Advancing Financial Adviser (Commission Based)

Pathfinders Consulting Pty (LTD) | Full time

Advancing Financial Adviser (Commission Based)

Cape Town, South Africa | Posted on 09/22/2026

Our Client, a leading financial services provider, is looking for an Advancing Financial Adviser to join their national adviser network. This is a commission based, remote friendly opportunity for a driven, customer focused individual who wants to build a long term career in financial planning and advice.

About the Role

As an Advancing Financial Adviser, you will provide financial planning and advice to clients, build lasting relationships, and grow a client base across South Africa. Our Client offers ongoing support, product accreditation, and a clear growth path toward becoming a fully Experienced Financial Adviser.

Key Responsibilities

• Provide financial planning advice aligned to FAIS and FSCA fit and proper requirements
• Build and maintain long term client relationships through regular engagement
• Meet and exceed sales targets and customer service expectations
• Complete required product accreditations, including Long Term Insurance Class of Business (COB)
• Maintain personal character, honesty and integrity in line with Fit and Proper standards

Requirements

• Do you have a minimum of 12 months financial planning experience?
• Have you completed the Long Term Insurance Class of Business (COB)?
• Do you hold a recognised diploma or degree (advantageous)?
• Have you passed the regulatory examination for representatives, RE5 (advantageous)?
• Are you able to meet FSCA Fit and Proper personal character requirements, including honesty and integrity?
• Are you self motivated, target driven, and passionate about client service?

What Our Client Offers

• Commission based earning structure with uncapped potential
• National footprint with flexibility to build a client base across South Africa
• A long term career path in financial advice and planning

#J-18808-Ljbffr