Professional Independent Financial Advisor

2 weeks ago


Johannesburg, South Africa 1.618 Financial Services Full time

Company Description

1.618 Advisory Services is a financial advisory based nationally and internationally. We have offices in the following areas: Randpark Ridge (HQ), Sandton, Midrand, Pretoria, KZN-Mount Edgecombe, Cape Town, Durbanville and Meyersdal where we are actively seeking to grow our team of seasoned independent financial advisors.

Our mission is to help clients achieve their future goals by customising wealth-building solutions for them and their businesses. We pride ourselves on providing a holistic approach to financial planning, with a team of highly skilled financial planners who are dedicated to ensuring comprehensive cover and protection for clients and their loved ones.

Role Description

This is a full-time hybrid role for a Professional Financial Advisor. The Financial Advisor will be responsible for providing financial planning services to clients, including retirement planning, investment advice, and financial advisory. The role will be primarily based in Pretoria, with flexibility for some remote work.

Qualifications

•Experience in financial planning, investment management, and/or insurance industry knowledge of more than 3 years plus (not under supervision)

•Experience in Finance and Investments

•CFP would be an advantage

•Relevant certifications (RE) and qualifications in financial planning at NQF 6 level compulsory

•Excellent communication and interpersonal skills

•Dedication to client satisfaction and relationship-building

•Ability to work both independently and within a team

•Excellent communication, presentation, and relationship-building skills

•Strong analytical and problem-solving skills

•Ability to work independently and manage time effectively

•Attention to detail and excellent organizational skills

•Experience with financial planning software and tools

•Commitment to ongoing professional development and continuing education

Become a part of 1.618 Prescience as an Independent Financial Advisor and begin illuminating the path to financial prosperity. By joining us as an Independent Financial Advisor you’ll gain access to: 

•Full office structure (including IT support) 

•PI Cover

•Full Compliance support 

•Full Customer Relationship Management and FNA system 

•High commission share 

•Administration support available 

•Paraplanning support available 

•Industry-wide codes and support 

•Short Term Binder Partners

•Referral system within 1.618 on non-accredited products

Should you are interested, please send me your contact details and CV for further discussions.



  • Johannesburg, South Africa Independent Financial Advisor Full time

    We are looking for a cold calling agent/appointment setter with a proven track record of setting up meetings for potential clients. This position is also open for students and entry level graduates with minimum experience and looking to get industry experience. **The following characteristics and level of experience is required**: - The ability to work...

  • Financial Advisor

    7 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

    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...


  • Johannesburg, South Africa Bongi's Financial Services Full time

    Financial Advisor with Blue chip Insurance Company. Basic Salary will be paid while in training, thereafter commission structure will be implemented. Minimum Requirements NQF6 or NQF7 Fully Completed CFP Either Completed or Studying Towards it. RE5 RE1 FAIS Credits CPD Points Clear Criminal Record Clear ITC No FSCA Debarment **Job Types**:...

  • Financial Advisor

    1 month ago


    Johannesburg, South Africa Option Consultancy Services Full time

    Were all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth. Our company is built on a respect for what people are worth and an appreciation for...

  • Financial Advisor

    1 month ago


    Johannesburg, South Africa The Recruitment Council Full time

    Our client who is an independent financial planning practice is looking for a Financial Advisor (Investment Specialist), their purpose of the role is to:Assist clients in creating comprehensive financial plans tailored to their specific needs and goals. This includes assessing their current financial situation, setting financial objectives, and developing...

  • Financial Advisor

    1 month ago


    Johannesburg, South Africa Corner Life Insurance 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

    4 weeks ago


    Johannesburg, South Africa Corner 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

    1 month ago


    Johannesburg, South Africa Scholtz Partners International Full time

    Financial Advisor Area; Jhb Gauteng Our client is seeking inexperienced and experienced money hungry Financial Advisors to join their growing team. Minimum Requirements 2 years plus sales experience 2 years plus cold calling experience / external sales experience Own vehicle and valid drivers license **Job Type**: Permanent **Salary**: R5,000.00 -...

  • Financial Advisor

    1 month ago


    Johannesburg, South Africa SPECD (Pty) Ltd Full time

    Gauteng, JHB - Northern Suburbs - (Market related) **We are looking for FINANCIAL ADVISORS for one of our clients, a financial services organisation that operates in the healthcare, life insurance, short-term insurance, long-term savings, banking and wellness markets.** **Job Title**:Financial Advisor **Employment Type**: Hybrid **Work Location**:...

  • Financial Advisor

    1 month ago


    Johannesburg, South Africa Future Careers Full time

    **General**: **Job Title** - Financial Advisor**Job Category** **Location** - Gauteng**Employment Type** - Permanent**Area** - Johannesburg**Bee status** - Include All**Salary** - Market Related**Min Salary** - Not Set**Max Salary** - Not Set**Expiry Date** - 30th June 2024**Deadline Date** - 30th June 2024**Experience** - Experience...

  • Financial Advisor

    1 month ago


    Johannesburg, South Africa The Corporate Circle Full time

    RNeg. Johannesburg. Are you a seasoned financial expert, approaching retirement age but are still driven to make a difference or to supplement your retirement? The Company we are recruiting for believes that experience is invaluable and they value the wisdom and expertise that comes with age! As a mature financial advisor, you''''ll find a supportive and...

  • Financial Advisor

    1 month ago


    Johannesburg, South Africa The Corporate Circle Full time

    RNeg. Johannesburg. Are you a seasoned financial expert, approaching retirement age but are still driven to make a difference or to supplement your retirement? The Company we are recruiting for believes that experience is invaluable and they value the wisdom and expertise that comes with age! As a mature financial advisor, you''''''''ll find a supportive...

  • 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, South Africa IWCP Proventus Full time

    We offer a 100% commission with lucrative rewards and recognition. DUTIES AND RESPONSIBILITIES: - Source clients through networking and referral initiatives. - Build long lasting relationships with clients through excellent ongoing client services - Give objective professional advice based on client needs and objectives - Build a long-term professional,...

  • Financial Advisor

    2 days ago


    Johannesburg, 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...

  • 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 Advisors

    2 days ago


    Johannesburg, 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...

  • Financial Advisor

    1 month ago


    Johannesburg, South Africa Tych Business Solutions Full time

    **Job ID**: 84673**Date Posted**: Posted 6 hours ago**Location**: Johannesburg**Job Title**: FINANCIAL ADVISOR (X5) - JOHANNESBURG - GAUTENG We are looking for impressive Advisors to expand our dynamic team. More about the role: - Full back-office support. - Telemarketers making qualified appointments. - Comprehensive training and ongoing mentorship. -...

  • Financial Advisor

    10 hours ago


    Johannesburg, South Africa Adzuna ZA B C2 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...