Durban: FINANCIAL ADVISOR posted by CompitantCandidates

April 18, 2026 Jobs in Durban

CompitantCandidates

Kwazulu-Natal

Other Insurance

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 individuals and families across Durban.

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.
Educate clients about various financial concepts, investment options, and economic trends to enhance their financial literacy and empower them to make informed decisions.
Ensure 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.
Maintain the highest ethical standards and putting clients’ interests first in all financial recommendations and interactions.

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Requirements

Minimum bachelor’s degree in financial planning or similar. Regulatory Examination 5 for representatives. Certified Financial Planner Professional will be added advantage.

Salary & Benefits

Not specified

How to Apply

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

About Other Insurance Jobs in Kwazulu-Natal

The Other Insurance (OI) sector plays a vital role in the financial services industry, providing an essential layer of protection for individuals and businesses. In Kwazulu-Natal, South Africa, this field is generally in high demand, with many companies requiring OI professionals to manage their risk management and insurance operations.

Typically, salaries for Other Insurance positions in Kwazulu-Natal can range from R500 000 to R1 500 000 per annum, depending on factors such as experience, company size, and industry sector. However, please note that these figures are only a general guide and actual salaries may vary widely due to the unique requirements of each employer.

Common skills required for an OI role in Kwazulu-Natal include: business acumen; excellent communication and interpersonal skills; technical knowledge of insurance products and policies; analytical and problem-solving abilities; strong attention to detail and organisational skills; a proven track record of managing risk; and experience with regulatory requirements. These skills are generally accepted as industry standards, but individual employers may place varying emphasis on different qualifications.

The OI sector is often found in industries such as financial services, technology, manufacturing, and construction, where companies require robust insurance solutions to mitigate risk and ensure operational continuity. In Kwazulu-Natal, these sectors are well-represented, providing a diverse range of job opportunities for OI professionals.

View Job Hartbeespoort: Financial Accountant posted by Network Finance

In terms of career development, OI roles can provide a solid foundation for progression into more senior positions within the financial services industry or related fields. Many companies offer training and development programs to support employee growth, while also providing opportunities for internal mobility and advancement. For those looking to transition into an OI role from another industry or function, common starting points include risk management, underwriting, or broking.

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

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