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Results for financial advisor in "financial advisor" in Jobs in South Africa in South Africa
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JOIN OUR TEAM AS A FINANCIAL ADVISOR!Are you passionate about helping others achieve their financial goals? Do you have a passion for numbers and a desire to build a rewarding career in the financial services industry? Look no further!A leading financial services organisation in South Africa, with over six decades of excellence, offers an exciting opportunity for aspiring financial advisors.DUTIES AND RESPONSIBILITIES:Source clients through networking and referral initiatives. Build long lasting relationships with clients through excellent ongoing client servicesGive objective professional advice based on client needs and objectivesBuild a long-term professional, profitable businessMarket and sell the Companys product rangeAchieve monthly targetsKeeping abreast with industry trends and legislative issuesMINIMUM REQUIREMENTS (NON NEGOTIABLE)Matric, Mathematics and EnglishRecognized University Degree (Financial Degree would be advantageous)South African CitizenDrivers License and own Reliable CarOwn Cell phone and laptopDo not have any previous experience as a Financial AdvisorEntrepreneurial mindset
https://www.jobplacements.com/Jobs/F/FINANCIAL-ADVISOR-1250070-Job-Search-1-11-2026-4-32-07-AM.asp?sid=gumtree
3d
Job Placements
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Financial Advisor Our client is seeking an experienced Financial Advisor to join their team in Johannesburg! What we offer:- Commission-based earning potential- Location: South of Johannesburg- Hybrid working model with flexibility for home working- Opportunity to build and grow your client portfolio- Career advancement in financial services What Youll Do:- Provide clients with expert financial advice and planning- Create and manage comprehensive financial plans- Guide clients through investment options and strategies- Perform detailed risk assessments- Develop retirement planning strategies- Review and optimize client portfolios for asset growth- Conduct market research and financial analysis- Stay current with financial trends and legislation- Build and maintain strong client relationships Essential Requirements:- Minimum 2 years of financial planning at a registered financial service provider- Existing date of first appointment as representative with FSCA- Bachelors degree or diploma in finance, economics, risk management, business, insurance, or related field- Industry-approved qualification Core Skills Required:- Financial Planning and retirement planning expertise- Proficiency in finance, investment, and long-term risk insurance- Strong analytical and problem-solving abilities- Excellent interpersonal and communication skills- Ability to work independently and as part of a team- Experience in financial services or related fields
https://www.jobplacements.com/Jobs/F/Financial-Advisor-1250518-Job-Search-1-12-2026-9-35-16-AM.asp?sid=gumtree
2d
Job Placements
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Financial Advisor Our client is seeking an experienced Financial Advisor to join their team in Johannesburg!What we offer:- Commission-based earning potential- Location: South of Johannesburg- Hybrid working model with flexibility for home working- Opportunity to build and grow your client portfolio- Career advancement in financial servicesWhat Youll Do:- Provide clients with expert financial advice and planning- Create and manage comprehensive financial plans- Guide clients through investment options and strategies- Perform detailed risk assessments- Develop retirement planning strategies- Review and optimize client portfolios for asset growth- Conduct market research and financial analysis- Stay current with financial trends and legislation- Build and maintain strong client relationships Essential Requirements:- Minimum 2 years of financial planning at a registered financial service provider- Existing date of first appointment as representative with FSCA- Bachelors degree or diploma in finance, economics, risk management, business, insurance, or related field- Industry-approved qualification Core Skills Required:- Financial Planning and retirement planning expertise- Proficiency in finance, investment, and long-term risk insurance- Strong analytical and problem-solving abilities- Excellent interpersonal and communication skills- Ability to work independently and as part of a team- Experience in financial services or related fields
https://www.jobplacements.com/Jobs/F/Financial-Advisor-1248878-Job-Search-1-7-2026-2-45-03-AM.asp?sid=gumtree
7d
Job Placements
