Job Description
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 client 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 related field
- RE5 (essential)
- FAIS-compliant (advantageous)
- Minimum 2–5 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:
.za
If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions.
We also invite you to contact us to discuss your next career move in finance!
For more information, contact:
Angelique Jardim
Specialist Recruitment Consultant
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Other Legal Jobs in Gauteng
In the Gauteng province, the legal profession is a common career path for individuals seeking a challenging and rewarding role. Generally, this field is expected to continue growing in demand as companies require more skilled professionals to navigate complex regulatory environments.
Typically, salaries for legal positions in Gauteng vary widely depending on factors such as experience, company size, and industry sector. While it’s difficult to provide an exact salary range, broad estimates suggest that junior legal professionals can expect to earn between R400 000 to R700 000 per annum, while senior roles may fetch upwards of R1 million to R2.5 million per year. However, these figures are subject to significant variation and should be taken as rough estimates.
Common skills required for careers in the legal profession include strong analytical and problem-solving abilities, excellent communication and writing skills, attention to detail, and a solid understanding of laws and regulations. Other essential skills often include project management, time management, and collaboration with colleagues from diverse backgrounds. Proficiency in Microsoft Office, particularly Word, Excel, and PowerPoint, is also highly valued.
The legal profession is often employed by various industries, including financial services sector, technology industry, manufacturing sector, and government institutions. In these sectors, lawyers play a critical role in advising on regulatory compliance, drafting contracts and agreements, and providing counsel on complex business matters.
Career development opportunities are abundant for those pursuing careers in the legal profession. Typically, junior lawyers can expect to progress to more senior roles within 5-10 years of experience, with potential specializations in areas such as corporate law, intellectual property law, or labor law. With experience and further education, professionals may also consider entering academia, entrepreneurship, or leadership positions.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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