Job Description
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...