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Job Title: Lead Generation Specialist (Ex-Financial Advisors)Company: Lead Gurus KSGLocations: Cape Town Employment Type: Full-timeAbout the RoleLead Gurus is seeking former Financial Advisors to join our "Leads Gen Services" team. This role leverages your previous industry expertise in financial services to drive high-quality lead generation. Unlike traditional advisory roles, this position focuses on the front-end of the sales funnel, providing a stable alternative to commission-only structures.Key RequirementsTo be considered for this role, candidates must meet the following criteria:Professional Experience: Minimum of 3 years of experience specifically as a Financial Advisor.Transportation: Must possess a reliable personal vehicle.Equipment: Must own a functional laptop.Location: Must be based in Cape Town Remuneration & PerksSalary: R8,000 Basic + 5% Commission.Financial Stability: Guaranteed earnings with no clawbacks or lapses.Allowances: Includes a dedicated Fuel and Cellphone allowance to cover operational costs.How to Apply:Interested candidates should submit their professional resume/CV via email:Email: kevin@leadgurus.co.zaWebsite: leadgurus.co.zaJob Type: Full-timeWork Location: In person
3d
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Our client within the Financial Sector has a Senior Administrative Assistant position available. This person must implement and coordinate suitable processes and procedures to ensure the effective and efficient administration of the branch. This person will be an assistant to the Financial Advisor and must be experienced, have good internet skills, and be fluent in both English and Afrikaans. Your:Formal Education:Matric and relevant industry-related degreeExperience:A minimum of five years relevant experience in the financial services industryCritical Competencies:Knowledge AdministrationTechnologically literate (MS Office, Excel)Good internet skills - email programPrinciples of sound English and Afrikaanswill enable you to:People:Proactively manage all client queries and process their requests accurately and with due care and diligence;Interact with clients, staff and stakeholders;Regular interaction with clients, colleagues and management to ensure the effective and efficient delivery of administrative and planning requirements.Processes:Arrange and finalize all repurchases, loans and surrenders and replacements;Monitor maturities and report back to the advisor;Arrange appointments and manage the advisors diary, ensure reviews are set-up;Arrange flights and transfers for advisor when travelling to client visits;Arrange invoices and quotes where applicable;Timeously arrange for applications and switch forms and ensure documents are complete and accurate;Submit new business timeously and accurately and follow up on the process;Provide daily feedback to advisor on all business in process;Manage and drive outstanding requirements i.e. medicals, questionnaires, FICA documents and anything material to the case;Ensure that all instructions are received and processed by product providers, and that processing takes place within reasonable SLA turn-around times;Assist with the planning where advisor markets his services;Gather and prepare information for client meetings, including but not limited to initial meeting and client reviews;Ensure processes set by head office (expense claims, application for leave etc.) are followed, and act as facilitator for information and documents to flow between offices;Ensure correct broker code allocated to clients, keep records of any changes;Handle or facilitate the resolution of all queries received within 24 hours or at earliest possible time;Responsible for ensuring all FAIS and FICA compliance documents are on record, monitor and assist advisor with
https://www.jobplacements.com/Jobs/S/SNR-ADMIN-ASSISTANT-FOR-FINANCIAL-ADVISOR-1248892-Job-Search-1-7-2026-4-27-14-AM.asp?sid=gumtree
7d
Job Placements
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Our client is seeking an experienced Financial Advisor to join their team in Johannesburg! What we offer:?? Commission-based earning potential?? Location: South of Johannesburg?? Hybrid working model with flexibility for home working?? Opportunity to build and grow your client portfolio?? Career advancement in financial services What Youll Do:?? Provide clients with expert financial advice and planning?? Create and manage comprehensive financial plans?? Guide clients through investment options and strategies? Perform detailed risk assessments?? Develop retirement planning strategies?? Review and optimize client portfolios for asset growth?? Conduct market research and financial analysis?? Stay current with financial trends and legislation?? Build and maintain strong client relationships Essential Requirements:? Minimum 2 years of financial planning at a registered financial service provider?? Existing date of first appointment as representative with FSCA?? Bachelors degree or diploma in finance, economics, risk management, business, insurance, or related field?? Industry-approved qualification Core Skills Required:?? Financial Planning and retirement planning expertise?? Proficiency in finance, investment, and long-term risk insurance?? Strong analytical and problem-solving abilities?? Excellent interpersonal and communication skills?? Ability to work independently and as part of a team?? Experience in financial services or related fields
