14, 2026 Jobs in Central Johannesburg

Job Description

Job Specification: Financial AdvisorOverview

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.

Key Responsibilities

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

Minimum Requirements

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

Preferred Qualifications

Degree in Economics or Law (legal qualification) is highly advantageous
Track record of successfully managing client portfolios

Preferred Attributes

High level of integrity and ethical standards
Self-motivated and goal-oriented
Adaptability and commitment to ongoing professional development

Location

Positions Nationally available (even small remote towns)

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About Other Insurance Jobs in Gauteng

The Other Insurance (OI) industry is a significant sector in Gauteng, South Africa, offering a range of career opportunities for professionals with the right skills and experience. Typically, OI roles are in demand across various industries, including financial services, technology, and manufacturing, as companies seek to manage and mitigate risks associated with their operations.

Generally, OI specialists in Gauteng can expect salaries that vary widely depending on factors such as level of experience, company size, and industry sector. While broad salary ranges cannot be provided due to the variable nature of these factors, it is common for experienced OI professionals to earn between R600 000 and R1 200 000 per annum, while entry-level roles may start at around R300 000 to R500 000 per annum. However, salaries can fluctuate depending on individual circumstances.

Common skills required for OI roles in Gauteng include expertise in financial management, risk analysis, data interpretation, communication, and project management. Other essential skills often include proficiency in insurance software, analytical thinking, problem-solving, and the ability to work under pressure. Many OI professionals also hold relevant certifications or degrees in fields such as actuarial science, business administration, or economics.

The financial services sector is a significant employer of OI professionals in Gauteng, with other industries such as technology and manufacturing also commonly hiring for these roles. Other sectors that may employ OI specialists include healthcare, construction, and logistics. In terms of career development, many OI professionals in Gauteng progress to senior roles within their current organisations or move into related fields such as risk management, auditing, or claims handling.

For those seeking a career in OI, it is essential to develop a broad range of skills and experience, often through formal education and training. Many OI professionals in Gauteng have pursued certifications such as the Fellow of the Institute of Actuaries (FIA) or the Chartered Insurance Practitioner (CIP). Building strong relationships with clients, colleagues, and stakeholders is also crucial for success in this field.

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This information provides general career guidance. Actual salaries and requirements vary by employer.

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