Financial Advisor

5 days ago


Johannesburg, South Africa Inevo Consulting Full time
About the role: The Financial Advisor specialising in Health will be responsible for acquiring, retaining, and growing a client base for Curemed’s health-related products. This role involves providing expert advice through comprehensive financial planning and delivering an excellent client experience. The advisor will cater to various market segments, including middle-income, affluent, professional, and business clients, ensuring their financial goals are met through strategic health solutions. Positions available in our Centurion Branch.

Key Duties and Responsibilities:
• Consulting telephonically with clients to determine their financial goals, needs, and capabilities.
• Provide strategic advice on various health products such as Medical Aid, Health Insurance and GAP Cover
• Respond to client queries and resolve issues promptly.
• Engage with prospective clients to understand their financial needs and offer suitable products.
• Sell products that align with clients' needs and financial requirements.
• Comply with legislative regulations and adhere to all compliance requirements.

Qualifications and Requirements:
Minimum 1 or more years experience in the financial services industry.
• Matric / equivalent.
• Meet FAIS requirements based on DOFA (date of first appointment) (where applicable)
Within 1 year of DOFA, relevant Class of Business Certificates must be completed;
Within 2 years of DOFA, RE 5 must be completed;.
Within 6 years of DOFA, hold an FSCA-approved qualification.

What we offer:
• Leads and infrastructure are provided.
• Administrative support provided.
• A lucrative remuneration structure that rewards dedication and hard work.
• A supportive and dynamic work environment.
• The chance to make a significant impact in clients lives through expert financial advice and health solutions.
  • Financial Advisor

    3 weeks ago


    Johannesburg, South Africa TypeDev Full time

    **Role Description** This is a full-time hybrid role for a Financial Advisor. The Financial Advisor will be responsible for financial planning, retirement planning, investments, and providing financial advisory services. While the role is based in Johannesburg, there is flexibility for some remote work. **Qualifications** - Financial Planning, Retirement...

  • Financial Advisor

    3 weeks ago


    Johannesburg, South Africa Telesure Investment Holdings (TIH ) Full time

    **Role Description** This is a full-time remote role for a Financial Advisor at Telesure Investment Holdings (TIH). The Financial Advisor will be responsible for financial planning, retirement planning, investment advice, and providing financial advisory services to clients on a daily basis. **Qualifications** - Financial Planning and Retirement Planning...

  • Financial Advisor

    3 weeks ago


    Johannesburg, South Africa Cornerlife Intermediaries Full time

    Do you think you got what it takes to be a financial advisor? become a part of our team today. **Financial Advisor** - An ambitious Financial Advisor who loves people and financial planning. - Driven, open to learning new things, - always looking for ways to leave people better than you found them. **Description of job Duties** - You’ll have a "track to...

  • Financial Advisor

    2 weeks ago


    Johannesburg, South Africa Kuwala FS Full time

    **Job Title**: Financial Advisor **Location**: South Africa Nation Wide **Job Type**: Full-time **Reports to**: Senior Financial Advisor/Branch Manager **Contact Us on WhatsApp or Direct Call: 0676061337** **Job Summary**: The Financial Advisor will be responsible for providing clients with expert financial advice and tailored financial solutions. The...


  • Johannesburg, South Africa Morebo Full time

    **Experienced Financial Advisor**: **Purpose of the Job**: Join Our Team as an Experienced Financial Advisor! A leading and dynamic financial services firm is actively seeking a highly skilled and experienced Financial Advisor to join our talented team. If you are passionate about helping clients achieve their financial goals, possess a proven track record...

  • Financial Advisors

    4 weeks ago


    Johannesburg, South Africa Kannholdings Pty Ltd Full time

    **FINANCIAL ADVISOR - Work from Home** Introduction Our client is looking for 10 financial advisors for their branch in Johannesburg, this position will be based remotely. **Duties & Responsibilities** - Qualify and target clients in the relevant market segment to establish a strong client base. - Conduct a financial needs analysis with the client to...

  • Financial Advisor

    11 hours ago


    Johannesburg, Gauteng, South Africa Hedz recruitment solutions Full time

    Calling All Qualified Financial AdvisorsAre you ready to level up your career with the #1 Risk Insurance FSP in the Country? Were looking for a rockstar Financial Advisor to join our clients winning teamWhy Them?Full Admin Support Focus on your clients while we handle the rest.Flexi Hours Work smarter, live better.Ongoing Training Stay ahead in the...

  • Financial Advisors

    11 hours ago


    Johannesburg, Gauteng, South Africa Pro Tem Recruitment Full time

    My client a leader in the Insurance industry is looking for dynamic and vibrant Financial advisors to join their team.  Initially you will be selling funeral cover.  This role is commission only and training on all products will be given.