https://www.jobplacements.com/Jobs/F/Financial-Advisor-1248448-Job-Search-1-6-2026-2-58-48-AM.asp?sid=gumtree
8d
Job Placements
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As an independent financial brokerage, our client provides a wide array of Financial Services to its Professional clients in the market including Risk, Investment, and Estate Planning. They pride themselves in providing exceptional client services unmatched within the industry. Responsibilities:Pitch our business to potential new clients and schedule appointments with existing clients for financial advisor visits (Cold-Calling)Source leads from various databases.Work closely with financial advisors and their teams.Schedule appointments based on financial advisors diaries.Meet daily, weekly, and monthly targets.Ability to communicate effectively with their niche clientele Contribute significantly to new business revenue.Key Qualifications:Proficient in both written and verbal communication.Ability to demonstrate great listening skills.Exceptional at building rapport with clients.Displays patience and empathy towards customers.Strong time management and organizational abilities.Comfortable working in fast-paced environments.Basic or advanced troubleshooting skills, depending on the role.Familiarity with common software and tools.In-depth understanding of the companys products and services.Specialized knowledge in the customer service area we focus on, such as Wealth portfolios, short-term insurance, financial services, and other relevant domains.Minimum Requirements: Matric Fluent in English 1 - 3 years experience in a similar environment Remuneration: Salary: R5 000 - R8 000 + Commission Working Hours: Monday - Friday, 8 am - 4.30 pm **Only Shortlisted candidates will be contacted**
https://www.jobplacements.com/Jobs/C/Call-Centre-Agent-Financial-Services-1197825-Job-Search-01-05-2026-00-00-00-AM.asp?sid=gumtree
8d
Job Placements
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The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our clients’ products, processes, transactions, web services as well as general queries regarding their client’s investments. Our client advocates excellent client service and strives to be the number one service provider in industry. They promote an innovative and entrepreneurial culture and appreciate the manifestation of these initiatives within their service offering.Responsibilities:Manage flow of work items (Instructions, queries, requests)Resolve rejections via email or telephonicManage exceptions of internal and external stakeholderLog and resolve queries. Be able to give feedback on relevant queries as and when neededManage all inbound calls from IFA’s, their assistants, and administration officeWork collaboratively with IFA’s and all relevant stakeholdersSubmit, track, and give feedback on any instructions to Advisors and Advisor AssistantsMaintain agreed upon turnaround times on all administrative tasksAttend regular team meetingsUnderstand the changing servicing needs of AdvisorsBe able to build strong relationships with internal and external stakeholdersAlways be supportive in offering assistance to the brokers/broker assistants and able to train their assistantsRequirements:Minimum 3 – 5 years relevant industry experienceA business focused degreeRPE/CFA/CFP will be advantageousMatric qualification having passed both core Mathematics and EnglishMinimum 18 months experience and strong technical knowledge of Linked Products, Local Unit Trusts and Offshore Funds is essentialExcellent understanding and navigation of our clients systemProficient in Microsoft Office PackageExcellent business writing skillsBusiness Afrikaans (reading, writing, and speaking) will be an advantage Competencies:The ability to build and maintain meaningful relationshipsDriven by resultsRecognise that the engine of career growth is driven by the individualAbility to analyse, interpret and assimilate information
https://www.jobplacements.com/Jobs/A/Advisor-Liaison-Consultant-Retail-Investments-1250181-Job-Search-01-12-2026-02-00-15-AM.asp?sid=gumtree
2d
Job Placements
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The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our clients’ products, processes, transactions, web services as well as general queries regarding their client’s investments. Our client advocates excellent client service and strives to be the number one service provider in industry. They promote an innovative and entrepreneurial culture and appreciate the manifestation of these initiatives within their service offering. Responsibilities:Manage flow of work items (Instructions, queries, requests)Resolve rejections via email or telephonicManage exceptions of internal and external stakeholderLog and resolve queries. Be able to give feedback on relevant queries as and when neededManage all inbound