Qualified Financial Advisor

Qualified Financial Advisor in South Africa What Jobs are available for Qualified Financial Advisor in South Africa? Showing 408 Qualified Financial Advisor jobs in South Africa Posted today Job Description Company Description Succession Financial Planning Advisory Services is a licensed financial services provider dedicated to fostering lasting partnerships between clients and advisers. Our mission is to help each client achieve financial freedom and wellness, regardless of their life stage. We aim to guide our clients towards their financial goals through informed advice and strategic planning. Role Description This is a full‑time hybrid role for a Qualified Financial Advisor, based in South‑Africa with some work‑from‑home flexibility. The Financial Advisor will engage with clients to provide comprehensive financial planning services, including retirement planning, investment advice, and financial advisory. On a daily basis, the advisor will analyze clients' financial situations, develop tailored financial plans, monitor financial portfolios, and ensure clients' financial well‑being through strategic investment decisions. Qualifications Financial Planning, Finance, and Financial Advisory skills Experience in Retirement Planning and Investments Strong analytical and strategic thinking abilities Excellent communication and interpersonal skills Ability to work independently and in a hybrid environment Relevant certifications such as CFP (Certified Financial Planner) are a plus Experience in client relationship management is beneficial Is this job a match or a miss? This advertiser has chosen not to accept applicants from your region. R - R Y IWCP : Insurance & Wealth Creation Professionals Posted today Job Description Company Description IWCP: Insurance & Wealth Creation Professionals brings over 100 years of industry management experience, dedicated to your personal success through structured development paths and mentorship programs. We create an environment where motivated individuals with a positive attitude can make a real difference in their lives and the lives of others. Our tailored Financial Plans cover investments, insurance, and retirement planning, aiming to create wealth and financial peace of mind for our clients. The company provides full training, accreditation, and licensing by the Financial Services Board. Role Description This is a full‑time on‑site role for a Qualified Financial Advisor located in Johannesburg. The Financial Advisor will be responsible for creating and managing financial plans, providing financial advisory services, and assisting clients with investments and retirement planning. Day‑to‑day tasks include meeting with clients, assessing their financial needs, developing tailored financial solutions, and maintaining ongoing client relationships. Qualifications Financial Planning, Finance, and Retirement Planning skills Investments and Financial Advisory skills Grade 12 (Matric); Tertiary qualification will be advantageous Clear credit record, with no criminal record Entrepreneurial mindset and tenacity Exceptional interpersonal skills and an established client network Effective planning, organizing, and time management skills Ability to work on‑site in Johannesburg Is this job a match or a miss? Parktown North, Gauteng R - R Y Network Finance. Posted today Job Description Reference: NFU -AG-1 Are you a dynamic finance professional ready to move beyond the numbers and into the driver's seat of strategic decision-making? Duties & Responsibilities We're hunting in the Investments and Private Equity space, and seeking an exceptional FP&A Lead to steer financial insights, performance analysis, and value creation across a diverse portfolio.Key Responsibilities: Lead financial planning, forecasting, and analysis for investment portfolios and fund operations. Partner with executives to evaluate new deals, model returns, and assess portfolio performance. Develop data‑driven insights to support capital allocation, fundraising, and exit strategies. Present key findings and recommendations to C‑suite and investment committees. Job Experience & Skills Required: CA(SA) / CFA qualification (or equivalent) with 5–8+ years in FP&A, investments, or private equity. Strong background in financial modeling, valuations, and strategic analysis. A commercial mindset with the ability to turn data into actionable business insights. Apply NowFor more exciting (Finance/ Engineering/ IT / Supply Chain / Commercial & C‑Suite) vacancies, please visit:We also specialize in recruiting in the following: Junior to senior Finance professionals within Insurance, Banking, investments, and financial services For more information, contact:Ameer GajadurFinance Recruitment Specialist Is this job a match or a miss? R - R Y Communicate Finance Posted today Job Description Reference: CTF -CJ-1 Are you passionate about using your financial expertise to make a real impact? Join a purpose‑driven travel group that's redefining what it means to explore Africa. We believe travel should be a force for good—creating thriving ecosystems and empowering local communities. The team is committed to sustainability, innovation, and growth. With ambitious plans to scale their operations and enhance guest experiences, we're looking for an FP&A Manager who can bring sharp analytical skills and strategic thinking to the table. Duties & Responsibilities Be part of an industry leader driving positive change through responsible travel.Work in a culture that values growth, purpose, and progress beyond profit.Access extensive