Job Description
About the Role
We are seeking a highly skilled and experienced Financial Advisor to join our team in Pretoria East, specializing in Islamic Financial Services. The ideal candidate will have a strong understanding of investment products, financial planning principles, and Islamic Finance structures, as well as excellent interpersonal and communication skills.
Key Responsibilities
- Conduct needs analysis and portfolio construction for clients
- Provide sales-oriented advice and build trust with clients
- Ensure compliance with regulatory processes and maintain high levels of professionalism and confidentiality
- Achieve monthly and quarterly investment sales targets
- Grow and retain clients, particularly within the Islamic Finance market
- Lead conversion and client engagement initiatives
- Submit timely advice, compliance, and reporting documents
Requirements
- Strong knowledge of investment products, financial planning principles, and Islamic Finance investment structures
- Excellent interpersonal and communication skills (verbal and written)
- Sales-oriented with ability to close deals and build trust
- Proficient in needs analysis, portfolio construction, and compliance processes
- High integrity, professionalism, and confidentiality
- Independent, goal-driven, and self-motivated
Qualifications
- Matric (Grade 12) Required
- RE5 Certificate Advantageous; must be obtained within 2 years of DOFA
- Class of Business: Investments Completed or in progress
- NQF Level 5/6 in Wealth Management or related field
- FSCA Registration as a Representative under an FSP Required
Salary & Benefits
Not specified
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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