calls from IFA’s, their assistants, and administration officeWork collaboratively with IFA’s and all relevant stakeholdersSubmit, track, and give feedback on any instructions to Advisors and Advisor AssistantsMaintain agreed upon turnaround times on all administrative tasksAttend regular team meetingsUnderstand the changing servicing needs of AdvisorsBe able to build strong relationships with internal and external stakeholdersAlways be supportive in offering assistance to the brokers/broker assistants and able to train their assistants Requirements:Minimum 3 – 5 years relevant industry experienceA business focused degreeRPE/CFA/CFP will be advantageousMatric qualification having passed both core Mathematics and EnglishMinimum 18 months experience and strong technical knowledge of Linked Products, Local Unit Trusts and Offshore Funds is essentialProficient in Microsoft Office PackageExcellent business writing skillsBusiness Afrikaans (reading, writing, and speaking) will be an advantage Competencies:The ability to build and maintain meaningful relationshipsDriven by resultsRecognise that the engine of career growth is driven by the individualAbility to analyse, interpret and assimilate information
https://www.jobplacements.com/Jobs/N/National-Advisor-Support-Consultant--09-month-Fix-1250178-Job-Search-01-12-2026-02-00-15-AM.asp?sid=gumtree
2d
Job Placements
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The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our clients’ products, processes, transactions, web services as well as general queries regarding their client’s investments. Our client advocates excellent client service and strives to be the number one service provider in industry. They promote an innovative and entrepreneurial culture and appreciate the manifestation of these initiatives within their service offering. Responsibilities:Manage flow of work items (Instructions, queries, requests)Resolve rejections via email or telephonicManage exceptions of internal and external stakeholderLog and resolve queries. Be able to give feedback on relevant queries as and when neededManage all inbound calls from IFA’s, their assistants, and administration officeWork collaboratively with IFA’s and all relevant stakeholdersSubmit, track, and give feedback on any instructions to Advisors and Advisor AssistantsMaintain agreed upon turnaround times on all administrative tasksAttend regular team meetingsUnderstand the changing servicing needs of AdvisorsBe able to build strong relationships with internal and external stakeholdersAlways be supportive in offering assistance to the brokers/broker assistants and able to train their assistants Requirements:Minimum 3 – 5 years relevant industry experienceA business focused degreeRPE/CFA/CFP will be advantageousMatric qualification having passed both core Mathematics and EnglishMinimum 18 months experience and strong technical knowledge of Linked Products, Local Unit Trusts and Offshore Funds is essentialExcellent understanding and navigation of our clients systemProficient in Microsoft Office PackageExcellent business writing skillsBusiness Afrikaans (reading, writing, and speaking) will be an advantage Competencies:The ability to build and maintain meaningful relationshipsDriven by resultsRecognise that the engine of career growth is driven by the individualAbility to analyse, interpret and assimilate information
https://www.jobplacements.com/Jobs/A/Advisor-Liaison-Consultant-Retail-Investments-09-m-1250180-Job-Search-01-12-2026-02-00-15-AM.asp?sid=gumtree
2d
Job Placements
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Oversee group-level financial control and reporting, ensuring accuracy and compliance across all business unitsManage the month-end close, consolidation, and preparation of management reports within tight deadlinesSupport forecasting and budgeting processes, including template design, variance analysis, and performance reportingMaintain integrity of the general ledger and balance sheet through strong reconciliations and efficient processesDrive improvements in financial systems, reporting tools, and automation to enhance accuracy and efficiencyCoordinate audit and tax processes, liaising with external auditors and advisors to ensure statutory complianceManage key aspects of compliance and corporate governance, including VAT, PAYE, insurance, and other regulatory submissionsPartner with operational and divisional teams to provide insights, strengthen controls, and support informed business decisions Skills & Experience: BCom Accounting degree with completed Honours OR completed articleMinimum 3 years experience in financial accounting, auditing, or group reporting within a complex business environmentORNewly Qualified CA(SA)Strong technical knowledge of financial controls, consolidations, and statutory complianceAdvanced Excel and ERP system skillsMeticulous attention to detail, with a drive for continuous improvement and process innovationExcellent communication and stakeholder management abilitiesAbility to manage multiple priorities under pressure while maintaining high standards of accuracyQualification:Tertiary qualification in Finance and HonoursCompleted articles: SAIPA, CIMA, SAICA Contact ALEXANDRA MALONEY on
