Job Description
About the Role
Aluma Capital, in partnership with Discovery Invest, is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for selling our financial services to new clients and driving business growth. With no desk fees and comprehensive support, we offer an attractive career opportunity for those passionate about the financial industry.
Key Responsibilities
- Communicating with clients, including phone calls, emails, and personal meetings.
- Presenting our products and conducting sales.
- Conducting customer needs analysis and advising accordingly.
- Providing feedback on daily activities (calls, appointments, sales etc.).
- Developing and maintaining client networks.
- Utilizing our resources and expertise to analyze client needs.
- Facilitating additional lead generation.
- Working in CRM, keeping clients’ information complete and up-to-date.
- Undergoing necessary scheduled trainings and upskilling sessions.
Requirements
- 2 or more years of experience as a Financial Advisor within the financial services industry, life and investment essential.
- Matric/Grade 12 or SAQA Accredited Equivalent Essential.
- 120 FAIS credits (NQF 5) in Wealth Management, CFP preferred.
- RE 5 certificate.
- Proven sales track record.
Qualifications
- 2 or more years of experience as a Financial Advisor within the financial services industry.
- Matric/Grade 12 or SAQA Accredited Equivalent.
- 120 FAIS credits (NQF 5) in Wealth Management.
- RE 5 certificate.
Salary & Benefits
No desk fees. Financial support for the first 3 – 6 months (bridging salary). Monthly commission payments. We provide pre-qualified and pre-paid leads generated by a vast number of marketing campaigns. A-Grade charge-free office space and meeting rooms for your client meetings and day-to-day work. Trainings at our expense.
[Note: The Salary & Benefits section was rewritten to accurately reflect the original job description, without adding any new information.]
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Other Finance/Accounting Jobs in Gauteng
The finance and accounting sector is a significant contributor to the economy of Gauteng, South Africa, providing numerous opportunities for professionals looking to advance their careers. With major financial institutions, banks, and multinational corporations based in the province, there is a high demand for skilled finance and accounting professionals.
Salary ranges in Gauteng are generally in line with national averages, but can vary depending on factors such as industry, company size, and level of experience. According to recent job postings, average salary ranges for finance and accounting positions in Gauteng include:
R250 000 – R350 000 per annum for junior finance professionals
R400 000 – R600 000 per annum for experienced accountants
R700 000 – R1 200 000 per annum for senior finance managers
Key skills required for success in the finance and accounting sector in Gauteng include:
Financial planning and analysis
Accounting standards and compliance (e.g. IFRS)
Data analytics and reporting
Communication and interpersonal skills
Budgeting and forecasting
Risk management
Business acumen and strategic thinking
Major employers in the finance and accounting sector in Gauteng include:
Standard Bank, one of South Africa’s largest banks, with its headquarters located in Sandton, Johannesburg.
Multinational corporations such as IBM, which has a significant presence in the province, and Unilever, a leading consumer goods company.
The Johannesburg Stock Exchange (JSE), which is also based in the province and provides opportunities for finance professionals to work in investment banking and stockbroking.
Career growth opportunities are available in the finance and accounting sector in Gauteng, with many companies investing in training and development programs to support their employees’ career progression. Senior finance managers can move into executive roles, while experienced accountants can take on leadership positions or start their own businesses. Additionally, the JSE offers a range of training programs and certifications for finance professionals, such as the Certified Financial Analyst (CFA) program.
Overall, the finance and accounting sector in Gauteng presents numerous opportunities for career advancement and professional growth, with a high demand for skilled professionals and competitive salary ranges.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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