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Johannesburg: Financial Advisor

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Job Description

About the Role

We are seeking a skilled and experienced Financial Advisor to join our team in Johannesburg. 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.

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.

Requirements

  • Matric with tertiary qualification in Finance (NQF5: Wealth Management / BCom)
  • Non-negotiable RE5 certification
  • 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

Qualifications

  • Matric with tertiary qualification in Finance (NQF5: Wealth Management / BCom)
  • RE5 certification

Salary & Benefits

Basic salary R30 000, plus commission.

How to Apply

Only shortlisted candidates will be contacted.

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.

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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.

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



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