Financial Advisor

Qualifications & Experience Education: Minimum: Grade 12 / Matric. Preferred: Relevant tertiary qualification in Finance, Economics, Accounting, or Business (e.g., BCom, CFP® designation). Regulatory Requirements: Must meet FAIS Fit & Proper requirements. RE5 (Representative Exam) essential. Completed Class of Business (CoB) training in relevant categories. CPD (Continuous Professional Development) compliance. Experience: 25 years experience as a Financial Advisor / Broker / Planner within a financial services provider, insurer, or wealth management firm. Strong client acquisition and relationship management skills. Experience in life insurance, investments, or medical aid advisory will be advantageous. Skills & Competencies Strong financial planning and analytical skills. Excellent interpersonal and communication abilities. Sales-driven with proven business development success. Ability to work independently and manage own portfolio. High ethical standards and integrity. Strong organizational and time-management skills. Computer literacy (MS Office, CRM systems, financial planning tools).

Location: Sandton, Gauteng, ZA

Posted Date: 9/18/2025