Centurion: Financial Advisor / Planner

January 20, 2026 Jobs in Centurion

Job Description

About the Role

We are seeking a highly skilled and experienced Centurion to join our team as a Financial Advisor / Planner. As a key member of our financial services division, you will be responsible for providing expert advice to individuals and businesses, helping them achieve their financial goals and secure their financial futures. With a strong focus on building quality client relationships, creating tailored financial solutions, and staying up-to-date on the latest financial market trends, we are looking for someone who is not only knowledgeable but also passionate about delivering exceptional results.

Key Responsibilities

Conduct in-depth consultations with clients to understand their financial goals, risk tolerance, and current financial situation.
Develop financial solutions addressing wealth creation, debt management, and protection strategies.
Provide informed and strategic investment solutions, considering clients’ risk tolerance, investment horizon, and financial objectives.
Identify and mitigate financial risks and propose risk management strategies, including insurance and diversification, to safeguard clients’ financial security.
Design strategies to ensure financial independence during retirement.
Implement tax-efficient strategies to optimize clients’ financial situation and minimize tax liabilities.
Assist with estate structuring and drafting wills to ensure seamless asset transfer.
Offer financial solutions for business stability, including succession planning, risk management, and fringe benefits.
Enhance profitability by creating a tailored framework for managing finances effectively.

Requirements

Matric.
Own reliable vehicle and laptop.
Bachelor’s degree (BCom, BA, LLB, or related degree).
Bilingual in English and Afrikaans.
Experience in sales/key accounts/customer relations/marketing/business development.
Good interpersonal skills and ability to build and maintain quality client relationships.

Qualifications

Completed Bachelor’s degree (BCom, BA, LLB, or related degree).

Salary & Benefits

[Salary details will be discussed during the interview process.

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How to Apply

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

About Accounting / Finance Jobs in Tshwane

The accounting and finance sector in Tshwane is generally considered to be a stable and attractive field, with a strong demand for skilled professionals. Typically, this industry experiences moderate growth rates compared to other sectors, driven by the steady expansion of businesses across various industries. As such, job seekers can expect a relatively secure and competitive career path.

When it comes to salary expectations in Tshwane, it’s difficult to provide an exact range, as these can vary widely depending on factors like experience, company size, industry sector, and specific role requirements. Generally, accounting and finance professionals with relevant qualifications and experience can expect to earn broad salary ranges of R500 000 to R1,5 million per annum or more, although actual salaries may differ significantly from this range. It’s essential to note that these figures are only a rough guide and should not be taken as an accurate representation of individual earning potential.

Common skills required for accounting and finance roles in Tshwane include proficiency in financial software such as Excel, Xero, or SAP; strong analytical and problem-solving skills; attention to detail and organisational ability; excellent communication and interpersonal skills; knowledge of financial regulations and standards; and experience with budgeting, forecasting, and financial analysis. Additionally, having a degree in accounting, finance, or a related field is often preferred.

The accounting and finance sector can be found across various industries, including the financial services sector, technology industry, manufacturing sector, and public sector institutions. In Tshwane specifically, many businesses and organisations require skilled accountants and financiers to support their operations, providing a range of job opportunities for those in this field.

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Career development opportunities are available throughout the accounting and finance sector. Typically, professionals can expect to progress through roles such as accountant, financial analyst, or senior financial manager, before potentially moving into more senior leadership positions. Many accountants and financiers also choose to specialise in specific areas, such as tax, auditing, or investment analysis, which can lead to further career advancement opportunities.

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

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