Menu Close

Durban: FINANCIAL ADVISOR

Advertisement



Job Description

About the Role

A national new generation independent financial planning business is seeking a Financial Advisor to join their team, providing comprehensive financial solutions to clients across Durban. As a key member of the team, you will be responsible for delivering exceptional client service and driving business growth.

Key Responsibilities

  • Conduct comprehensive financial assessments of clients, understanding their financial goals, analysing their current financial situation, and create personalised financial plans to achieve those goals.
  • Recommend suitable investment strategies and products based on the client’s risk tolerance, time horizon, and financial objectives.
  • Monitoring and managing investment portfolios to optimize performance and align with the client’s goals.
  • Assist clients in planning for their retirement by estimating retirement needs, recommending retirement accounts, and devising strategies to accumulate sufficient funds for a comfortable retirement.
  • Provide guidance on tax-efficient investment strategies and suggest ways to reduce tax liabilities through proper tax planning techniques.
  • Educating clients about various financial concepts, investment options, and economic trends to enhance their financial literacy and empower them to make informed decisions.
  • Ensuring compliance with relevant financial regulations, laws, and industry standards, as well as maintaining appropriate fit and proper requirements.
  • Build strong, long-term relationships with clients by providing exceptional service, regular communication, and being accessible to address their financial concerns.
  • Stay informed about the latest market trends, economic developments, and financial products to offer well-informed advice to clients.
  • Engage in ongoing education and training to stay updated on industry changes, new investment options, and evolving financial planning strategies.
  • Build and expanding a network of potential clients and industry contacts to grow your client base and business.

Requirements

Minimum bachelors degree in financial planning or similar. Regulatory Examination 5 for representatives.

View Job  Durban: Divisional Accountant

Qualifications

CERTIFIED FINANCIAL PLANNER Professional will be added advantage.

Salary & Benefits

Salary details not specified.

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Accounting / Finance Jobs in eThekwini

The accounting and finance industry is a vital component of eThekwini’s economy, providing essential services to businesses, governments, and individuals. Generally, job seekers in this field can expect a stable and secure career with opportunities for growth and development. Typically, roles in accounting and finance are found across various industries, including financial services sector, technology industry, manufacturing sector, and public sector.

Salaries for accounting and finance professionals in eThekwini vary widely depending on factors such as experience, company size, and industry sector. Common salary ranges for entry-level positions typically start between R200 000 to R300 000 per annum, while senior roles can range from R500 000 to R800 000 or more. However, these figures are general estimates and actual salaries may vary significantly. It is essential to research the specific job market and industry trends to determine realistic salary expectations.

Common skills required for accounting and finance roles in eThekwini include proficiency in financial software, such as SAP or Oracle; strong analytical and problem-solving skills; excellent communication and interpersonal skills; experience with budgeting, forecasting, and financial analysis tools; a solid understanding of tax laws and regulations; and a degree in accounting or finance. Additionally, many employers require candidates to hold relevant professional certifications, such as the Chartered Accountant (SA) designation.

Accounting and finance professionals can be found across various industries, including financial services sector, technology industry, manufacturing sector, and public sector. The financial services sector is often a major employer of accounting and finance professionals in eThekwini, while the technology industry also provides many opportunities for growth and development. Other industries, such as manufacturing and construction, also require skilled accounting and finance professionals to manage their finances effectively.

View Job  Durban: Executive Personal Assistant to the CEO – Ballito

Career development opportunities are abundant in the accounting and finance field, with many employers offering training and development programs to help employees advance in their careers. Typically, experienced accountants can move into senior roles or take on leadership positions within their companies. With experience and additional certifications, accountants can transition into management roles, such as financial controller or accountant manager, or pursue career paths in finance consulting or public practice.


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



GO APPLY NOW

Safe & secure application process

Advertisement


Advertisement



Get Similar Job Alerts
Enter your WhatsApp number (e.g., +27740908132)
You'll receive alerts for new jobs in Durban, eThekwini


Job Seeker Tip

Learn the common software and tools used in your industry - stay current with technology.

How to Apply

Click “GO APPLY NOW” to visit the company’s application page.
Follow their instructions carefully.

View Job  Johannesburg: Dealership VSB Clerk

JVR Jobs connects you with employers – we don’t process applications directly.

Latest Job Opportunities

Gauteng: Business Development Representative posted by GAP Consulting

Jobs in Gauteng April 11, 2026
Automotive Management GAP Consulting

Minimum Requirements:Must have a minimum of 5 years Sales experience within the Transport or Heavy Commercial Manufacturing IndustryDiploma in Sales…

View Job

Limpopo: FOH Assistant posted by Craven Cottage CC

Jobs in Limpopo April 11, 2026
Craven Cottage CC Game Ranger

Duties: Guest Check Ins and Check OutsGuest OrientationRoom ChecksAssisting in the Curio shopHostingPerforming reception and administrative dutiesDaily and...

View Job

North West: Sous Chef posted by Craven Cottage CC

Jobs in North West April 11, 2026
Craven Cottage CC Game Ranger

Duties: To ensure the efficient and profitable running of the kitchen under the leadership of the Executive Chef.Versatile and able…

View Job

Limpopo: Kitchen Manager posted by Bright Placements (PTY) Ltd

Jobs in Limpopo April 11, 2026
Bright Placements (PTY) Ltd Chef Cook Kitchen Manager

Minimum Requirements:Diploma or certificate in Culinary Arts or Hospitality ManagementProven experience as a Kitchen Manager, Head Chef, or similar role...

View Job

Limpopo: Executive Chef posted by Bright Placements (PTY) Ltd

Jobs in Limpopo April 11, 2026
Bright Placements (PTY) Ltd Chef Cook Kitchen Manager

We are looking for a talented Executive Chef to lead our culinary team in a luxury lodge environment. This role…

View Job

Limpopo: Kitchen Manager posted by Bright Placements (PTY) Ltd

Jobs in Limpopo April 11, 2026
Bright Placements (PTY) Ltd Chef Cook Kitchen Manager

Minimum Requirements:Diploma or certificate in Culinary Arts or Hospitality ManagementProven experience as a Kitchen Manager, Head Chef, or similar role...

View Job

Browse Employers

View All

Job Alerts


Share this to someone who needs a job:
Posted in Jobs in Durban, Jobs in Durban Area, Jobs in eThekwini

More Jobs in Your Area