Financial Advisor

In brief

**Overview** This role is for a Financial Advisor to join a growing advisory team, which is focused on providing financial planning solutions to middle- and high-income clients throughout South Africa. The opportunity is designed to support the advisor's growth and long-term success in the financial services industry, offering access to professional development, ongoing training, and digital advisory tools. The role is being advertised by The Personnel Corporation. **What you will do** * Establish and maintain professional relationships with clients. * Engage with clients to understand their financial goals, needs and circumstances. * Gather and analyse relevant financial information. * Evaluate clients' financial positions and identify suitable planning opportunities. * Develop and present financial planning recommendations and alternatives. * Implement agreed financial planning solutions. * Monitor financial plans and review recommendations as clients' needs evolve. * Build and maintain a sustainable client base through professional service and relationship management. **Requirements (from the original advert)** * Matric / Grade 12. * A tertiary qualification will be advantageous. * At least 2 years of financial advisory or sales experience. * RE5 and relevant FAIS qualifications will be advantageous. * A clear credit record and criminal record. * A valid driver's licence and own reliable transport. **Who should apply** This position is suitable for ambitious, people-oriented, and motivated professionals looking to advance their career in financial advisory, particularly those interested in providing financial planning solutions to middle- and high-income clients. **Deadline** Not specified **Reference** Original posting: https://www.jobmail.co.za/jobs/finance-accounting/other-finance-accounting/johannesburg/financial-advisor-id-7606264 Source: jobmail

Summary drafted with AI assistance from the original advert. The advert itself is the authority — how we use AI.

At a glance

• At least 2 years of experience.

• Driver's licence

Extracted automatically from the advert; confirm requirements on the original listing.

Job description

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