Experienced Financial Advisor (Banking Environment | Leads …, Kloof

Introduction An exciting opportunity exists for experienced Financial Advisors to join a leading banking environment, working within an established branch network and client base.

This role is ideal for advisors who want access to

consistent, high-quality leads , strong infrastructure, and the ability to build a high-income practice within a recognised financial institution.

You will work closely with bankers and internal teams, allowing you to engage directly with pre-qualified clients and grow your portfolio more efficiently.

Location:

Cape Town (Southern Suburbs&Surrounding Areas) (Kenilworth, Blue Route, Long Beach, Vangate, Khayelitsha, Gugulethu)

Who This Suits:

Experienced advisors looking for

consistent deal flow

Individuals who thrive in a

structured, performance-driven environment

Advisors wanting to leverage a

recognised banking brand and client base

Duties&Responsibilities

Provide financial planning and advisory services to bank clients

Conduct financial needs analyses and recommend suitable solutions

Build and maintain long-term client relationships

Work closely with bankers to convert referred leads

Grow and manage your client portfolio

Desired Experience&Qualification

RE5 qualification (essential)

NQF5 / FAIS-compliant qualifications

Class of Business (Long-Term Insurance&Investments) - Willingness to do this if not done yet

Minimum 2–3 years’ experience in financial advisory

Must be fully qualified (not under supervision)

Valid driver’s license and own vehicle

Package&Remuneration

Daily access to warm, bank-generated leads

Established client network within the banking environment

Hybrid working model (branch + flexibility)

Attractive commission structure (60/40 split)

Opportunity to partner with business bankers (high-value clients)

Fast-track onboarding and simple interview process

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