Financial Advisor

2 weeks ago


Durban, KwaZulu-Natal, South Africa The Recruitment Council Full time

Job Title: Financial Advisor (Investment Specialist)

The Financial Advisor (Investment Specialist) plays a pivotal role in guiding individuals toward achieving their financial goals through comprehensive financial planning and investment management. This position is ideal for a motivated financial professional dedicated to building lasting relationships and delivering tailored financial solutions.

Purpose of Position

The Financial Advisor assists clients in developing personalized financial plans by assessing their current financial situations, setting clear financial objectives, and formulating strategies to achieve them. This includes providing expert advice on investment management, retirement planning, and tax planning.

Key Responsibilities
  • Financial Planning: Conduct thorough financial assessments to understand clients goals and analyze their current financial status, creating customized financial plans to meet those goals.
  • Investment Management: Recommend appropriate investment strategies and products based on clients'' risk tolerance and financial objectives. Monitor and manage investment portfolios to optimize performance.
  • Retirement Planning: Help clients estimate their retirement needs and devise strategies to accumulate sufficient funds for a comfortable retirement.
  • Tax Planning: Offer guidance on tax-efficient investment strategies and identify methods to reduce tax liabilities.
  • Client Education: Enhance clients'' financial literacy by educating them on financial concepts, investment options, and market trends.
  • Compliance and Regulatory Adherence: Ensure adherence to relevant financial regulations and maintain appropriate fit and proper requirements.
  • Client Relationship Management: Build strong, long-term relationships with clients by delivering exceptional service and maintaining regular communication.
  • Market Research and Analysis: Stay updated on the latest market trends and financial products to provide informed advice.
  • Continual Professional Development: Participate in ongoing education and training to keep abreast of industry changes and new financial planning strategies.
  • Networking and Business Development: Expand a network of potential clients and industry contacts to grow the client base.
  • Ethical Conduct: Uphold the highest ethical standards, prioritizing clients'' interests in all financial interactions and recommendations.
Skills and Attributes
  • Proficient in Microsoft Office 365 (Word, Excel, Outlook, MS Teams, PowerPoint)
  • Strong written and verbal presentation skills
  • Excellent active listening and critical thinking abilities
  • Professional demeanor and presentation
  • Reliable transportation
  • Ability to interact professionally with clients and product providers
  • Capability to perform under pressure
  • Attention to detail and a proactive approach
  • Ability to meet targets and deadlines while organizing work efficiently
  • Team-oriented mindset
Required Knowledge/Experience
  • A minimum of 5 years in a financial advisory role.
Required Qualifications
  • A bachelors degree in financial planning or a similar field.
  • Completion of Regulatory Examination 5 for representatives.
  • CERTIFIED FINANCIAL PLANNER designation is a valuable addition.
Remuneration
  • Competitive salary structure that includes a basic salary plus commission based on book size, experience, and qualifications, along with an annual performance bonus incentive.

This role offers an exciting opportunity for a driven individual to make a significant impact in the financial planning sector, fostering lasting relationships and helping clients navigate their financial journeys.


  • Financial Advisor

    2 weeks ago


    Durban, KwaZulu-Natal, South Africa Micah Govender Developments Full time

    Business Description:Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs.Company is looking for experienced life and investment financial advisors to be based in...


  • Durban, KwaZulu-Natal, South Africa Old Mutual Full time

    Associate Financial Advisor (Richards Bay)Associate Financial Advisor (Richards Bay)Let's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Aspires to be a Financial AdvisorWe are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one...

  • Financial Advisor

    3 weeks ago


    Durban, KwaZulu-Natal, South Africa Palesa Mbali Group Full time

    Job Description: Financial Advisor – Relationship BankingPosition Overview: We are seeking an experienced and dynamic Financial Advisor to join our clients Relationship Banking team. The ideal candidate will have a strong background in investments, life products, and estate & trust products, coupled with exceptional relationship management skills. This...


  • Durban, KwaZulu-Natal, South Africa Sanlam Limited Full time

    Company OverviewSanlam Limited is one of the top financial services providers in the South African market. We pride ourselves in helping our financial advisors to realise their worth.

  • Financial Advisor

    7 hours ago


    Durban, KwaZulu-Natal, South Africa Oasis Full time

    Join to apply for the Financial Advisor - Durban role at Oasis Crescent.Job title: Financial Advisor - DurbanJob Location: KwaZulu-Natal, DurbanDeadline: April 07, 2025Core ResponsibilitiesManage and grow a portfolio of clients while providing financial planning advice.Generate leads, set up appointments, meet clients, and close deals.Conduct investment...

  • Financial Advisor

    3 weeks ago


    Durban, KwaZulu-Natal, South Africa Palesa Mbali Group Full time

    Job Description: Financial Advisor – Everyday BankingPosition Overview: We are seeking a skilled and customer-focused Financial Advisor to join our clients Everyday Banking team. The ideal candidate will have expertise in investments, life products, and estate & trust products, along with a passion for delivering exceptional client service. This role...


