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Results for financial advisor in "financial advisor" in Jobs in South Africa in South Africa
1
Our client, a respected and growing wealth and financial advisory firm, is looking for a Paraplanner to join their dynamic team. This role is perfect for someone who thrives in a collaborative environment and enjoys being the analytical backbone that supports advisors in delivering tailored financial solutions to clients.You will work closely with Financial Advisors to prepare financial plans, conduct research, analyse client portfolios, and ensure that all recommendations align with regulatory and compliance standards. The role offers exposure to a wide range of wealth management strategies, including investments, retirement planning, and risk planning, providing an excellent platform for professional development within the financial planning space.This opportunity offers the chance to build deeper expertise in financial planning while working alongside experienced advisors and industry professionals, making it ideal for someone looking to grow their career in wealth management.Key Responsibilities:Prepare and develop comprehensive financial plans and reports for clients.Conduct research and analysis on investment products and financial planning strategies.Assist Financial Advisors with portfolio analysis, projections, and client recommendations.Prepare client review documentation and investment performance reports.Ensure that all documentation meets compliance and regulatory requirements.Support advisors with administrative and technical aspects of financial planning processes.Job Experience and Skills Required:Education:Diploma or Degree in Finance, Financial Planning, Investment Management, or a related fieldCFP®NQF Level 5 or 6 in Financial Planning / Wealth Management will be advantageousExperience:25 years experience in a paraplanning or financial planning support roleExperience within wealth management, financial advisory, or investment environmentsExposure to financial planning software and investment platformsSkills:Strong analytical and financial planning skillsAdvanced Microsoft Excel and financial planning toolsHigh level of attention to detail and accuracyExcellent communication and report-writing skillsFor more exciting Finance vacancies, please visit:
https://www.jobplacements.com/Jobs/P/Paraplanner-1278405-Job-Search-04-07-2026-00-00-00-AM.asp?sid=gumtree
3d
Job Placements
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A national new generation independent financial planning business is looking for a Financial Advisor to join the team.Qualification: Minimum bachelors degree in financial planning or similar.Regulatory Examination 5 for representatives.CERTIFIED FINANCIAL PLANNER® Professional will be added advantage.Experience:Minimum 5 Years in financial advisory role.Key Responsibilities :Financial Planning: Conduct comprehensive financial assessments of clients, understanding their financial goals, analysing their current financial situation, and create personalised financial plans to achieve those goals.Investment Management: Recommend suitable investment strategies and products based on the clients risk tolerance, time horizon, and financial objectives. Monitoring and managing investment portfolios to optimize performance and align with the clients goals.Retirement Planning: Assist clients in planning for their retirement by estimating retirement needs, recommending retirement accounts, and devising strategies to accumulate sufficient funds for a comfortable retirement.Tax Planning: Provide guidance on tax-efficient investment strategies and suggest ways to reduce tax liabilities through proper tax planning techniques.Client Education: Educating clients about various financial concepts, investment options, and economic trends to enhance their financial literacy and empower them to make informed decisions.Compliance and Regulatory Adherence: Ensuring compliance with relevant financial regulations, laws, and industry standards, as well as maintaining appropriate fit and proper requirements.Client Relationship Management: Build strong, long-term relationships with clients by providing exceptional service, regular communication, and being accessible to address their financial concerns.Market Research and Analysis: Stay informed about the latest market trends, economic developments, and financial products to offer well-informed advice to clients.Continual Professional Development: Engage in ongoing education and training to stay updated on industry changes, new investment options, and evolving financial planning strategies.Networking and Business Development: Build and expanding a network of potential clients and industry contacts to grow your client base and business.Ethical Conduct: Maintain the highest ethical standards and putting clients interests first in all financial recommendations and interactions.
