Job Description
Job Specification: Executive Financial Advisor – Independent (Commissioned)
Our client is looking for qualified and experienced Financial Advisors to join their team. The successful candidates will provide expert financial advice, develop tailored solutions (with all insurance companies codes to provide to your client), and ensure compliance with regulatory requirements. This role requires an individual with strong analytical skills, a customer-focused approach, and the necessary industry qualifications.
Key Responsibilities
- Provide comprehensive financial advice to clients on investments, insurance, estate planning, and retirement options
- Assess client needs and develop customised financial plans and recommendations
- Source new business opportunities and build strong, long-term client relationships
- Ensure compliance with all relevant regulatory requirements and internal procedures
- Stay updated with financial market trends, products, and changes in legislation
- Maintain accurate records and prepare required reports
- Assist clients with claims, policy updates, and service queries
Minimum Requirements
- RE5 qualification (compulsory)
- NQF Level 5 qualification in finance, insurance, economics, or legal studies
- At least 3 years experience as a financial advisor or in a related financial services role
- Strong understanding of financial products, investment vehicles, and regulatory environment
- Excellent interpersonal, communication, and relationship-building skills
- Proficiency in financial planning tools and MS Office
Preferred Qualifications
- Degree in Economics or Law (legal qualification) is highly advantageous
- Track record of successfully managing client portfolios
Preferred Attributes
- High level of integrity and ethical standards
- Self-motivated and goal-oriented
- Adaptability and commitment to ongoing professional development
Location
- Positions Nationally available
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Other Insurance Jobs in Gauteng
The Other Insurance (OI) industry is a significant sector in Gauteng, South Africa, offering a range of career opportunities for professionals with the right skills and experience. Typically, OI roles are in demand across various industries, including financial services, technology, and manufacturing, as companies seek to manage and mitigate risks associated with their operations.
Generally, OI specialists in Gauteng can expect salaries that vary widely depending on factors such as level of experience, company size, and industry sector. While broad salary ranges cannot be provided due to the variable nature of these factors, it is common for experienced OI professionals to earn between R600 000 and R1 200 000 per annum, while entry-level roles may start at around R300 000 to R500 000 per annum. However, salaries can fluctuate depending on individual circumstances.
Common skills required for OI roles in Gauteng include expertise in financial management, risk analysis, data interpretation, communication, and project management. Other essential skills often include proficiency in insurance software, analytical thinking, problem-solving, and the ability to work under pressure. Many OI professionals also hold relevant certifications or degrees in fields such as actuarial science, business administration, or economics.
The financial services sector is a significant employer of OI professionals in Gauteng, with other industries such as technology and manufacturing also commonly hiring for these roles. Other sectors that may employ OI specialists include healthcare, construction, and logistics. In terms of career development, many OI professionals in Gauteng progress to senior roles within their current organisations or move into related fields such as risk management, auditing, or claims handling.
For those seeking a career in OI, it is essential to develop a broad range of skills and experience, often through formal education and training. Many OI professionals in Gauteng have pursued certifications such as the Fellow of the Institute of Actuaries (FIA) or the Chartered Insurance Practitioner (CIP). Building strong relationships with clients, colleagues, and stakeholders is also crucial for success in this field.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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