  • Durban, KwaZulu-Natal, South Africa Old Mutual Full time

    Job title : Associate Financial Advisor (New Entrant) (EPT) - (Durban)Job Location : KwaZulu-Natal, DurbanDeadline : April 04, 2025Quick Recommended LinksJobs by Location Job by industries Aspires to be a Financial AdvisorWe are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading...


  • Durban, KwaZulu-Natal, South Africa Sanlam Limited Full time

    Company OverviewSanlam Life Ltd is a leading financial services provider in South Africa, dedicated to building strong relationships with our advisors. We believe in empowering our professionals to achieve their full potential and make a lasting impact in the industry.We pride ourselves on fostering a culture of innovation, excellence, and teamwork, where...


  • Durban, KwaZulu-Natal, South Africa TWK Agri (Pty) Ltd. Full time

    We are seeking a Senior Financial Advisor to join our team at TWK Agri (Pty) Ltd. in the Midlands, KwaZulu-Natal. As a senior advisor, you will be responsible for providing expert advice on long-term insurance solutions and managing client relationships.Responsibilities:Provide expert advice on long-term insurance solutionsManage and maintain client...


  • Durban, KwaZulu-Natal, South Africa Old Mutual South Africa Full time

    Aspiring Financial Advisor (Morningside - Durban)Let's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Aspires to be a Financial AdvisorWe are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance...


  • Durban, KwaZulu-Natal, South Africa Old Mutual Full time

    Job title : Branch Financial Advisor (Pine City Shopping Centre, Durban)Job Location : KwaZulu-Natal, DurbanDeadline : December 30, 2025Quick Recommended LinksJobs by Location Job by industries Free Adviser Academy Learning Programme which will qualify you to operate as a Personal Financial Adviser Payment of a Living Allowance during the first three months...


  • Durban, KwaZulu-Natal, South Africa Old Mutual Group Full time

    Job DescriptionWe are seeking a skilled Salaried Financial Advisor to join our team at Old Mutual Group. As a key member of our organization, you will be responsible for providing expert financial advice to clients and contributing to the growth and success of our business.Key Responsibilities:Provide high-quality financial services to clients, including...


  • Durban, KwaZulu-Natal, South Africa Findojobs South Africa Full time

    About UsWe are Findojobs South Africa, a dynamic company driven by a common purpose: Africa's growth is our priority. We believe that our people are our greatest asset, and we strive to create a thriving environment where you can bring your whole self to work and pursue your dreams.Job DescriptionThe Senior Financial Advisor will play a key role in driving...


  • Durban, KwaZulu-Natal, South Africa Old Mutual Group Full time

    About the RoleThis is an exciting opportunity to join our dynamic team as a Salaried Financial Advisor. In this role, you will play a critical part in delivering exceptional customer service, building strong relationships, and driving business growth.Your Key Responsibilities Will Include:Delivering quality customer service and identifying opportunities to...


  • Durban, KwaZulu-Natal, South Africa The Recruitment Council Full time

    Job Title: Financial Advisor AdministratorJob Overview: An exciting opportunity has arisen for a highly organized and proactive Financial Advisor Administrator to join a dynamic team. This role offers a chance to work in a fast-paced environment, providing efficient administrative support while ensuring seamless operations and top-notch service delivery.Key...

  • Service Advisor

    1 week ago


    Durban, KwaZulu-Natal, South Africa Bosch Umhlanga Full time

    Job Title: Service AdvisorCompany: Bosch UmhlangaLocation: Umhlanga, South AfricaJob Type: Full-timeJob Summary:Bosch Umhlanga is seeking a motivated and customer-focused Service Advisor to join our dynamic team. As a Service Advisor, you will be the primary point of contact for customers, ensuring their satisfaction by providing exceptional service and...


  • Durban, KwaZulu-Natal, South Africa Old Mutual Group Full time

    Financial Advisor OpportunityWe are seeking a dynamic and self-motivated individual to join our team as a Financial Advisor.The role involves championing valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, and recommending

  • Professional Advisor

    8 hours ago


    Durban, KwaZulu-Natal, South Africa Sanlam Full time

    Job SummaryWe are looking for a highly motivated and experienced Professional Advisor to join our team at Sanlam. In this role, you will be responsible for providing financial advice and support to our clients, as well as driving business growth and development.Main Responsibilities:Business Growth: Assist in growing the Sanlam Adviser Business by being...


  • Durban, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full time

    Becoming a Financial Advisor at Liberty will give you the opportunity to make a meaningful impact in the lives of your clients.About Our OpportunityWe are seeking highly motivated individuals who are passionate about helping others achieve their financial goals.As a Financial Advisor, you will have the chance to partner with your clients, understand their...

  • Investment Advisor

    5 days ago


    Durban, KwaZulu-Natal, South Africa NedBank Full time

    Job SummaryNedbank is recruiting a skilled Investment Advisor - Durban to provide financial expertise and investment advice to clients in the area.Key ResponsibilitiesProvide financial planning and wealth creation advice to clients.Develop and implement financial plans tailored to clients' individual needs and goals.Maintain updated knowledge of regulations,...