https://www.jobplacements.com/Jobs/F/FINANCIAL-ADVISOR-1279535-Job-Search-4-10-2026-4-12-26-AM.asp?sid=gumtree
1d
Job Placements
1
A national new generation independent financial planning business is looking for a Financial Advisor to join the team.Qualification: Minimum bachelors degree in financial planning or similar.Regulatory Examination 5 for representatives.CERTIFIED FINANCIAL PLANNER® Professional will be added advantage.Experience:Minimum 5 Years in financial advisory role.Key Responsibilities :Financial Planning: Conduct comprehensive financial assessments of clients, understanding their financial goals, analysing their current financial situation, and create personalised financial plans to achieve those goals.Investment Management: Recommend suitable investment strategies and products based on the clients risk tolerance, time horizon, and financial objectives. Monitoring and managing investment portfolios to optimize performance and align with the clients goals.Retirement Planning: Assist clients in planning for their retirement by estimating retirement needs, recommending retirement accounts, and devising strategies to accumulate sufficient funds for a comfortable retirement.Tax Planning: Provide guidance on tax-efficient investment strategies and suggest ways to reduce tax liabilities through proper tax planning techniques.Client Education: Educating clients about various financial concepts, investment options, and economic trends to enhance their financial literacy and empower them to make informed decisions.Compliance and Regulatory Adherence: Ensuring compliance with relevant financial regulations, laws, and industry standards, as well as maintaining appropriate fit and proper requirements.Client Relationship Management: Build strong, long-term relationships with clients by providing exceptional service, regular communication, and being accessible to address their financial concerns.Market Research and Analysis: Stay informed about the latest market trends, economic developments, and financial products to offer well-informed advice to clients.Continual Professional Development: Engage in ongoing education and training to stay updated on industry changes, new investment options, and evolving financial planning strategies.Networking and Business Development: Build and expanding a network of potential clients and industry contacts to grow your client base and business.Ethical Conduct: Maintain the highest ethical standards and putting clients interests first in all financial recommendations and interactions.
https://www.jobplacements.com/Jobs/F/FINANCIAL-ADVISOR-1279532-Job-Search-4-10-2026-4-00-34-AM.asp?sid=gumtree
1d
Job Placements
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A national new generation independent financial planning business is looking for a Financial Advisor to join the team.Qualification: Minimum bachelors degree in financial planning or similar.Regulatory Examination 5 for representatives.CERTIFIED FINANCIAL PLANNER® Professional will be added advantage.Experience:Minimum 5 Years in financial advisory role.Key Responsibilities :Financial Planning: Conduct comprehensive financial assessments of clients, understanding their financial goals, analysing their current financial situation, and create personalised financial plans to achieve those goals.Investment Management: Recommend suitable investment strategies and products based on the clients risk tolerance, time horizon, and financial objectives. Monitoring and managing investment portfolios to optimize performance and align with the clients goals.Retirement Planning: Assist clients in planning for their retirement by estimating retirement needs, recommending retirement accounts, and devising strategies to accumulate sufficient funds for a comfortable retirement.Tax Planning: Provide guidance on tax-efficient investment strategies and suggest ways to reduce tax liabilities through proper tax planning techniques.Client Education: Educating clients about various financial concepts, investment options, and economic trends to enhance their financial literacy and empower them to make informed decisions.Compliance and Regulatory Adherence: Ensuring compliance with relevant financial regulations, laws, and industry standards, as well as maintaining appropriate fit and proper requirements.Client Relationship Management: Build strong, long-term relationships with clients by providing exceptional service, regular communication, and being accessible to address their financial concerns.Market Research and Analysis: Stay informed about the latest market trends, economic developments, and financial products to offer well-informed advice to clients.Continual Professional Development: Engage in ongoing education and training to stay updated on industry changes, new investment options, and evolving financial planning strategies.Networking and Business Development: Build and expanding a network of potential clients and industry contacts to grow your client base and business.Ethical Conduct: Maintain the highest ethical standards and putting clients interests first in all financial recommendations and interactions.
