Menu Close

Johannesburg: Financial Advisor

Advertisement



Job Description

As a Financial Advisor, you will manage a portfolio of clients, provide ongoing financial planning support, and develop new business opportunities. You will offer advice on investment strategies, retirement planning, estate planning, and risk management, while ensuring compliance with all financial regulations. The role requires a confident, client-focused professional with strong technical and interpersonal skills. Key Responsibilities: Manage and review client portfolios, providing professional financial advice. Prospect and acquire new clients to grow the portfolio. Deliver financial products and services in a professional and client-focused manner. Collaborate with Financial Service Providers (FSPs) and internal departments to resolve client queries. Maintain regular client communication and build long-term relationships. Develop comprehensive financial plans tailored to client needs. Provide advice on investments, retirement planning, estate planning, and tax optimisation. Assess client risk profiles and recommend appropriate strategies. Identify opportunities for cross-selling and upselling services. Network with professionals, attend industry events, and contribute to marketing initiatives. Ensure compliance with all industry regulations and maintain accurate documentation. Prepare regular reports for clients and management. Key Attributes: Client-focused with excellent relationship-building skills Strong analytical and problem-solving ability Professional communication and presentation skills Results-driven with a proactive approach Ethical, compliant, and detail-orientated Requirements: Matric with tertiary qualification in Finance (NQF5: Wealth Management / BCom) Non-negotiable RE5 certification Non-negotiable Relevant Class of Business certifications in place Fit and Proper status required Minimum 3 years experience in a Financial Planning role Proficiency in Microsoft Excel and related software Experience with professionals and high-net-worth clients Drivers license and own vehicle Non-negotiable Existing client book not required Remuneration: Basic salary R30 000 R40 000 plus commission. Only shortlisted candidates will be contacted
View Job  Stellenbosch: Waiter (Casual) posted by Wild Dreams Hospitality



GO APPLY NOW

Safe & secure application process

Advertisement



Advertisement




Get Similar Job Alerts
Enter your WhatsApp number (e.g., +27740908132)
You'll receive alerts for new jobs in Johannesburg, Gauteng


Job Seeker Tip

Keep your LinkedIn profile up-to-date and professional - many recruiters use it to find candidates.

How to Apply

Click “GO APPLY NOW” to visit the company’s application page.
Follow their instructions carefully.

JVR Jobs connects you with employers – we don’t process applications directly.

Latest Job Opportunities

South Africa: Sous Chef – Luxury Island Resort – Madagascar | Lb posted by Kendrick Recruitment

Jobs in South Africa October 21, 2025
Catering hospitality Kendrick Recruitment

Are you a culinary visionary ready to make your mark on the world of luxury hospitality? Kendrick Recruitment is now…

View Job  Johannesburg North: Financial Manager posted by Network Finance
View Job

South Africa: Senior Field Guide – Luxury Private Game Lodge – Northern Zululand, Kzn | Lvdw posted by Kendrick Recruitment

Jobs in South Africa October 21, 2025
Catering hospitality Kendrick Recruitment

Senior Field Guide Wanted! Join a luxury private game lodge in Northern Zululand, KZN, and take your safari career to…

View Job

Sandton: Private Chef / Butler Hyde Park posted by Chefs Recruit

Jobs in Central Johannesburg October 21, 2025
Catering Chefs Recruit hospitality

Private chef / Butler Hyde Park House hold seeks highly skilled chef butler to join team, Candidate should be well…

View Job

Cape Town Region: Head Chef Qatar posted by Chefs Recruit

Jobs in Cape Peninsula October 21, 2025
Catering Chefs Recruit hospitality

Head Chef Qatar Large Restaurant group with upmarket casual dining restaurants to high end dinning, around the Arabian gulf. To…

View Job

South Africa: Field Guide – Luxury Private Game Lodge – Northern Zululand, Kzn | Lvdw posted by Kendrick Recruitment

Jobs in South Africa October 21, 2025
Catering hospitality Kendrick Recruitment

Field Guide Wanted! – Luxury Private Game Lodge | Northern Zululand, KZN Step into the bush and join a luxury…

View Job

South Africa: Field Guide & Foh Couple – Luxury Lodge – Greater Kruger | Lvdw posted by Kendrick Recruitment

