Posted on: 27 September 2025
ID 945926

Financial Advisor

SUMMARY
Are you passionate about helping others achieve financial freedom? Our client is expanding its adviser network to better serve South Africa's middle to affluent market segments - communities that deserve expert guidance and personalised financial solutions.

Our client is looking to employ a Financial Advisor

RESPONSIBILITIES

  • Establish and define professional relationships with clients
  • Gather data including goals
  • Analise and evaluate financial status
  • Develop and present financial planning recommendations and/or alternatives
  • Implement financial planning recommendations
  • Monitor the financial planning recommendations
Requirements:
  • Matric is a must!
  • Tertiary qualification an advantage
  • 2 years' Financial Advisory or sales experience
  • RE5 and FAIS qualifications an advantage
  • Own transport and drivers' license
Occupation:
Finance jobs


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