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Junior Short Term Insurance Administrator/Financial Para-Planner – R18 000.00 per month

Umhlanga Specialist Financial Advisory firm is searching for an enthusiastic and skilled Financial Paraplanner to join our young dynamic team. Our firm specializes in providing financial advisory services tailored specifically to the healthcare sector, offering a comprehensive range of solutions to our diverse client base. Requirements:- Relevant qualifications in financial planning and short-term insurance advantageous.- At least 2 - 3 years experience in the financial planning industry, specifically short-term insurance.- Knowledge of Sanlam/PPS/MUA as well as Investment product knowledge will be advantageous.- Thorough understanding of current FSCA legislation.- Strong analytical skills to facilitate the identification of needs and the matching of appropriate solutions. FNA/ROA skills.- High degree of client and product provider engagement and communication skills.- Assist in the preparation of financial planning proposals and presentations for clients. Review client accounts and make recommendations for adjustments or enhancements to their financial plans.- Compile and submit advice containers to compliance officers. - Exceptional attention to detail and analytical skills with a structured and planned approach to work.- Sound computer skills Excel, Word, Email and Financial Planning software.Your working hours will be from 8:00am to 5:00pm, starting package from R18 000.00 per month CTC depending on existing qualifications and experience. The position comes with pension fund benefits, travel allowance and medical aid contributions.Due to the sensitive nature of our financial advisory environment and internal security protocols, applicants are requested to include a recent professional photo with their CV for identification purposes. Firm is located in Umhlanga opposite Gateway.To Apply, Email: umhlangafirm@gmail.com All personal information will be handled strictly in accordance with the Protection of Personal Information Act (POPIA) and will be used solely for recruitment and compliance purposes. If you don’t get feedback within two week, consider your application unsuccessful.

Umhlanga

Results for financial advisor jobs in "financial advisor jobs" in South Africa in South Africa

Financial Consultant / Investment Advisor

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Key ResponsibilitiesClient Relationship Management:Bring and maintain an existing portfolio/book of clients with active financial advisory needs.Build long-term relationships with high-net-worth individuals, businesses, and institutional clients.Conduct regular client meetings to review financial goals, investment performance, and portfolio strategies.Provide proactive advice on wealth preservation, growth strategies, and risk management.Financial Advisory & Investment Strategy:Provide comprehensive financial planning and investment advisory services tailored to each clients objectives.Develop customized investment portfolios, asset allocation strategies, and financial roadmaps.Advise clients on various financial instruments including:Fixed income investmentsEquity marketsAlternative investmentsStructured financial productsPrivate lending opportunitiesMonitor market trends, economic developments, and regulatory changes affecting investments.Business Development:Actively expand the firms client base through professional networks, referrals, and strategic partnerships.Identify opportunities for cross-selling financial services.Represent the firm at industry events, networking functions, and client engagements.Maintain strong industry relationships with financial institutions, asset managers, and professional advisors.Compliance & Risk Management:Ensure all advisory services comply with relevant financial regulations and compliance requirements.Maintain accurate client records and documentation.Conduct proper due diligence and risk assessments for investment recommendations.Market IntelligenceStay updated with global and local financial markets.Provide strategic insight to internal teams regarding investment opportunities and client trends.Contribute to internal strategy discussions related to financial products and services.Minimum RequirementsEducation:Bachelors Degree.Relevant financial certifications will be advantageous (e.g., CFA, CFP, CAIA, or equivalent).Experience:Minimum 510 years of experience in financial advisory, wealth management, or investment consulting.Proven experience managing a substantial book of clients.Demonstrated success in client acquisition and portfolio growth.Industry Knowledge:Strong knowledge of:Investment marketsW https://www.executiveplacements.com/Jobs/F/Financial-Consultant-Investment-Advisor-1270281-Job-Search-03-10-2026-04-10-49-AM.asp?sid=gumtree