https://www.jobplacements.com/Jobs/F/FINANCIAL-ADVISOR-1279517-Job-Search-4-10-2026-3-44-22-AM.asp?sid=gumtree
1d
Job Placements
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Requirements:Completed BCom Degree (Preferably majoring in Information Systems, Analytics and Investment Planning / Risk Management) or BCom (Economics) / NQF4 / 5 Short Term InsuranceNo More than 2 Years experience in the financial services industryResponsibilities:To provide underwriting assistance to the Advisers. The position will focus on personal and commercial lines business.
https://www.jobplacements.com/Jobs/W/Wealth-Advisor-Assistant-Paarl-1267772-Job-Search-04-10-2026-00-00-00-AM.asp?sid=gumtree
1d
Job Placements
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IntroductionA leading company within the financial services sector, based in East Rand is looking for an Executioner.The Executioner is responsible for implementing all client instructions accurately and efficiently after the advisor meeting, ensuring that submissions are complete, tracked, followed through, and communicated back to both the advisor and the client.Duties & ResponsibilitiesThe Executioner is responsible for implementing all client instructions accurately and efficiently after the advisor meeting, ensuring that submissions are complete, tracked, followed through, and communicated back to both the advisor and the client.Practical responsibilitiesPre-submissionreceive and interpret advisor instructionsreview meeting outcomes and notescheck supporting documentsprepare provider-specific paperworkensure compliance requirements are metidentify outstanding items before submissionSubmissioncapture and submit all instructions accuratelyupload documents to provider portalssend formal instructions where requiredlog submissions on CRM/workflow systemsrecord expected turnaround timesFollow-uptrack all pending itemsfollow up with providers, admin teams and clientsresolve rejections, queries and outstanding requirementsescalate urgent matters to the advisor or managerCompletionconfirm implementation has been finalisedprovide feedback to clientupdate the advisorclose the case on the systemensure all documents are saved correctlyDesired Experience & QualificationMinimum & ideal qualifications:BCom DegreeBCom HonsMinimum & ideal previous experience:No experiencePrevious paraplanner or administrator experience at an actual Financial Planning office (not head office)Package & RemunerationR 12 000 – R 18 000 CTC pm.Interested?Please mail your CV to hr1 (at) peopledimension (dot) co (dot) zaShortlisted applicants will be contacted within 2 weeks, if you do not hear from us by then your application for this position was unsuccessful, but you have been added to our database for future vacancies.
https://www.jobplacements.com/Jobs/E/Executioner-Paraplanner-1278728-Job-Search-04-08-2026-05-00-15-AM.asp?sid=gumtree
3d
Job Placements
1
Key Performance Areas- Administration- Calculations- Practice Management- Communication & Client intimacy- Greater office contributionQualification- Matric- Preferable tertiary qualification.- Preference to Investment Management, Financial planning, Accounting, Tax or CFP.Experience- Ideally 3-5 years experience in an advisory practice.
https://www.jobplacements.com/Jobs/A/Advisory-Assistant-1277824-Job-Search-04-02-2026-10-15-51-AM.asp?sid=gumtree
8d
Job Placements
1
Key Responsibilities:Identify and develop new business opportunities within corporate finance, legal, and advisory environmentsBuild and manage a strong sales pipeline through proactive outreach and relationship buildingEngage with senior stakeholders including executives, deal advisors, and financial decision-makersManage the full sales cycle from initial engagement through to closing dealsPrepare proposals, lead negotiations, and secure new business mandatesExpand revenue within existing accounts through repeat deal flow and cross-sellingMonitor market activity and identify transaction opportunities (e.g. M&A, capital raises, restructuring)Maintain regular client engagement through meetings, networking, and industry interactionRequirements:Minimum 3 years experience in B2B sales with a strong focus on new business developmentProven track record of generating own pipeline and closing dealsExperience managing a full sales cycleAbility to engage confidently with senior stakeholdersStrong negotiation and communication skillsSelf-motivated and able to work independentlyAdvantageous:Experience in fintech, SaaS, financial services, or legal/compliance solutionsExposure to corporate finance or transaction-driven environmentsExperience in complex or solution-based salesKey Attributes:Strong hunter mentality with a focus on revenue generationCommercially driven and target-orientedHigh levels of resilience and persistenceProactive and self-directedStrong relationship-building ability
