Financial Advisor, Midrand

Job Specification: Financial Advisor 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 customer-focused approach, and the necessary industry qualifications.

Key Responsibilities

Provide comprehensive financial advice to clients on investments, insurance, estate planning, and retirement options

Assess client needs and develop customised financial plans and recommendations

Source new business opportunities and build strong, long-term client relationships

Ensure compliance with all relevant regulatory requirements and internal procedures

Stay updated with financial market trends, products, and changes in legislation

Maintain accurate records and prepare required reports

Assist clients with claims, policy updates, and service queries

Minimum Requirements

RE5 qualification

(compulsory)

NQF Level 5 qualification

in finance, insurance, economics, or legal studies

At least

3 years’ experience

as a financial advisor or in a related financial services role

Strong understanding of financial products, investment vehicles, and regulatory environment

Excellent interpersonal, communication, and relationship-building skills

Proficiency in financial planning tools and MS Office

Preferred Qualifications

Degree in

Economics

or

Law

(legal qualification) is highly advantageous

Track record of successfully managing client portfolios

Preferred Attributes

High level of integrity and ethical standards

Self-motivated and goal-oriented

Adaptability and commitment to ongoing professional development

Location

Positions Nationally available (even small remote towns)

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