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Financial Advisor

Financial Advisor

Johannesburg

Accounting / Finance
2026-05-26


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NOW HIRING: Financial Advisor Location: South of Johannesburg (Hybrid role available) Compensation: Commission-based earning potential A leading financial services client is seeking an experienced Financial Advisor to join their growing team. This is an excellent opportunity for a driven professional looking to build a strong client portfolio and grow within the financial services industry. What We Offer: Commission-based earning structure with strong growth potential Hybrid working model with flexibility for remote work Opportunity to build and expand your own client base Long-term career development in financial services Key Responsibilities: Provide clients with tailored financial advice and planning solutions Develop and manage comprehensive financial plans Guide clients on investment strategies and portfolio growth Conduct risk analysis and retirement planning Review and optimise client investment portfolios Perform market research and financial analysis Build and maintain long-term client relationships Stay up to date with financial regulations and market trends Minimum Requirements: Minimum 2 years experience in financial planning with a registered financial service provider FSCA representative (date of first appointment required) Bachelors degree or diploma in Finance, Economics, Risk Management, Business, Insurance, or related field Industry-recognised qualification Key Skills: Strong financial planning and investment knowledge Excellent analytical and problem-solving ability Strong communication and interpersonal skills Ability to work independently and within a team Experience in financial services or related sectors


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Financial Advisor

Financial Advisor

Pretoria

Sales
2026-05-13


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Independent Financial Advisor (Credit & Lending Specialist) Location & Remuneration Location: Pretoria (Centurion Area) Type: Full-Time / Permanent Remuneration: Competitive Basic High-Incentive Commission Structure The Opportunity Are you a high-energy financial professional with a passion for the lending landscape? Join one of Pretorias fastest-growing financial services firms. Over the last 7 years, they have scaled rapidly, moving into stunning, modern premises designed for a team that thrives on an upbeat and energized atmosphere. They provide the qualified leads; you provide the expertise and the drive to help clients secure their financial futures through strategic credit and property finance solutions. Key Responsibilities Portfolio Building: Actively managing and growing your own client base. Outbound Consultation: Engaging with qualified leads via telephone to provide expert advice on Home Loans, Personal Loans, and various credit products. Expert Advice: Navigating South African financial services laws to ensure clients receive compliant, high-quality financial guidance. Sales Excellence: Utilizing your superior selling skills to convert leads into long-term clients. Requirements Regulatory Exam (RE5): Fully qualified and up to date. Experience: Minimum of 2 years experience in a similar role (Independent Financial Advisor / Lending Specialist). Product Knowledge: Deep understanding of the SA credit market and mortgage lending processes. Communication Skills: Exceptional phone etiquette and the ability to build rapport quickly from outbound leads. Attributes: A self-starter mindset with the energy to thrive in a fast-paced, high-growth environment Why apply: Stunning Work Environment: Work from a beautiful, modern office space in Pretoria. Strong Support: We provide the infrastructure and leads to ensure your success. Earnings Potential: A solid basic salary paired with an excellent commission structure on all products sold. Proven Growth: Join a company that has been expanding consistently for 7 years. Uncapped earnings


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Financial Advisor

Financial Advisor

Johannesburg

Accounting / Finance
2026-05-22


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This opportunity is ideal for someone who thrives in a client-facing, performance-driven environment and wants to build a sustainable, long-term career in financial advisory. Role Overview: You will be responsible for providing holistic financial advice to clients, helping them achieve their financial goals through strategic planning and product solutions. The role focuses on building and maintaining strong client relationships while growing your client portfolio. Key Responsibilities: Provide comprehensive financial planning and advice to clients Identify clients' needs and recommend appropriate financial solutions Build and maintain long-term client relationships Grow and manage your own client portfolio Conduct regular client reviews to ensure alignment with financial goals Stay up to date with market trends, products, and regulatory requirements Achieve and exceed sales and performance targets Ensure compliance with all regulatory and internal standards Minimum Requirements: Relevant qualification in Finance, Investments, or a related field RE5 (essential) FAIS-compliant (advantageous) Minimum 25 years experience in a financial advisory or sales role Proven track record in client acquisition and relationship management Key Competencies: Strong interpersonal and communication skills Entrepreneurial mindset with a strong drive for results High levels of integrity and professionalism Ability to build trust and influence clients Self-motivated with excellent time management skills For more exciting Finance vacancies, please visit:


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Financial Advisor

Financial Advisor

Johannesburg

Sales
2026-05-24


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Department: Distribution – Retail Channel Reports to: Regional Team Lead Location: Dis-Chem Stores – Nationwide You became a Financial Advisor to make a difference, to help people make informed decisions for them and their loved ones. At Dis-Chem Life, we are giving you the platform to do just that. Welcome to the frontline of protection. At Dis-Chem Life, we are doing it differently. We are putting Financial Advisors inside the busiest health and wellness stores in South Africa. We are looking for skilled Financial Advisors nationally, to be placed in retail stores where thousands of people walk in every day, seeking care, support, and solutions. Access to real people, in real life, real moments with real needs, standing a few metres away. And that’s where you come in. Summary of the Role To connect with customers in-store, in real time, and provide tailored financial solutions that meet their immediate and long-term needs. As a Dis-Chem Life Instore Financial Advisor, you’ll turn everyday store visits into meaningful conversations that protect lives, build trust, and grow our business. Key Responsibilities Engage directly with walk-in customers in a retail environment to identify their needs and introduce Dis-Chem Life’s insurance and financial products. Deliver compliant, needs-based financial advice face-to-face. Build trust and long-term relationships with customers by demonstrating product value and relevance to their life stage. Consistently achieve sales targets and conversion metrics in a high-traffic retail setting. Maintain up-to-date product knowledge, compliance, and FSCA regulatory requirements. Represent Dis-Chem Life with professionalism and approachability, reinforcing our reputation for care and expertise. Keep accurate records of client interactions and complete all required documentation in line with compliance standards. Benefits Salary, Plus rich commission structure You’re not behind a desk. You are on the floor, engaging people who are already in a mindset of looking after themselves and their loved ones. Built-in opportunity. Thousands of potential customers walk past you daily no cold calling, just warm, in-person connections. The retail advantage. Leverage the trust and footfall of South Africa’s busiest health and wellness stores to accelerate the growth your client base. Access to marketing, product, and operational support Requirements Matric (National Senior Certificate) (Required) RE5 COB (Advantageous) Post Matric qualification, Diploma or Degree in a relevant field (e.g., FMCG, Retail, Business, or related) (Advantageous) If previously registered on a License, Hold Fit & Proper status Minimum 2–4 year's experience in either an advice-giving role within insurance or financial services, or in a high-traffic retail environment (FMCG, automotive, or similar) Proven track record in face-to-face client engagement and sales performance Strong interpersonal and listening skills, with the ability to simplify complex financial concepts for customers Ability to work retail hours, including weekends and public holidays as required Reliable transport to and from your allocated store


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