https://www.jobplacements.com/Jobs/G/Group-Financial-Accountant-1248995-Job-Search-01-07-2026-04-12-55-AM.asp?sid=gumtree
2d
Job Placements
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Take ownership of group-wide financial oversight, delivering accurate, compliant reporting across multiple business unitsLead the month-end close and consolidation process, producing timely and insightful management reportsPlay a key role in budgeting and forecasting, building templates, analysing variances, and tracking performanceSafeguard the general ledger and balance sheet through robust reconciliations and well-designed processesIdentify and implement improvements in financial systems, reporting, and automation to boost efficiency and reliabilityOversee audit and tax coordination, working closely with external auditors and advisors to meet statutory requirementsManage core compliance and governance activities, including VAT, PAYE, insurance, and regulatory filingsWork closely with operational and divisional leaders to provide commercial insight, strengthen controls, and support better decision-makingSkills & Experience: BCom Accounting degree with completed Honours OR completed articleMinimum 3 years experience in financial accounting, auditing, or group reporting within a complex business environmentORNewly Qualified CA(SA)Strong technical knowledge of financial controls, consolidations, and statutory complianceAdvanced Excel and ERP system skillsMeticulous attention to detail, with a drive for continuous improvement and process innovationExcellent communication and stakeholder management abilitiesAbility to manage multiple priorities under pressure while maintaining high standards of accuracyQualification:Tertiary qualification in Finance and HonoursCompleted articles: SAIPA, CIMA, SAICA Contact TATUM ROBINSON on
https://www.jobplacements.com/Jobs/G/Group-Financial-Accountant-1250308-Job-Search-01-12-2026-04-13-27-AM.asp?sid=gumtree
2d
Job Placements
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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-1250072-Job-Search-1-11-2026-4-37-25-AM.asp?sid=gumtree
3d
Job Placements
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Available position in 2026 1. Sales representatives 2. Direct marketers 3.Financial advisors We are currently hiring non experienced and experienced. This is the opportunity for 2025 Grade 12. Are you able to sell??Are you tired of being unemployed??Are you well spoken, or need training??Do you have basic knowledge of Insurance & securities??Do you have a valid identification?? If your answer is YESWe are looking for you, send us your Cv ASAP to book for an interview.Email: hr@bathoa.co.za or WhatsApp: 0620527699All questions will be answered during interviews.
10d
VERIFIED
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This role is ideal for a CA(SA) who wants breadth, pace, and real commercial impact in a business where margins, volumes, and efficiency truly matter.Key Responsibilities:Preparation and review of monthly management accounts and financial reportingPartnering with supply chain, procurement and logistics teams to analyse costs, efficiencies and savingsMonitoring and reporting on COGS, inventory, stock movements and working capitalAssisting with budgeting, forecasting and variance analysisSupporting tax compliance (VAT, income tax, and provisional tax) and liaising with tax advisorsPlaying a key role in internal and external auditsMaintaining strong financial controls, governance and complianceDriving continuous improvement across finance and supply chain processesSupporting the Senior Financial Manager / Finance Director with ad hoc projectsWhat Were Looking For:CA(SA) newly qualified or up to 12 years post-articlesExposure to FMCG, supply chain, inventory or high-volume environments advantageousSolid understanding of tax and audit processesStrong analytical skills and a commercial, problem-solving mindsetAdvanced Excel skills; and experience with large ERPs highly beneficialConfident communicator able to engage cross-functionallyWhy Join?:Work for a leading FMCG brand with strong market presenceHands-on exposure to supply chain finance and operational decision-makingBroad FM role that accelerates your path to Financial Manager / Finance Business PartnerHigh-performance culture with strong mentorship and developmentIf youre a CA(SA) looking for a role that combines technical excellence, operational insight and commercial exposure, this opportunity offers an outstanding platform for growth.Apply now or contact us for a confidential discussion.
https://www.jobplacements.com/Jobs/J/Junior-Financial-Manager-Auditor-1249595-Job-Search-01-08-2026-00-00-00-AM.asp?sid=gumtree
2d
Job Placements
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