Job Description
About the Role
We are expanding our national footprint and are seeking ambitious, entrepreneurial Financial Advisors to join our growing team. Our main underwrite is Liberty, but we also have a brokerage with 60 different codes. This opportunity is ideal for experienced financial advisors, wealth consultants, insurance brokers, or sales professionals who are passionate about helping clients achieve their financial goals while building a successful practice of their own.
Key Responsibilities
- Build and maintain long-term client relationships
- Conduct financial needs analyses and provide suitable solutions
- Assist clients with wealth creation, investment planning, retirement planning, risk cover, and estate planning
- Generate new business through networking, referrals, and business development activities
- Maintain ongoing client reviews and service engagements
- Ensure compliance with industry regulations and company standards
- Achieve agreed sales and business growth targets
Requirements
- Previous experience in financial advisory, wealth management, insurance, investments, or financial services
- RE5 qualification advantageous
- Class of Business and FAIS compliance requirements advantageous
- Strong sales, networking, and relationship-building skills
- Self-motivated with an entrepreneurial mindset
- Excellent communication and interpersonal skills
- Own reliable transport and access to a laptop
- Existing client base will be highly advantageous
Qualifications
None mentioned.
Salary & Benefits
Commission-Based Only (Value proposition available on request)
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Other Finance/Accounting Jobs in Western Cape
In the Western Cape, the finance and accounting profession is a thriving industry with a strong demand for skilled professionals. Typically, the job market trends indicate a steady growth in the need for finance and accounting expertise across various sectors. This is often driven by the increasing importance of financial management, regulatory compliance, and data-driven decision-making in businesses.
When it comes to salaries, it’s common to see broad ranges varying depending on factors like experience, company size, and industry sector. Generally, entry-level positions can expect salaries ranging from R250 000 to R400 000 per annum, while senior roles may command salaries between R600 000 and R1 200 000 or more, depending on the individual’s qualifications and level of expertise.
Common skills required for finance and accounting roles in Western Cape include proficiency in financial software such as QuickBooks, Xero, or SAP; strong analytical and problem-solving skills; excellent communication and interpersonal skills; attention to detail and organisational abilities; knowledge of tax laws and regulations; and experience with budgeting and forecasting tools. Typically, a degree in commerce, accounting, or a related field is also essential.
Industry sectors commonly employing finance and accounting professionals include the financial services sector, technology industry, manufacturing sector, and corporate organisations. These roles often involve providing financial guidance, managing budgets, preparing financial reports, and ensuring compliance with regulatory requirements.
For those looking to advance their careers in finance and accounting, career development opportunities abound. Typically, experienced professionals can move into senior management positions or pursue specialisations like forensic accounting, audit, or financial planning. Others may choose to transition into related fields like business consulting, investment banking, or entrepreneurial ventures. With continuous learning and professional development, finance and accounting professionals in Western Cape can enjoy a rewarding and challenging career with opportunities for growth and advancement.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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