  • Financial Advisor

    3 weeks ago


    City of Johannesburg, Gauteng, South Africa 60 Degrees Full time

    **Financial Advisor** **The opportunity that awaits you**: A fast growing, dynamic Boutique Firm based in Melrose, Johannesburg requires a skilled individual to bring on board their existing network and support the growth of this organization in financial product sales as a Financial Advisor. **Your key responsibilities**: The successful individual will be...

  • Financial Advisor

    2 weeks ago


    Johannesburg, South Africa HRS Staffing Solutions Full time

    Our client, is interested in employing a dynamic and qualified Financial Advisor to join their team based in Johannesburg . The ideal candidate will hold an NQF Level 5 or 6 qualification in Financial Planning or a related field, with a completed FSCA Regulatory Exam . The role involves providing expert financial advice to clients, developing customized...

  • Financial Advisor

    2 weeks ago


    Johannesburg, South Africa HRS Staffing Solutions Full time

    Our client, is interested in employing a dynamic and qualified Financial Advisor to join their team based in Johannesburg. The ideal candidate will hold an NQF Level 5 or 6 qualification in Financial Planning or a related field, with a completed FSCA Regulatory Exam. The role involves providing expert financial advice to clients, developing customized...

  • Financial Advisor

    4 weeks ago


    Johannesburg, South Africa Dynexity Full time

    My client, a boutique corporate advisory firm is looking for a newly qualified Chartered Accountant to join their team as a Financial Advisor. We are looking for top calibre candidates that are ambitious and eager to take on an exciting new opportunity. Contact me today for more info!

  • Financial Advisor

    4 weeks ago


    Johannesburg, South Africa Insphired Recruitment Solutions Full time

    Our client in the Insurance industry is currently looking for a **Financial Advisor**, in Midrand. **Responsibilities**: - Understand client's financial goals and assist in creating strategies. - Maintaining client relationships. - Identify financial strategies. - Preparing financial projections using calculations and research. - Sourcing leads for the...


  • Johannesburg, Gauteng, South Africa IWCP : Insurance & Wealth Creation Professionals Full time

    Job title : Professional Financial Advisor (Johannesburg)Job Location : Gauteng, JohannesburgDeadline : March 26, 2025Quick Recommended LinksJobs by Location Job by industries Role DescriptionThis is a full-time hybrid role as a Financial Advisor at IWCP. As a Financial Advisor, your day-to-day tasks will include providing financial planning advice,...


  • Johannesburg, South Africa Job Crystal Full time

    A financial planning group is looking for a results-driven Financial Advisor to be responsible for providing financial advice to clients on retirement planning, investing for the future, saving for education, and life insurance protection. The Insurance Advisor will generate leads, meet with clients, complete a financial needs analysis, and present them with...

  • Financial Advisor

    4 weeks ago


    Johannesburg, South Africa The recruitment council Full time

    Join this leading insurer in Gauteng earning a fantastic basic plus commission!!! We are looking for life and investments financial advisors. **Requirements**: Education and Experience - Matric; Tertiary qualification (advantageous) - Advanced FP qualification, Diploma in Tax / Estate Planning etc (an advantage) - Minimum 2 years’ experience in financial...


  • Johannesburg, Gauteng, South Africa Financial Advisors HR Full time

    Join our team at Financial Advisors HR and unlock your earning potential as a sales representative. We're a national insurance broker franchise offering 100% commission-only roles, perfect for ambitious and driven individuals.As a key player in our company, you'll be responsible for building relationships with clients, identifying new business opportunities,...

  • Financial Advisor

    4 weeks ago


    Johannesburg, South Africa Just Recruitment Full time

    We are looking for a Financial Advisor. This is a permanent position. Experience would be regarded as having at least 1 year advisory experience and has a DOFA date with the FSCA, as well as already having their RE5 certificate. Advisors need to be 26 years or older, and if their DOFA date is more than 4 years old, they should already have a relevant...

  • Financial Advisor

    2 weeks ago


    Johannesburg, South Africa Malidwala (PTY) LTD Full time

    **Key Responsibilities**: *Sell Old Mutual long-term policies to clients. - Provide financial planning and advice to clients. - Maintain and build client relationships & work independently to achieve sales targets **Requirements**: *Minimum of 2 years of experience as a Field Financial Advisor. - Previous experience selling Old Mutual policies is an...


  • Johannesburg, Gauteng, South Africa EQ-FIN Full time

    Financial Advisor CareerAre you passionate about helping others achieve their financial goals? Do you have a talent for building and maintaining strong relationships with clients?At EQ-FIN, we are seeking a highly skilled and motivated individual to join our team as a Financial Advisor. As a key member of our financial advisory services team, you will be...