Financial Advisor Assistant

2 days ago


Johannesburg, South Africa Impact Consulting Services Full time

Junior Financial Advisor

Pretoria, Sandton

R400 000 pa inc 13th cheque, provident and medical aid

Contribute to the overall profitability of the business by assisting advisory partners with the supporting documentations and compliance requirements of existing and new clients. Ensuring a good knowledge of the administrative systems to secure new business. Be flexible to interact with various high-profile clients spread across the demographics of South Africa. Tap into networks and create leads and potential clients.

**Your RE and ER exams must be completed as well as be a certified financial planner (or in the process of acquiring one).** You will need to be knowledgeable on all regulatory and legislative laws. **You will also need to meet the standard of Cat 1 and Cat 11 registration.** CPD points - continuous and registration with FPI.

If you have a high level of understanding of the administrative requirements in the documentation, mandates, processes, systems, products, instructions and service providers, then please give Ros of Impact Consulting Services a call on 082 898 9779 and send your detailed CV.

**Job Types**: Full-time, Permanent

**Salary**: Up to R400,000.00 per year

License/Certification:

- RE & ER exams completed & be a certified financial planner ( (required)



  • Johannesburg, South Africa Momentum Financial Planning Full time

    Talent Acquisition Specialist at Momentum Group We are looking for a Senior Financial Advisor to join our business in Johannesburg and KZN. At Momentum, the role of the financial adviser goes beyond offering advice. It's about forming a meaningful partnership with clients to guide them towards achieving their financial goals. As a financial adviser, your...

  • Financial Advisor

    2 weeks ago


    Johannesburg, South Africa Innoradix Financial Planning Full time

    Financial Advisor Join our dynamic team as a Financial Advisor and unlock a rewarding career in the finance industry. We are seeking individuals with a proven track record, holding a matric, valid license, and equipped with a car and laptop. No experience needed. Training will be provided. Qualifications as R.E5 and NQF5 are added bonuses, showcasing your...


  • Johannesburg, South Africa Succession Financial Planning Full time

    National Recruitment Leader : Partnering with Financial Advisors & Independent Brokers to diversify their income streams, build sustainable practices... Looking for your next career move? About the Role Succession Financial Planning invites you to join our team, where you'll have access to over product providers across various classes of business. This...

  • Financial Advisor

    4 days ago


    Johannesburg, South Africa Prestige IFA Jobs Full time

    My client in South Africa is a very reputable financial planning and investment management brokerage at the top of their sport. They specialise in helping South African professionals, and provide financial solutions for those keen to plan for their financial futures. They pride ourselves on the quality of advice delivered by highly qualified and exceptional...

  • Financial Advisor

    2 days ago


    Johannesburg, South Africa Prestige IFA Jobs Full time

    My client in South Africa is a very reputable financial planning and investment management brokerage at the top of their sport. They specialise in helping South African professionals, and provide financial solutions for those keen to plan for their financial futures. They pride ourselves on the quality of advice delivered by highly qualified and exceptional...


  • Johannesburg, South Africa Succession Financial Planning Full time

    A leading financial planning firm in Johannesburg is seeking a National Recruitment Leader. The role involves partnering with financial advisors to diversify income streams and provide holistic financial advice. Candidates should have a minimum of 3 years in Financial Services and relevant qualifications. This full-time position offers competitive commission...

  • Financial Advisor

    5 days ago


    Johannesburg, South Africa 3RC Full time

    Job Specification: Financial AdvisorOverview Our clients are looking for qualified and experienced Financial Advisors to join their teams. The successful candidates will provide expert financial advice, develop tailored solutions for clients, and ensure compliance with regulatory requirements. This role requires an individual with strong analytical skills, a...

  • Financial Advisor

    2 weeks ago


    Johannesburg, South Africa Miya Talent Consulting Full time

    JOB PURPOSE The Financial Advisor will be responsible for conducting financial needs analysis for both Life and Investment planning needs, utilize extensive expertise to provide financial advice to customers, grow client base and prospecting of new clients. **Responsibilities** An exciting opportunity has become available with a Financial Advice business...

  • Financial Advisor

    6 days ago


    Johannesburg, South Africa ASI Financial Services Full time

    **Position Summary**: As a Financial Planner at ASI Wealth Gauteng, you will be responsible for delivering comprehensive financial planning services to our clients. This includes providing advice on investments, retirement, estate planning, tax planning, and risk management. Your role is critical in helping clients achieve their financial objectives through...

  • Financial Advisor

    4 days ago


    Johannesburg, South Africa Helderberg Personnel Full time

    My client, a well established financial services provider is seeking to employ a Financial Advisor with an RE5 certificate and 1 - 2 years relevant experience. The purpose of this role is to deliver personalized solutions to assist client’ work towards their long-term financial goals. Ability to generate financial plans and cross-checking work to ensure...