Jobs in South Africa October 21, 2025
Catering hospitality Kendrick Recruitment

Calling All Safari Lovers! Kendrick Recruitment is on the hunt for a dynamic FOH & Field Guide couple to join…

View Job

Browse Employers

View All

View Job  Cape Town: Project Coordinator posted by Sabenza IT & Recruitment

Job Alerts


Share this to someone who needs a job:
Posted in Jobs in Central Johannesburg, Jobs in Gauteng, Jobs in Johannesburg, Jobs in South Africa

More Jobs in Your Area

Johannesburg: Financial Advisor

Advertisement



Job Description

Duties & Responsibilities – Engage with prospective clients to understand their financial – Sell products that align with the clients financial – Accurately record client information and sales details – Achieve targets related to production, quality and – Comply with legislative regulations and adhere to all compliance Requirements – Degree FAIS Compliant and Postgraduate in Financial Planning ideal – A proven, advice-led financial adviser (CFP® preferred) with R100m AUM and 3 years experience who cares about holistic planningnot product pushing. – FAIS requirements based on DOFA date – Relevant regulatory examinations if you are already working in the financial services – 5 years experience in sales – Strong computer literacy skills – Fluency in English



GO APPLY NOW

Safe & secure application process

Advertisement



Advertisement




View Job  Bloemfontein: Provincial Investment Manager / Regional Manager - Free State
Get Similar Job Alerts
Enter your WhatsApp number (e.g., +27740908132)
You'll receive alerts for new jobs in Johannesburg, Gauteng


Job Seeker Tip

Always arrive 10-15 minutes early for interviews to show punctuality and reliability.

How to Apply

Click “GO APPLY NOW” to visit the company’s application page.
Follow their instructions carefully.

JVR Jobs connects you with employers – we don’t process applications directly.

Latest Job Opportunities

South Africa: Sous Chef – Luxury Island Resort – Madagascar | Lb posted by Kendrick Recruitment

Jobs in South Africa October 21, 2025
Catering hospitality Kendrick Recruitment

Are you a culinary visionary ready to make your mark on the world of luxury hospitality? Kendrick Recruitment is now…

View Job

South Africa: Senior Field Guide – Luxury Private Game Lodge – Northern Zululand, Kzn | Lvdw posted by Kendrick Recruitment

Jobs in South Africa October 21, 2025
Catering hospitality Kendrick Recruitment

Senior Field Guide Wanted! Join a luxury private game lodge in Northern Zululand, KZN, and take your safari career to…

View Job

Sandton: Private Chef / Butler Hyde Park posted by Chefs Recruit

Jobs in Central Johannesburg October 21, 2025
Catering Chefs Recruit hospitality

Private chef / Butler Hyde Park House hold seeks highly skilled chef butler to join team, Candidate should be well…

View Job  Cape Town Region: Pastry Chef, Boutique Hotel, Southern Suburbs posted by Cedrus Libani Recruitment
View Job

Cape Town Region: Head Chef Qatar posted by Chefs Recruit

Jobs in Cape Peninsula October 21, 2025
Catering Chefs Recruit hospitality

Head Chef Qatar Large Restaurant group with upmarket casual dining restaurants to high end dinning, around the Arabian gulf. To…

View Job

South Africa: Field Guide – Luxury Private Game Lodge – Northern Zululand, Kzn | Lvdw posted by Kendrick Recruitment

Jobs in South Africa October 21, 2025
Catering hospitality Kendrick Recruitment

Field Guide Wanted! – Luxury Private Game Lodge | Northern Zululand, KZN Step into the bush and join a luxury…

View Job

South Africa: Field Guide & Foh Couple – Luxury Lodge – Greater Kruger | Lvdw posted by Kendrick Recruitment

Jobs in South Africa October 21, 2025
Catering hospitality Kendrick Recruitment

Calling All Safari Lovers! Kendrick Recruitment is on the hunt for a dynamic FOH & Field Guide couple to join…

View Job

Browse Employers

View All

Job Alerts


Share this to someone who needs a job:
Posted in Jobs in Central Johannesburg, Jobs in Gauteng, Jobs in Johannesburg, Jobs in South Africa

More Jobs in Your Area