Financial Advisor, Cape Town

Location:

Remote / Flexible (Offices available in Cape Town&Johannesburg)

Employment Type:

Full-Time

Industry:

Financial Services | Wealth Management | Insurance

About the Role As a Financial Advisor, you will provide professional financial planning services across risk, investment, and wealth creation strategies. You’ll take ownership of building and managing client relationships, delivering tailored financial solutions, and driving consistent business growth. This role offers full autonomy within a supportive structure, making it ideal for individuals motivated by performance and long-term career development.

Key Responsibilities

Acquire and develop new client relationships through networking, referrals, and business development

Conduct comprehensive financial needs analyses

Provide advice on risk products, investments, and long-term financial planning strategies

Maintain and review client portfolios on an ongoing basis

Ensure full compliance with regulatory and legislative requirements

Meet and exceed sales and performance targets

Maintain accurate and up-to-date client records

Participate in ongoing training, development, and practice initiatives

What You’ll Bring

RE5 (Regulatory Examination for Representatives)– completed

NQF Level 5 qualification in a relevant financial field

Proven experience in financial services, sales, or client-facing roles

Strong understanding of financial planning principles

FAIS compliant or working towards compliance

Strong communication and interpersonal skills

Sales-driven mindset with a focus on results

High levels of professionalism and integrity

Self-motivated with the ability to work independently

Strong analytical and problem-solving ability

Nice to Have

Existing client base or book of business

Experience across risk, investments, and wealth planning products

Demonstrated ability to consistently meet or exceed sales targets

What’s On Offer

100% commission-based earnings with no commission splits

Monthly performance bonuses (10%–30%)

Annual profit share / equity participation (7.5%–15%)

Opportunity to build and grow your own client portfolio

Access to leading financial products and strong operational support

Ongoing training, mentorship, and professional development

Entrepreneurial environment with uncapped earning potential

Company Culture This is a high-performance, entrepreneurial environment that empowers individuals to take ownership of their success. The culture supports growth, independence, and long-term career building, while providing the structure and resources needed to succeed. Advisors are encouraged to think commercially, act with integrity, and build meaningful client relationships that stand the test of time.

#J-18808-Ljbffr