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Financial Advisor

Financial Advisor

Ukufunda Business SolutionsDurban, KwaZulu-Natal, South Africa
11 days ago
Job description

What Jobs are available for Financial Advisor in South Africa?

Showing 320 Financial Advisor jobs in South Africa

Durban, KwaZulu Natal Ukufunda Business Solutions

Posted 17 days ago

Job Description

We are looking for experienced Financial advisors for our client in Umhlanga.

Requirements are as follows :

  • Own vehicle
  • Sales experience 2 years +
  • Achieved RE5
  • Achieved Wealth Management NQF 5 or 120 credits
  • Demonstrated commission average of R15 000

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Johannesburg, Gauteng One Spark

Posted 8 days ago

Job Description

You became a Financial Advisor to make a difference, to help people make informed decisions for them and their loved ones. At Dis-Chem Life, we are giving you the platform to do just that.

Welcome to the frontline of protection. At Dis-Chem Life, we are doing it differently. We are putting Financial Advisors inside the busiest health and wellness stores in South Africa.

We are looking for skilled Financial Advisors nationally, to be placed in retail stores where thousands of people walk in every day, seeking care, support, and solutions.

Access to real people, in real life, real moments with real needs, standing a few metres away. And thats where you come in.

Summary of the Role

To connect with customers in-store, in real time, and provide tailored financial solutions that meet their immediate and long-term needs. As a Dis-Chem Life Instore Financial Advisor, youll turn everyday store visits into meaningful conversations that protect lives, build trust, and grow our business.

Key Responsibilities

  • Engage directly with walk-in customers in a retail environment to identify their needs and introduce Dis-Chem Lifes insurance and financial products.
  • Deliver compliant, needs-based financial advice face-to-face.
  • Build trust and long-term relationships with customers by demonstrating product value and relevance to their life stage.
  • Consistently achieve sales targets and conversion metrics in a high-traffic retail setting.
  • Maintain up-to-date product knowledge, compliance, and FSCA regulatory requirements.
  • Represent Dis-Chem Life with professionalism and approachability, reinforcing our reputation for care and expertise.
  • Keep accurate records of client interactions and complete all required documentation in line with compliance standards.
  • Youre not behind a desk. You are on the floor, engaging people who are already in a mindset of looking after themselves and their loved ones.
  • Built-in opportunity. Thousands of potential customers walk past you daily no cold calling, just warm, in-person connections.
  • The retail advantage. Leverage the trust and footfall of South Africas busiest health and wellness stores to accelerate the growth your client base.
  • Access to marketing, product, and operational support
  • Requirements

  • RE5 + COB (Life & Funeral)
  • Fit & Proper status
  • Minimum 4 years in an advice-giving role within insurance or financial services
  • Proven track record in face-to-face client engagement and sales performance
  • Strong interpersonal and listening skills, with the ability to simplify complex financial concepts for customers
  • Ability to work retail hours, including weekends and public holidays as required
  • Reliable transport to and from your allocated store
  • Is this job a match or a miss?

    Posted today

    Job Description

    Job Outline

    As a Financial Advisor, your role will be to provide comprehensive financial advice to clients, aligning with the customer value proposition and the Treating Customers Fairly (TCF) framework. The role involves working with allocated key accounts and markets, utilizing digital platforms to offer services and products, and ensuring clients\' financial needs are met with the highest level of service.

    Job Requirements

  • Matric (Grade 12)
  • Minimum 2 years of marketing / sales experience or similar capacity.
  • RE5 certification. (Advantageous)
  • FSCA recognised qualifications (Advantageous)
  • FAIS compliance.
  • Clear credit and criminal records.
  • Own vehicle and driver\'s licence (Advantageous)
  • Please send your CV to

    Is this job a match or a miss?

    Posted today

    Job Description

    Join Momentum as a Financial Adviser – Empower Your Clients and Your Future

    At Momentum, being a financial adviser is about more than just offering advice—it's about building meaningful partnerships with clients to guide them towards achieving their financial dreams. As a Momentum financial adviser, you\'ll help clients create personalized strategies that align with their needs and aspirations, ensuring their financial goals are met.

    Why Partner with Momentum?

    Momentum provides an innovative, outcome-based advice approach to help advisers build and protect clients\' financial futures. We offer a rewarding, supportive environment that helps you thrive as you build lasting client relationships and grow your practice.

    What You\'ll Get as a Momentum Financial Adviser :

  • Competitive Remuneration : A structured commission model with performance-driven incentives, commissions, and bonuses.
  • Annual Recognition : Elite opportunities to attend our prestigious recognition convention for top achievers.
  • Professional Protection : Professional indemnity cover and expert legal support.
  • Growth and Development : Access to Momentum\'s Institute of Financial Planning (IFP) and enhanced advisory capabilities through Astute subscriptions.
  • Technology & Support : Cutting-edge financial planning software, IT support, laptop, and data bundle for the first 12 months.
  • Collaborative Business Model : Maximise your income by collaborating with specialists and leveraging a wide range of product solutions across various providers.
  • Marketing and Operational Support : Focus on growing your client base with dedicated marketing assistance and operational support.
  • Comprehensive Solutions : Access to diverse product offerings and a solid compliance process to ensure trust and excellence in client engagement.
  • Succession Planning : Secure your legacy with our tailored succession planning solutions.
  • Unlock Your Future with Momentum

    Joining Momentum means becoming part of a forward-thinking team that empowers you to grow professionally and personally. With our unwavering support, youll forge meaningful relationships, help clients realize their financial dreams, and build a successful, sustainable practice. Together, we will create brighter financial futures—for your clients and for you.

