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. The ideal candidate will be entrepreneurial, self-driven, and committed to providing exceptional financial advice to individual and corporate clients.
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
- Ability to build and maintain a client base
- Excellent communication, networking, and interpersonal skills
- Compliance and regulatory awareness in financial services
- Self-driven with an entrepreneurial mindset
Qualifications
None mentioned.
Salary & Benefits
WORKING MODEL OPTIONS
- Option 1: Income Ownership Model (50/30/20 Split)
- Revenue split: 50% Advisor / 30% Head Office / 20% Branch
- Full use of company’s infrastructure including:
- Office space & meeting facilities
- Administrative and compliance support
- Access to company platforms, investment tools, marketing/events
- Equity participation in company become a stakeholder in the business
- Full ownership of your income stream and client book
- Option 2: Financed Growth Model (Basic Salary + Client Book)
- Receive financing and a basic monthly income from Head Office
- Pre-allocated client book from Directors and Head Office
- Option to buy back your client book after a defined period
- Ideal for advisors needing support in the early stages of practice growth
Interested?
Please mail your CV to hr1@peopledimension.co.za. Shortlisted applicants will be contacted within 2 weeks, if you do not hear from us by then your application for this position was unsuccessful, but you have been added to our database for future vacancies.
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Other Finance/Accounting Jobs in Gauteng
The finance and accounting sector is a significant contributor to the economy of Gauteng, South Africa, providing numerous opportunities for professionals looking to advance their careers. With major financial institutions, banks, and multinational corporations based in the province, there is a high demand for skilled finance and accounting professionals.
Salary ranges in Gauteng are generally in line with national averages, but can vary depending on factors such as industry, company size, and level of experience. According to recent job postings, average salary ranges for finance and accounting positions in Gauteng include:
R250 000 – R350 000 per annum for junior finance professionals
R400 000 – R600 000 per annum for experienced accountants
R700 000 – R1 200 000 per annum for senior finance managers
Key skills required for success in the finance and accounting sector in Gauteng include:
Financial planning and analysis
Accounting standards and compliance (e.g. IFRS)
Data analytics and reporting
Communication and interpersonal skills
Budgeting and forecasting
Risk management
Business acumen and strategic thinking
Major employers in the finance and accounting sector in Gauteng include:
Standard Bank, one of South Africa’s largest banks, with its headquarters located in Sandton, Johannesburg.
Multinational corporations such as IBM, which has a significant presence in the province, and Unilever, a leading consumer goods company.
The Johannesburg Stock Exchange (JSE), which is also based in the province and provides opportunities for finance professionals to work in investment banking and stockbroking.
Career growth opportunities are available in the finance and accounting sector in Gauteng, with many companies investing in training and development programs to support their employees’ career progression. Senior finance managers can move into executive roles, while experienced accountants can take on leadership positions or start their own businesses. Additionally, the JSE offers a range of training programs and certifications for finance professionals, such as the Certified Financial Analyst (CFA) program.
Overall, the finance and accounting sector in Gauteng presents numerous opportunities for career advancement and professional growth, with a high demand for skilled professionals and competitive salary ranges.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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