Financial Advisor

In this client-facing role, The Financial Advisor will be responsible for delivering comprehensive, client-centric financial planning solutions that are fully compliant with FAIS legislation.

More than just offering products, you’ll be helping individuals secure their financial futures through tailored strategies that reflect their unique life goals.

If you are a dedicated and driven financial professional with a track record of trust-based advisory excellence, we invite you to explore this rewarding opportunity to make a meaningful impact.

Responsibilities

• Deliver holistic, compliant long-term financial advice aligned with regulatory frameworks (including FAIS and industry standards).
• Develop, grow, and nurture lasting client relationships through consistent engagement and exceptional service delivery.
• Build and manage a high-quality client portfolio, demonstrating a strong understanding of financial products and planning strategies.
• Exhibit a proactive, client-first approach, consistently achieving and surpassing business development and service targets.
• Maintain up-to-date knowledge of industry trends, product offerings, and legislative changes to ensure accurate, informed advice.

Qualifications

• RE5 Certification – Mandatory
• Matric (Senior Certificate) – Essential
• NQF Level 5 Qualification in a long-term insurance or financial planning-related field – Highly Advantageous
• Class of Business - C.O.B

Additional Requirements:

• Own Reliable Transport – Required for client visits and business development
• Clear ITC and Criminal Record – Integrity and compliance are non-negotiable