Financial Advisor

4 weeks ago


WorkFromHome, South Africa Elevation Financial Advisor Services Full time

Overview Elevation Financial Advisor Services partners with individuals to provide comprehensive, sustainable financial solutions. We aim to elevate clients to a stable financial space where they have control and peace of mind. Our approach is rooted in prudence and wisdom, ensuring that every collaborative decision leads to prosperity. We focus on evolving with our clients' changing needs to help them achieve long‑term financial stability. Role Description This is a full‑time hybrid role for a Financial Advisor based in Umhlanga with options for some work from home. The Financial Advisor will be responsible for creating personalized financial plans, providing advice on investments and retirement planning, and helping clients achieve their financial goals. Day‑to‑day tasks include conducting financial assessments, developing strategies for wealth accumulation, and offering guidance on financial products and services. Qualifications A minimum of Matric or equivalent A minimum 12 months’ financial services experience as a Financial Adviser A minimum of Long‑term Insurance Class of Business completion. Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA‑approved qualification will be advantageous. Other Requirements A valid driver’s licence and own car A clear criminal and credit check Excellent communication skills (written and verbal) Sound planning and organizing abilities Ability to collate, analyze and synthesize information Seniority Level Entry level Employment Type Full‑time Job Function Finance and Sales #J-18808-Ljbffr



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    A financial advisory firm in Umhlanga Rocks is seeking an Entry-level Financial Advisor. This full-time hybrid position involves creating personalized financial plans, offering investment and retirement advice, and helping clients achieve their financial goals. A Matric or equivalent, as well as 12 months’ experience in financial services, are required for...


  • WorkFromHome, South Africa Elevation Financial Advisor Services Full time

    A financial services firm in Umhlanga is seeking a Financial Advisor for a full-time hybrid role. You will create personalized financial plans, advise clients on investments and retirement, and conduct financial assessments. Candidates must have at least a Matric qualification and a minimum of 12 months’ experience in financial services. A valid driver's...


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