training resources, including over 130 learning modules.Enjoy flexibility with a hybrid work model—combine office collaboration with remote work. Your Role in the TeamAs FP&A Manager, you'll be the go‑to expert for financial insights that shape strategic decisions. You'll manage forecasting, budgeting, and performance analysis while collaborating across teams to ensure financial clarity and impact.What You'll DoTake ownership of the full forecasting and budgeting cycle, delivering clear performance and variance analysisBuild and refine financial models that support key business decisionsProvide actionable insights on pricing strategies and commercial initiativesDevelop and maintain accurate financial forecasts and budgetsDeliver timely reports and ad‑hoc analysis to senior managementSpot trends, identify variances, and recommend improvements to enhance financial performanceContribute to board presentations and strategic financial reportsPartner with cross‑functional teams to gather data and strengthen decision‑makingDrive continuous improvement in financial planning processesWhat We're Looking ForStrong grasp of financial principles and accounting systemsDetail‑oriented with exceptional analytical and logical thinking skillsAbility to translate complex data into clear, actionable insightsQualification:CA(SA)/CIMA/Degree + experienceMinimum 3+ years commercial experience in a similar roleContact CORNE JONKER on , quoting the Ref: CTF .Connect with us and Register your CV to create a profile and to view all our Financial recruitment vacancies.Let us assist you with your career. For further Finance jobs, Accountant jobs, Financial Manager vacancies and Management Accountant vacancies.Package & Remuneration R Annually Is this job a match or a miss? R - R Y Liberty Standard Bank Group Posted today Job Description Introduction we are seeking dynamic individuals with a financially broad understanding of financial management principles to represent Liberty and to form a strong business foundation to help more customers get financially savvy. Liberty offers a mentorship programme designed to equip you with adequate training and offering a lucrative opportunity for career growth . You will be required to use your network skills to search for potential leads , close off deals , obtain prospective clients and maintain strong relationships with clients Desired Experience & Qualification Matric (non Negotiable) Relevant tertiary qualifications Clear criminal and credit record Valid drivers licence (non Negotiable ) Own laptop ( Non Negotiable) Interested? Is this job a match or a miss? R - R Y Communicate Ct Posted today Job Description Are you passionate about using your financial expertise to make a real impact? Join a purpose‑driven travel group that's redefining what it means to explore Africa. We believe travel should be a force for good—creating thriving ecosystems and empowering local communities. The team is committed to sustainability, innovation, and growth. With ambitious plans to scale their operations and enhance guest experiences, we're looking for an FP&A Manager who can bring sharp analytical skills and strategic thinking to the table.Be part of an industry leader driving positive change through responsible travel.Work in a culture that values growth, purpose, and progress beyond profit.Access extensive training resources, including over 130 learning modules.Enjoy flexibility with a hybrid work model—combine office collaboration with remote work.Your Role in the TeamAs FP&A Manager, you'll be the go‑to expert for financial insights that shape strategic decisions. You'll manage forecasting, budgeting, and performance analysis while collaborating across teams to ensure financial clarity and impact.What You'll DoTake ownership of the full forecasting and budgeting cycle, delivering clear performance and variance analysisBuild and refine financial models that support key business decisionsProvide actionable insights on pricing strategies and commercial initiativesDevelop and maintain accurate financial forecasts and budgetsDeliver timely reports and ad‑hoc analysis to senior managementSpot trends, identify variances, and recommend improvements to enhance financial performanceContribute to board presentations and strategic financial reportsPartner with cross‑functional teams to gather data and strengthen decision‑makingDrive continuous improvement in financial planning processesWhat We’re Looking ForStrong grasp of financial principles and accounting systemsDetail‑oriented with exceptional analytical and logical thinking skillsAbility to translate complex data into clear, actionable insightsQualification:CA(SA)/CIMA/Degree + experienceMinimum 3+ years commercial experience in a similar roleContact CORNE JONKER on , quoting the Ref: CTF .Connect with us and Register your CV to create a profile and to view all our Financial recruitment vacancies.Let us assist you with your career. For further Finance jobs, Accountant jobs, Financial Manager vacancies and Management Accountant vacancies.Package & Remuneration R Annually Is this job a match or a miss? R - R Y The Recruitment People Posted today Job Description Reference: Cen -VR-2 Global Leader seeks newly qualified Chartered Accountant to join their team in a FP&A roleThis individual will play a critical role in the company's financial planning, forecasting, and analytical efforts.Are you a newly qualified CA(SA) with an analytical mindset and keen interest in next‑gen technological solutions?And then…DisclaimerThank you for submitting your CV. We will assess your suitability