https://www.jobplacements.com/Jobs/S/Sales-Representative-FinTech-1279212-Job-Search-04-09-2026-04-31-28-AM.asp?sid=gumtree
2d
Job Placements
1
Key ResponsibilitiesThe Commissions Administrator will be responsible for managing and reconciling commission and fee payments, ensuring accuracy between bank transactions, commission statements, and internal financial records. You will act as a key link between finance, operations, financial advisors, and external product providers.Process and reconcile commission and fee paymentsMatch bank deposits to commission statements dailyManage and clear suspense accountsProcess invoices, payments, and manual commission transactionsHandle queries from internal teams and external providersPrepare month-end reconciliation packsMaintain accurate financial and commission recordsSupport general operational and administrative dutiesMinimum Requrements:23 years experience in financial administration or operationsStrong exposure to commission processing OR bank reconciliationsExperience working with financial data, invoicing, or paymentsStrong Excel skills (essential)Experience in financial services / insurance / banking (advantageous)Important Note:This is not a general administrative or reception role.Applicants without finance, reconciliation, or commission processing experience will not be considered.How to apply:
https://www.jobplacements.com/Jobs/C/Commissions-Administrator-1279722-Job-Search-04-10-2026-04-34-35-AM.asp?sid=gumtree
1d
Job Placements
1
Financial Advisor Our client is seeking an experienced Financial Advisor to join their team in Johannesburg!What we offer:- Commission-based earning potential- Hybrid working model with flexibility for home working- Opportunity to build and grow your client portfolio- Career advancement in financial servicesLocation: South of JohannesburgWhat 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 relationshipsEssential 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 qualificationCore 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-1275005-Job-Search-3-25-2026-1-45-36-AM.asp?sid=gumtree
17d
Job Placements
1
REMUNERATION
financial package+incentives
ROLE AND RESPONSIBILITIES
Managing a team of financial advisors
Achieving sales targets
Maintaining a sustainable business unit
REQUIREMENTS
Matric a degree will be preferable
Own vehicle and valid driver's licence
Clear credit and criminal record
REO5 passed
120 credits or equivalent
Excellent communication skills
PLEASE EMAIL YOUR CV TO
Terica@prolead-group.co.za
MUST HAVE OWN VEHICLE AND LAPTOP NOT NEGOTIABLE
12h
VERIFIED
1
Your journey to CA(SA) doesnt end with articles - its where real commercial exposure begins. A growing accounting and advisory firm is looking for a Senior Accountant who is either a newly qualified CA(SA) or has completed SAICA articles and is preparing to write board exams.This is a remote-first role with occasional travel to clients in Pretoria and surrounding areas, offering the opportunity to work closely with a diverse client base while building strong reporting and advisory skills. If youre looking for flexibility without losing exposure, this role strikes the right balance.Key Responsibilities:Preparing and reviewing financial reports and management accountsAssisting clients with financial reporting and compliance requirementsSupporting month-end and year-end processesEngaging directly with clients to provide financial insights and supportAssisting with audit preparation and technical accounting mattersTravelling to client sites when requiredJob Experience and Skills Required:Completed SAICA articles (with 1 year post-articles experience) or a newly qualified CA(SA)Candidates preparing to write board exams also encouraged to applyStrong experience in financial reportingValid drivers licence (essential for travel to clients)Ability to work independently in a remote environmentStrong communication and client-facing skillsAfrikaans proficiency advantageousThis role is ideal for a driven, career-focused Accountant who wants to continue building technical depth while gaining hands-on client exposure in a flexible working environment.For more exciting Finance opportunities, visit:
https://www.jobplacements.com/Jobs/S/Senior-Accountant-1277443-Job-Search-04-01-2026-00-00-00-AM.asp?sid=gumtree
3d
Job Placements
1
We are looking for individuals with 2-3 years work experience, who are motivated, high achievers to meet the challenges and aspirations of our clients in the financial services industry.
