Introduction

A leading Financial Services company based in Johannesburg, is currently seeking a motivated, entrepreneurial and client-focused Financial Advisor to join their team.

Duties & Responsibilities

• Provide financial planning and advice to individual and corporate clients.
• Build and manage a sustainable book of business.
• Conduct client reviews, needs analysis, and provide tailored wealth solutions.
• Adhere to the company’s compliance and professional standards.
• Continuously stay up to date with industry regulations, trends, and company platforms.
• Participate in branch activities, training, and client events.

Desired Experience & Qualification

• RE5 qualification (Compulsory)
• CFP designation (Certified Financial Planner) – Advantageous
• Proven track record in financial advice or wealth management
• Strong understanding of investment products, estate pl...