Executive Placements

Greyville

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Financial Advisor - Employee Benefits:Our client is a fast-growing, independent financial advisory franchise and one of the top-performing franchises in the insurance sector nationally (commission-wise). The team is young, entrepreneurial, and extremely driven.They already service 4050 corporate clients across industries such as mining and manufacturing, but many of these clients are not yet using their employee benefits solutions. The opportunity? Step in, build those relationships, and convert those gaps into a strong, profitable client book.This role combines financial analysis, financial planning, and relationship building. Youll conduct financial needs analyses, advise clients, and grow your own book within a supportive but highly performance-driven environment.The culture is informal, entrepreneurial, and Afrikaans-speaking; a small but ambitious team thats growing rapidly. In short: If you enjoy hunting for opportunities, farming relationships, and seeing the results directly in your commission, this is the type of environment where high performers thrive.Key Responsibilities:Build and grow your own client book within corporate employee benefits.Conduct financial needs analysis and provide financial planning advice.Manage and develop relationships with existing corporate clients.Identify opportunities within current client portfolios where employee benefits solutions can be implemented.Provide professional financial guidance to corporate stakeholders and decision makers.Use CRM systems to manage client information and financial planning data.Job Experience and Skills Required:Relevant Finance qualification (Advanced Certificate / BCom / CPA or similar).Experience as a Financial Advisor / Financial Analyst / Employee Benefits Consultant.Must have phase representative experience (3 years) within employee benefits schemes.Must have an existing client book (experience with firms such as Liberty, Momentum, PSG, Sanlam, banking institutions etc.).Experience working with corporate clients advantageous.Strong sales and relationship-building ability.Analytical skills to conduct financial needs analysis.Professional client-facing communication.Experience working with Elite Wealth CRM and Excel advantageous.Ability to work independently in a hybrid or remote structure.What Makes This Role Attractive:â?? Existing corporate https://www.executiveplacements.com/Jobs/F/Financial-Analyst-Advisor-1270061-Job-Search-03-09-2026-00-00-00-AM.asp?sid=gumtree

Executive Placements

Kensington

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Purpose of the Role:To wow our customers at every interaction by building genuine trust and delivering exceptional client engagements. The Financial Advisor (Activations) provides exceptional client value through advanced financial advice that blends deep technical expertise with an innovative, high-volume, relationship-first approach. Operating at the forefront of a new advisory model powered by the Dis-Chem Life ecosystem, you will educate, inspire, and empower customers across diverse markets by offering tailored life and risk protection products that are accessible and valuable to all, not just those who can afford them. This role delivers measurable impact on financial literacy, protection, and long-term security by transforming financial advice into an inclusive, empowering experience that makes protection understandable, relatable, and genuinely impactful across South Africa’s diverse communities.Role Summary:This is not traditional financial advising this is financial advising reimagined. Our Financial Advisor (Activations) are seasoned professionals who combine the discipline of regulatory excellence with the agility of modern sales engagement. You will have access to:Exclusive lead pipelines from Dis-Chem employees, suppliers, warehouses, and customer baseCutting-edge tech tools, including a seven-minute sign-up process and integrated underwritingNational roadshow access, placing you in front of ready-to-engage audiencesYou will move seamlessly between mass market and high-net-worth conversations, adapt to diverse LSMs, and command rooms with authority, speaking to groups of employees, suppliers, or potential customers. This is high-trust, high-volume, high-impact advisory work.Benefits:Salaried position plus rich commission structure, competitive earnings with no cap for top performersExclusive access to the Dis-Chem Life ecosystem, leads, data, and networks ready for conversionTech-enabled client onboarding and underwriting to reduce admin and accelerate resultsPlatform to deliver financial literacy education at scaleFully supported marketing, events, and engagement opportunitiesNational travel and high-profile speaking opportunities to position you as a thought leaderPerformance recognition and career advancement opportunitiesKey Responsibilities:Deliver tailored financial advice across life risk, and mass market product linesApply advanced sales techniques including sales funnel management, consultative selling, objection handling, and closing strategiesHost group presentations and public speaking engagements for employees, customers, and suppliersBuild rapid rapport and trust with diverse audience types, from mass market to C-suitehttps://www.executiveplacements.com/Jobs/F/Financial-Advisor-Activations-1269390-Job-Search-03-06-2026-07-00-03-AM.asp?sid=gumtree

Executive Placements

North Riding

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OverviewOur Client, an leader in the financial industry, is seeking for an experienced and clientâ€‘centric Financial Planner specialising in Estate Planning to join their advisory team. This role focuses on helping clients structure, protect, and transfer wealth efficiently across generations. The ideal candidate combines deep technical expertise with strong interpersonal skills, offering holistic guidance that aligns financial planning, tax considerations, and legacy objectives.Education:A financial qualification is essential (e.g. B Com finance, accounting, investment management);A Post Graduate diploma in Financial Planning and registered as a Certified Financial Planner (CFP) is essential;An Advanced diploma in Estate Planning would be advantageous.Experience Required:More than 3 year Estate Planning experience.Skills:Proficient in English and Afrikaans;Excellent report writing skills (written communication skills);Attention to detail / accuracy;Analytical / technical;Knowledge of risk products and providers.Responsibilities:Consolidate and summarize all policies and investments.Prepare required financial calculations.Highlight the tax implications in the event of death or on risk benefits.Prepare comprehensive estate and risk analyses.Identify appropriate investment vehicles and structures to minimize estate duty.Assess the clients capital and income needs in the event of death, disability, severe illness, or retirement.Determine potential capital and income shortfalls.Analyse the clients estate and current investments, and recommend suitable investment vehicles.People:Liaise closely with all stakeholders (i.e. Wealth Planners / Financial Advisors from Efficient Wealth, External brokers, Investment Consultants from Life and Asset Management Companies)Administration:Advise Wealth Planners on investment options and tax implications at death.Draft reports, including tax implications, calculations, estate plans, and annexures as instructed by the Wealth Planner.Provide additional assistance to Wealth Planners after the presentation of reports, when necessary.Recommend suitable products and investment structures.Monitor and track relevant legislation applicable to estate planning.Prepare ad hoc risk cover reports when requested by the Wealth Planner.Process:3 Business days lead time in preparation of investment reports / proposals for Financial Advisors. https://www.executiveplacements.com/Jobs/F/FINANCIAL-PLANNER-1268652-Job-Search-3-5-2026-1-54-11-AM.asp?sid=gumtree

