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Johannesburg: Financial Advisor

Financial Advisor

Posted on 2025-03-06

Salary R15 000 + Commission
Category Accounting Finance
Location Gauteng  /  Johannesburg

Job Summary

Professional

Requirements:

RE 5 Bachelor“s degree in Finance, Business Administration, or related field (for recent graduates). Minimum 3 years of experience in financial advisory services with proven track record of success in insurance sales and client relationship management; Strong understanding of insurance products and industry regulations 2 years remaining to get full FAIS qualification if not already compliant Must have experience selling risk products at least 70%, OR must have been on the short-term side, which needs at least 50% personal lines and 50% Commercial. Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.

Financial Advisor position available in Gauteng, Johannesburg. This job position was posted by . The job has been posted on 2025-03-06 in the Accounting Finance category

Click Go Apply to apply online!


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Apply directly for this position. Please read all instructions carefully.

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Johannesburg: Financial Advisor

Financial Advisor

Posted on 2025-03-06

Salary Basic + Commission + Benefits
Category Accounting Finance
Location Gauteng  /  Johannesburg

Job Summary

Key

Responsibilities:

Client Relationship Management: Develop and maintain strong relationships with clients, ensuring a high level of trust and satisfaction. Conduct regular meetings to assess client goals, financial status, and life changes. Understand and prioritize the clients financial needs and objectives. Financial Planning: Assess clients` financial status, including income, assets, liabilities, and expenses. Provide advice on a wide range of financial matters, including budgeting, retirement planning, investment strategies, tax planning, and estate planning. Create comprehensive financial plans tailored to each clients unique situation. Monitor and review client portfolios, suggesting adjustments as needed to align with financial goals. Investment Management: Advise clients on appropriate investment options based on their risk tolerance, time horizon, and goals. Recommend asset allocation strategies and offer insights on market conditions. Stay up to date with market trends, economic developments, and new financial products. Risk Management: Assist clients in managing financial risks through proper insurance planning and diversification strategies. Help clients understand the importance of asset protection and disaster preparedness. Compliance and Regulations: Ensure adherence to industry regulations, company policies, and legal requirements. Keep up with changes in financial regulations and adjust clients strategies accordingly. Maintain appropriate licenses, certifications, and continuing education to stay compliant. Client Education and Communication: Educate clients on financial products, investment strategies, and market conditions. Provide transparent, clear, and timely communication regarding clients` portfolios and plans. Deliver customized financial reports and updates on a regular basis. Networking and Business Development: Identify and pursue opportunities to attract new clients and grow the practice. Attend industry events, seminars, and networking opportunities to expand the client base.

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Johannesburg: Financial Advisor

Financial Advisor

Posted on 2025-03-04

Salary Basic + Commission
Category Accounting Finance
Location Gauteng  /  Johannesburg

Job Summary

Financial Advisor Basic Commission Benefits Location: Gauteng Role One of our clients in the insurance sector is seeking ambitious sales consultants who are interested in becoming Financial Advisors. Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools Securing stocks and bonds and establishing progressive savings accounts Moving money from accounts per industry and federal regulations Performing market research to stay current with financial t rends Preparing financial documents, such as income projections and investment reports Maintaining compliance with all rules and regulations in the financial industry Identifying and pursuing potential clients to maintain a strong client base. Personal fin ancial advisors assess the financial needs of individuals and help them with decisions on investments and insurance. Advisors help clients plan for short – and long – term goals, such as budgeting for education expenses and saving for retirement through inve stments. Professional

Requirements:

Matric Must have access to a car. 3 – year sales experience. Age 27 and above.

Financial Advisor position available in Gauteng, Johannesburg. This job position was posted by . The job has been posted on 2025-03-04 in the Accounting Finance category

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Posted in Jobs in Gauteng, Jobs in Johannesburg

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Johannesburg: Financial Advisor

Financial Advisor

Posted on 2025-03-03

Category Accounting Finance
Location Gauteng  /  Johannesburg

Job Summary

Our client, is interested in employing a dynamic and qualified Financial Advisor to join their team based in Johannesburg . The ideal candidate will hold an NQF Level 5 or 6 qualification in Financial Planning or a related field, with a completed FSCA Regulatory Exam . The role involves providing expert financial advice to clients, developing customized strategies to meet their financial goals, and building long-term client relationships. Strong communication skills, the ability to work independently, and previous financial advisory experience are preferred.

Financial Advisor position available in Gauteng, Johannesburg. This job position was posted by . The job has been posted on 2025-03-03 in the Accounting Finance category

Click Go Apply to apply online!


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Posted in Jobs in Gauteng, Jobs in Johannesburg

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Johannesburg: Financial Advisor

Financial Advisor

Posted on 2025-03-03

Salary Market Related
Category Accounting Finance
Location Gauteng  /  Johannesburg

Job Summary

We are seeking a professional with a deep understanding of sophisticated market environments, capable of delivering bespoke financial solutions to discerning clients. If you have a proven track record of excellence in advising high-net-worth individuals and thrive in a dynamic, high-performing team, we invite you to apply for this exclusive role. My Clientâ??s key criteria includes the following: – 3-5 years of continuous industry experience specialising in Investments, Life products, Estate & Trust products NQF6 (FSB approved qualification) & RE 5 Completed (120 FAIS Credits) Preferable CFP qualification Production: Proof of minimum annual commission earnings of /- R50K per month Commercial / Industrial knowledge will be an added advantage specialising in Investments, Life products, Estate & Trust products Fit and proper for typical license categories FSP license from the previous employer

Financial Advisor position available in Gauteng, Johannesburg. This job position was posted by . The job has been posted on 2025-03-03 in the Accounting Finance category

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Posted in Jobs in Gauteng, Jobs in Johannesburg

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