Job Description
About the Role
Join a fast-growing independent financial advisory franchise as an Employee Benefit Financial Advisor, where you’ll build relationships with corporate clients, conduct financial needs analyses, and grow your own book within a supportive yet performance-driven environment.
Key Responsibilities
- Build and grow your own client book within corporate employee benefits.
- Conduct financial needs analysis and provide financial planning advice.
- Manage and develop relationships with existing corporate clients.
- Identify opportunities within current client portfolios where employee benefits solutions can be implemented.
- Provide professional financial guidance to corporate stakeholders and decision makers.
- Use CRM systems to manage client information and financial planning data.
Requirements
Relevant Finance qualification (Advanced Certificate / BCom / CPA or similar).
Experience as a Financial Advisor / Financial Analyst / Employee Benefits Consultant.
Must have Phase Representative experience (3 years) within employee benefits schemes.
Must have an existing client book (experience with firms such as Liberty, Momentum, PSG, Sanlam, banking institutions etc.).
Experience working with corporate clients advantageous.
Strong sales and relationship-building ability.
Analytical skills to conduct financial needs analysis.
Professional client-facing communication.
Experience working with Elite Wealth CRM and Excel advantageous.
Ability to work independently in a hybrid or remote structure.
Qualifications
No specific qualifications mentioned.
Salary & Benefits
R30 000 R50 000 guaranteed for the first 12 months. Thereafter, pure commission structure. High earning potential (top performers generating significant monthly commission).
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Accounting / Finance Jobs in Gauteng
In Gauteng, South Africa, the accounting and finance industry is a significant sector, offering various career opportunities for professionals with the right skills and qualifications. Typically, this field is driven by the growth of multinational corporations and local businesses in industries such as technology, financial services, and manufacturing. As a result, job seekers can expect to find a diverse range of roles available, from entry-level positions to senior leadership roles.
When it comes to salary expectations, accounting and finance professionals in Gauteng can generally expect to earn salaries that fall within broad ranges. Typically, salaries for entry-level roles start around R400 000 – R600 000 per annum, while more senior roles can command salaries ranging from R1 million to over R3 million per annum, depending on factors such as experience, company size, and industry sector. However, it’s essential to note that these are broad ranges, and actual salaries may vary widely.
Common skills required for accounting and finance roles in Gauteng include strong technical knowledge of financial management principles, analytical and problem-solving skills, attention to detail, effective communication skills, and proficiency in financial software and systems. Additionally, many employers also value candidates with experience in budgeting, forecasting, and financial analysis. In some cases, a degree or diploma in accounting, finance, or a related field may be required.
Industries that commonly employ accounting and finance professionals in Gauteng include the financial services sector, technology industry, manufacturing sector, and public sector entities. These sectors require skilled professionals to manage their finances, prepare budgets, and provide strategic guidance on financial matters. Job seekers can expect to find opportunities across these sectors, from small businesses to large multinational corporations.
For those interested in pursuing a career in accounting or finance, there are many development opportunities available. Typically, professionals in this field can progress to senior roles, such as financial manager or director of finance, after gaining relevant experience and developing their skills. Additionally, many employers offer training programs and mentorship opportunities to support the career development of their employees.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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