Executive Placements

Bo-Kaap

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Overview: Our client is a growing holistic independent financial planning business, dedicated to helping clients achieve long-term financial security through tailored advice and comprehensive financial planning. They specialize in investment management, retirement, and estate planning, providing personalized solutions that align with each client’s unique financial goals.The para-planner will play a crucial role in supporting the Financial Advisors with, but not limited to, technical financial planning analysis, preparing client reviews, preparing financial plans and recommendations, assisting with client Wills and estates, ensuring all compliance requirements are met. They will also assist with portfolio management, risk assessments, and expected to stay up to date on industry trends and regulations. The para-planner will work closely with the financial advisors to ensure clients receive high-quality financial advice and service.Responsibilities:Draft and send client agenda’s, generate review reports, capture and draft meeting notes, assign or implement action items through to completionComplete work requests, including the preparation of written Records of Advice, technical calculations, and technical advice for Wealth Managers/Advisors as per company policies and proceduresWork closely with attorneys that draw up clients wills and oversee the estate administrators and keep an updated record of the estate status, and report back to the financial advisor and clientReview and update financial information on Elite Wealth as necessaryParticipate in the development of paraplanning policies and proceduresParticipate in assigned projects the firm implementsAssist in improving, developing, and delivering services offered to clientsPlan for upcoming reviews and set up weekly catch-up meetings with the advisorProvide regular feedback to advisors regarding workflowsKnowledge of compliance requirements for FAIS/FICA, etc.Requirements:Tertiary qualification and preferably Post Grad Diploma in Financial PlanningRegulatory examination RE1 or RE5 is advantageousCertified Financial Planner CFP® is advantageousStrong analytical and problem-solving skillsExcellent written and verbal communication skillsProficient in Microsoft Office Suite, specifically Excel https://www.jobplacements.com/Jobs/P/Paraplanner-Fish-Hoek-1267971-Job-Search-03-03-2026-05-00-15-AM.asp?sid=gumtree

Job Placements

Bo-Kaap

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OverviewOur Client, an leader in the financial industry, is seeking for an experienced and clientâ€‘centric Financial Planner specialising in Estate Planning to join their advisory team. This role focuses on helping clients structure, protect, and transfer wealth efficiently across generations. The ideal candidate combines deep technical expertise with strong interpersonal skills, offering holistic guidance that aligns financial planning, tax considerations, and legacy objectives.Education:A financial qualification is essential (e.g. B Com finance, accounting, investment management);A Post Graduate diploma in Financial Planning and registered as a Certified Financial Planner (CFP) is essential;An Advanced diploma in Estate Planning would be advantageous.Experience Required:More than 3 year Estate Planning experience.Skills:Proficient in English and Afrikaans;Excellent report writing skills (written communication skills);Attention to detail / accuracy;Analytical / technical;Knowledge of risk products and providers.Responsibilities:Consolidate and summarize all policies and investments.Prepare required financial calculations.Highlight the tax implications in the event of death or on risk benefits.Prepare comprehensive estate and risk analyses.Identify appropriate investment vehicles and structures to minimize estate duty.Assess the clients capital and income needs in the event of death, disability, severe illness, or retirement.Determine potential capital and income shortfalls.Analyse the clients estate and current investments, and recommend suitable investment vehicles.People:Liaise closely with all stakeholders (i.e. Wealth Planners / Financial Advisors from Efficient Wealth, External brokers, Investment Consultants from Life and Asset Management Companies)Administration:Advise Wealth Planners on investment options and tax implications at death.Draft reports, including tax implications, calculations, estate plans, and annexures as instructed by the Wealth Planner.Provide additional assistance to Wealth Planners after the presentation of reports, when necessary.Recommend suitable products and investment structures.Monitor and track relevant legislation applicable to estate planning.Prepare ad hoc risk cover reports when requested by the Wealth Planner.Process:3 Business days lead time in preparation of investment reports / proposals for Financial Advisors. https://www.executiveplacements.com/Jobs/F/FINANCIAL-PLANNER-1267492-Job-Search-3-2-2026-10-30-40-AM.asp?sid=gumtree