for the existing vacancies and retain your CV in our database in accordance with the Protection of Personal Information Policy. We will contact you should your CV be suitable for any available positions. You have the right to "Opt‑Out" of electronic communications from us at any time and you also have the right to request us to delete your information by sending a request to If you do not wish us to retain your details, please advise us and your details will be deleted from our records. Package & Remuneration R Annually Is this job a match or a miss? Be The First To Know About the latest Qualified financial advisor Jobsin South Africa Set Email Alert: Job title Location R - R Y Liberty Standard Bank Group Posted today Job Description Duties & Responsibilities Build relationships with new and existing clients to understand their financial goals. Conduct a financial needs analysis and develop financial plans for clients. Conduct research on investment options, insurance policies, and other financial products. Maintain accurate client records using CRM and financial planning software. Gather and analyse client financial data (income, expenses, assets, liabilities) Monitor financial markets and industry news to support investment strategies. Attend training sessions, workshops, and stay updated on financial regulations and trends. Ensure compliance paperwork and documentation for regulatory requirements is in order. Create reports and visual summaries (e.g. charts, presentations) for client meetings. Desired Experience & Qualification 1 years' experience in sales & client servicing (preferred) Minimum NQF 5 qualification in Wealth Management / Financial Planning / Finance / Banking (or any related fields) Strong interpersonal and client relationship skills Self‑motivated, ethical, and goal‑oriented Is this job a match or a miss? Johannesburg, Gauteng The Recruitment Council Posted 9 days ago Job Description Are you a highly skilled and experienced Financial Planning Associate looking to join an independent financial planning business that sets the industry standard?This role is the engine room of our advice process, offering you a unique opportunity to work on complex financial strategies and ensure legal compliance within a highly professional environment.Responsibilities:Financial Needs Analysis (FNA): Prepare comprehensive FNAs across Risk, Pre‑retirement, and Post‑retirement planning.Portfolio Strategy: Prepare investment proposal documents, review existing client portfolios, and create detailed review files.Compliance & Administration: Ensure all client files adhere to POPI, FICA, and FAIS legislation requirements. You will also perform quality control on quotations, submissions, and oversee the implementation process.Client & Advisor Support: Manage client relationships , set up review appointments , and act as the liaison with product providers to follow up on submitted instructions and research new and existing products.Qualifications and Experience:A minimum of 5 years in a similar Para‑planning role. Is this job a match or a miss? R - R Y Alpha & Omega Advisory | End-to-End HR, Payroll, Hiring & Background Check Services for South Africa Posted today Job Description Exciting Opportunity for Sales Professionals New to Financial ServicesAre you a motivated sales professional with strong communication skills and a passion for building relationships? Are you ready to launch your career in the financial services industry with a trusted, supportive team? We're looking for dynamic individuals with sales and cold calling experience who are eager to develop their own client network and grow in a rewarding financial planning role. What We Offer: Fully equipped office space with comprehensive infrastructure tailored for financial planners Complete administration support from new business finalisation to client retention Professional telephony services including internet, email, voice logging, and secure data storage Access to expert business coaching and client advice support Practice management assistance to keep you on track Technical and soft skills training to develop your industry knowledge Competitive remuneration: Choice of different Sanlam adviser contracts Up to 100% commission on sales Vesting bonuses for the first 2 years Support with purchasing technology equipment Membership of Pension Funds and Group Life Schemes Ongoing training via Sanlams Academy and support with industry qualifications Access to mobile nurses for client medicals Assistance from sales consultants and product specialists Compliance, marketing, and legal support Financial planning tools to help you succeed Your Key Responsibilities: Build and maintain long‑term relationships with clients Provide personalized financial planning and advice tailored to client needs Identify client needs and recommend suitable financial solutions Maintain excellent service orientation with frequent client contact What Were Looking For: Sales experience with a proven ability to generate leads and close deals Experience with cold calling and developing new business Strong verbal communication and presentation skills Ability to build and grow your professional network Self‑motivated with an entrepreneurial mindset Computer literate and organized Grade 12 or equivalent Valid drivers license and own vehicle (Must have) Clean criminal record and good credit history Previous financial services experience is a plus but not essential we provide all the training and support you need Is this job a match or a miss? 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