Job Description
About the Role
A leading Financial Services company based in Johannesburg is seeking a motivated and client-focused Financial Advisor to join their team. As a key member of the team, you will be responsible for providing financial planning and advice to individual and corporate clients, while also building and managing a sustainable book of business.
Key Responsibilities
- Provide financial planning and advice to individual and corporate clients
- Build and manage a sustainable book of business
- Conduct client reviews, needs analysis, and provide tailored wealth solutions
- Adhere to the company’s compliance and professional standards
- Continuously stay up to date with industry regulations, trends, and company platforms
- Participate in branch activities, training, and client events
Requirements
- RE5 qualification (Compulsory)
- CFP® designation (Certified Financial Planner) – Advantageous
- Proven track record in financial advice or wealth management
- Strong understanding of investment products, estate planning, risk cover, and retirement solutions
- Excellent communication, networking, and interpersonal skills
- Compliance and regulatory awareness in financial services
Qualifications
None mentioned.
Salary & Benefits
Not specified.
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Accounting / Finance Jobs in West Johannesburg
In the field of accounting and finance in West Johannesburg, South Africa, the job market is generally characterized by a strong demand for skilled professionals. Typically, this industry encompasses various sectors, including financial services, technology, manufacturing, and more, which often require expertise in financial management, analysis, and planning.
When it comes to salary expectations, it’s common for accounting and finance professionals to earn broad ranges that vary depending on factors such as experience, company size, and industry sector. Generally, salaries can range from R500 000 to over R1 million per annum, although these figures are only a rough guide, as actual salaries may differ significantly. Factors such as specific job duties, level of seniority, and company performance also play a role in determining salary ranges.
Common skills required for accounting and finance roles typically include proficiency in financial software applications, strong analytical and problem-solving skills, attention to detail, excellent communication and interpersonal skills, and the ability to interpret and present complex financial data. Additionally, knowledge of accounting standards, tax laws, and financial regulations is often essential. Many employers also place a high value on relevant professional certifications, such as CIMA or FCA qualifications.
Industry sectors that commonly employ accountants and finance professionals include the financial services sector, technology industry, manufacturing sector, and more. These roles may involve tasks such as financial planning, budgeting, forecasting, and reporting, as well as providing expert advice to management on matters related to financial performance and strategy.
For those looking to pursue a career in accounting and finance, career development opportunities are often plentiful. Typically, professionals can progress from junior roles to senior positions within companies, or explore specialized fields such as audit and assurance, taxation, or investment banking. With the right qualifications, experience, and networking skills, accountants and finance professionals can also consider starting their own businesses or pursuing leadership roles in various industries.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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