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South Africa: Financial Advisor (Finance) posted by AtripleA recruitment & temps

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Job Description

About the Role

AtripleA Recruitment and Temps is seeking a skilled Financial Advisor to join our client’s team in Centurion. As a Financial Advisor, you will be responsible for providing expert financial guidance to clients, conducting in-depth reviews of their financial circumstances, and developing personalized financial strategies.

Key Responsibilities

  • Contacting clients and corporates setting up meetings, either within an office environment or in clients’ homes or business premises
  • Conducting in-depth reviews of clients’ financial circumstances, current provision, and future aims
  • Analyzing information and preparing plans best suited to individual clients’ requirements
  • Completing risk analyses
  • Researching the marketplace and providing clients with information on new and existing products and services
  • Designing financial strategies
  • Assisting clients to make informed decisions
  • Researching information from various sources, including providers of Financial products

Requirements

  • Min 1 year of life insurance/investment selling experience
  • RE5 (Would be an Advantage)
  • Matric
  • Driver’s license & own transport
  • Clear ITC
  • Clear criminal record
  • Must have own laptop
  • Commission base only

Qualifications

  • Matric

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Other Finance/Accounting Jobs in South Africa

In the realm of finance and accounting in South Africa, industry trends indicate a strong demand for professionals with expertise in financial management, analysis, and planning. Typically, roles in this sector involve supporting the financial performance of an organization, ensuring compliance with regulatory requirements, and providing strategic advice to senior management. Generally, career prospects are promising, particularly for those with advanced qualifications or relevant work experience.

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Salaries for finance and accounting professionals in South Africa can vary widely depending on factors such as level of experience, company size, and industry sector. Typically, entry-level positions may start within the R200 000 – R350 000 per annum range, while senior roles can command salaries ranging from R800 000 to over R1 million per annum. However, these figures are broad and can fluctuate based on market conditions, company needs, and individual performance.

Common skills required for finance and accounting professionals in South Africa include proficiency in financial software such as SAP, Microsoft Excel, and accounting systems; analytical and problem-solving abilities; strong communication and interpersonal skills; attention to detail and organizational prowess. Other essential skills may include knowledge of tax laws and regulations, financial modeling, and data analysis.

The financial services sector, technology industry, and manufacturing sector are among the most common industries that employ finance and accounting professionals in South Africa. Financial services companies often require professionals with expertise in financial planning, risk management, and compliance. The technology industry demands professionals with experience in software implementation, cost analysis, and IT project management. Manufacturing sectors typically need accountants with knowledge of inventory management, supply chain optimization, and production planning.

Career development opportunities for finance and accounting professionals in South Africa are generally good, with many companies investing in training and development programs to enhance their employees’ skills. Typically, career progression involves moving into senior roles, such as financial manager, controller, or chief financial officer, where professionals can take on more strategic responsibilities and contribute to the organization’s growth and success.

View Job  Cape Town Region: Remote Cryptocurrency Accountant (Entry Level) posted by Camuso CPA


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



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