Our training and development will provide you with the necessary qualifications to become a Certified Financial Planner.
Job Type: Full-time
Application Questions:
You must have your own vehicle.
Matric Certificate
Experience:
Work experience: 2-3 years (Required)
Work Location: In person Durban KZN
Email your CV to: terica@prolead-group.co.za
MUST HAVE OWN CAR AND LAPTOP NOT NEGOTIABLE
12h
VERIFIED
1
Job Advertisement: Business Manager Project FinancePretoria OfficeDepartment: CorporateContract Type: PermanentThe Senior Manager of Project Finance is responsible for leading the structuring, execution, and management of project finance transactions. This role involves working closely with internal teams and external stakeholders, including partners, lenders, investors, financial advisors, legal teams, and government agencies, to secure project funding and ensure financial compliance. The position requires a deep understanding of deal structuring, financial modelling, risk analysis, capital markets, and regulatory frameworks.AREAS OF RESPONSIBILITY. Project Structuring & Financing:Lead the development of financial models and structures for large-scale projects.Conduct comprehensive financial analysis, including cash flow forecasting and sensitivity analysis, to assess project viability and financial returns.Structure and negotiate financing terms with banks, investors, and other financial institutions.Manage financial due diligence processes, ensuring compliance with legal and regulatory requirements.Deal Execution:Oversee the preparation and presentation of financial proposals to lenders and investors.Negotiate terms and conditions of loans, equity investments, and other forms of project finance.Coordinate with legal, technical, and advisory teams to close financing transactions.Risk Management:Identify and assess financial risks associated with project development, construction, and operation.Develop risk mitigation strategies, including hedging, insurance, and contingency planning.Monitor and ensure ongoing financial compliance with lender covenants and project agreements.Financial Analysis & Reporting:Prepare and present financial reports to senior management and board members.Monitor project financial performance, comparing actual results with forecasts and budgets.Manage the relationship with financial institutions, ensuring timely reporting and compliance.Conduct research on market trends and regulations affecting project finance.Ensure adherence to financial regulations and internal policies, while preparing and delivering regular financial reports and updates to senior leadership.Stakeholder Management:Build and maintain relationships with investors, lenders, and financial institutions, presenting project analyses and securing financing.Maintain relationships with key external stakeholders, including partners, government age
https://www.jobplacements.com/Jobs/B/Business-Manager-Project-Finance-1205701-Job-Search-7-23-2025-8-21-41-AM.asp?sid=gumtree
9mo
Job Placements
1
A rapidly expanding corporate advisory firm based in Sandton is seeking a motivated and detail-oriented Accountant to manage the financial and accounting functions for a portfolio of subsidiaries. This role is ideal for a qualified professional who enjoys working across multiple entities in a dynamic, high-growth environment.Key ResponsibilitiesManage the full accounting function for a portfolio of subsidiary companiesPrepare monthly management accounts and financial reportsPerform balance sheet reconciliations and maintain accurate general ledger recordsOversee VAT, PAYE, and other statutory submissionsAssist with budgeting, forecasting, and financial analysisSupport year-end financial statements and audit processesEnsure IFRS compliance with accounting standards and regulatory requirementsRequirementsAGA(SA) or SAIPA qualification24 years relevant accounting experienceStrong knowledge of accounting principles and statutory complianceAdvanced Excel skills and strong Xero system experienceStrong organizational skills and ability to manage multiple entitiesAn excellent opportunity to join a fast-growing advisory firm offering exposure to multiple businesses and a dynamic professional environment.
https://www.jobplacements.com/Jobs/A/Accountant-AGASA-SAIPA--Sandton-1269377-Job-Search-3-6-2026-8-17-05-AM.asp?sid=gumtree
1mo
Job Placements
1
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-1275233-Job-Search-3-25-2026-8-25-23-AM.asp?sid=gumtree
17d
Job Placements
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