10d

Executive Placements

Bo-Kaap

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OverviewOur Client, an leader in the financial industry, is seeking for an experienced and clientâ€‘centric Financial Planner specialising in Estate Planning to join their advisory team. This role focuses on helping clients structure, protect, and transfer wealth efficiently across generations. The ideal candidate combines deep technical expertise with strong interpersonal skills, offering holistic guidance that aligns financial planning, tax considerations, and legacy objectives.Education:A financial qualification is essential (e.g. B Com finance, accounting, investment management);A Post Graduate diploma in Financial Planning and registered as a Certified Financial Planner (CFP) is essential;An Advanced diploma in Estate Planning would be advantageous.Experience Required:More than 3 year Estate Planning experience.Skills:Proficient in English and Afrikaans;Excellent report writing skills (written communication skills);Attention to detail / accuracy;Analytical / technical;Knowledge of risk products and providers.Responsibilities:Consolidate and summarize all policies and investments.Prepare required financial calculations.Highlight the tax implications in the event of death or on risk benefits.Prepare comprehensive estate and risk analyses.Identify appropriate investment vehicles and structures to minimize estate duty.Assess the clients capital and income needs in the event of death, disability, severe illness, or retirement.Determine potential capital and income shortfalls.Analyse the clients estate and current investments, and recommend suitable investment vehicles.People:Liaise closely with all stakeholders (i.e. Wealth Planners / Financial Advisors from Efficient Wealth, External brokers, Investment Consultants from Life and Asset Management Companies)Administration:Advise Wealth Planners on investment options and tax implications at death.Draft reports, including tax implications, calculations, estate plans, and annexures as instructed by the Wealth Planner.Provide additional assistance to Wealth Planners after the presentation of reports, when necessary.Recommend suitable products and investment structures.Monitor and track relevant legislation applicable to estate planning.Prepare ad hoc risk cover reports when requested by the Wealth Planner.Process:3 Business days lead time in preparation of investment reports / proposals for Financial Advisors. https://www.executiveplacements.com/Jobs/F/FINANCIAL-PLANNER-1267491-Job-Search-3-2-2026-10-26-40-AM.asp?sid=gumtree

10d

Executive Placements

Mamelodi

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A well known company within the financial sector is looking for a Experienced Financial Planner:Qualification and experience:Bachelors degree in Finance, Economics, Accounting, Business Administration, or a related field.Relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or local equivalents.Minimum of 5 years of experience in financial planning, wealth management, or a similar advisory role within the financial sector.Strong knowledge of financial products, investment vehicles, and current market trends.Demonstrated expertise in tax planning, estate planning, and risk management.Excellent analytical, organizational, and problem-solving skills.Outstanding interpersonal and communication abilities, with a client-focused mindset.High ethical standards and commitment to maintaining confidentiality and integrity.Proficient in relevant financial planning software, CRM systems, and MS Office Suite.Duties:Client Consultation and Relationship Building:Conduct in-depth client interviews to assess financial needs, goals, and risk tolerance.Develop and maintain strong, trust-based relationships with clients, serving as their primary financial advisor.Regularly review client portfolios and update plans as circumstances or market conditions change.Communicate complex financial concepts in clear, accessible language.Financial Planning and Strategy:Develop comprehensive, customized financial plans tailored to individual client objectives.Analyze existing assets, liabilities, cash flow, insurance coverage, and tax status.Advise clients on investment opportunities, including stocks, bonds, mutual funds, and real estate.Provide guidance on retirement, estate, education, and tax planning.Recommend appropriate insurance products to manage risk.Investment Management:Monitor market trends and adjust financial plans as needed.Research and evaluate financial products and investment vehicles to align with client goals.Implement strategies for asset allocation, diversification, and rebalancing.Ensure compliance with regulatory requirements and ethical standards in all investment recommendations.Compliance and Documentation:Uphold all legal and regulatory requirements, including data privacy and Know Your Customer (KYC) protocols.Maintain meticulous records of all client interactions, plans, and transactions.Prepare regular reports and documentation for both clients and internal audits.Stay informed of industry changes, tax law updates, and financial products.Professional Development:Pursue ongoing education and certifications to maintain and enhance professional competency.https://www.jobplacements.com/Jobs/F/FINANCIAL-PLANNER-1270197-Job-Search-3-10-2026-4-53-54-AM.asp?sid=gumtree

Job Placements

Bo-Kaap

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"financial advisor jobs" in South Africa

financial advisor jobs in South Africa (240 results)

Results for financial advisor jobs in "financial advisor jobs" in South Africa in South Africa