    Requirements for joining Momentum :

  • South African citizenship
  • Relevant educational qualifications - Grade 12 and a FSCA approved qualification
  • RE 5(Advantageous with experience)
  • Clear ITC report and no criminal record
  • Valid driving license and own reliable vehicle
  • Minimum two years\' experience in a financial and sales services industry
  • Strong networking and communication skills
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    R - R Y Onboarded Solutions

    Posted today

    Job Description

    Are you a driven Financial Advisor looking to grow your career within a supportive and entrepreneurial environment? Our client is a well-established, smaller financial services firm with a countrywide footprint. They pride themselves on building lasting client relationships while offering advisors the tools and support needed to succeed.

    Location : Durban (with national reach and opportunities)

    Requirements :

  • Minimum 2+ years\' experience as a Financial Advisor
  • Must hold a valid RE5 qualification
  • CPD hours must be up to date each year
  • Class of Business Certificates completed
  • What\'s on offer :

    Join a dynamic, growth-focused firm with national presence

    Supportive leadership and collaborative culture

    Opportunities to grow your client base and develop professionally

    If you are passionate about financial planning and client success, we\'d love to hear from you

    Is this job a match or a miss?

    R - R Y Ingonyi Team

    Posted today

    Job Description

    About the Role

    As a Financial Advisor with the Ingonyi team, you will play a key role in empowering individuals, families, and businesses to achieve their financial goals. You will provide trusted financial advice, build strong client relationships, and tailor solutions that create long-term value. This role requires entrepreneurial drive, resilience, and a passion for making a difference in people\'s lives.

    Key Responsibilities

  • Build and maintain strong, long-term relationships with clients.
  • Conduct financial needs analyses to identify suitable solutions.
  • Advise clients on investment, savings, retirement, insurance, and estate planning options.
  • Develop personalized financial plans aligned with clients\' goals.
  • Stay up to date with financial products, market trends, and regulatory requirements.
  • Prospect and acquire new clients through networking, referrals, and community engagement.
  • Provide ongoing client service, ensuring consistent communication and support.
  • Work collaboratively within the Ingonyi team to achieve individual and team targets.
  • Strong interpersonal and communication skills.
  • Entrepreneurial mindset with a drive for growth.
  • Ability to build trust and foster long-term client relationships.
  • Analytical and problem-solving skills.
  • Resilience, adaptability, and a solutions-oriented attitude.
  • Self-motivated with excellent time management skills.
  • Qualifications & Experience

  • Grade 12 / Matric (minimum).
  • Relevant tertiary qualification in finance, business, or related field (advantageous).
  • Regulatory Exam (RE5) and Class of Business.
  • FAIS-compliant.
  • Previous experience as a financial advisor in the government sector is a must.
  • Why Join the Ingonyi Team?

  • Be part of a dynamic and visionary team under the Sanlam Group.
  • Access to ongoing training, mentorship, and career development.
  • Competitive commission-based earning potential with incentives.
  • Opportunity to make a lasting impact in people\'s lives and communities.
  • A culture that values people, professionalism, and philanthropy.
  • Job Type : Full-time

    Application Question(s) :

  • Do you have experience as a financial advisor in the government sector working at worksites?
  • Do you have your RE5?
  • Is this job a match or a miss?

    Port Shepstone, KwaZulu Natal R - R Y Momentum

    Posted today

    Job Description

    Metropolitan is one of the oldest financial services brands in South Africa. With a 125-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa\'s people through affordable financial solutions that create financial growth and security.

    Metropolitan operates in South Africa, but the brand is also present in 7 African countries including, Namibia, Botswana, Kenya, Ghana and Lesotho. Metropolitan provides financial wellness solutions that meet the needs of low-income clients, including funeral insurance, health, savings, hospital cash-back cover, retirement solutions and life insurance.

    Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.

    Role Purpose Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.

    Requirements

  • Matric / N4 Equivalent Qualification.
  • FAIS requirements based on DOFA date
  • Relevant regulatory examinations if you are already working in the financial services industry.
  • 5 years\' experience for individuals with matric
  • 1-2 years\' experience for individuals with undergraduate degree (preferred)
  • Fluency in English
  • Duties & Responsibilities

  • Engage with prospect clients to understand their financial needs.
  • Sell products that align with the clients\' financial requirements.
  • Accurately record client information and sales details
  • Achieve targets related to production, quality and conversion.
  • Comply with legislative regulations and adhere to all compliance requirements.
  • Verbally fluent
  • Numerical reasoning ability
  • Be able to plan and manage their time.
  • Self-reliant
  • Manage relationships well.
  • Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
  • Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)
  • Is this job a match or a miss?

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    R - R Y IWCP : Insurance & Wealth Creation Professionals

    Posted today

    Job Description

    Join IWCP – Insurance and Wealth Creation Professionals

    January 2026 Intake

    Are you a driven entrepreneur ready to build a business that rewards your ambition and purpose?

    At IWCP, we help you turn your potential into lasting success — through world-class training, mentorship, and proven business systems that empower you to grow and thrive.

    What we offer :

  • Comprehensive development and support.
  • A strong, reputable brand in the financial industry.
  • The tools and mentorship to build your own successful practice.
  • What you\'ll need :

  • Matric (Degree advantageous)
  • Driver\'s license and reliable vehicle
  • Laptop for client meetings and business growth
  • Clear criminal and credit record
  • Turn your ambition into a thriving business – with the training, tools, and mentorship to succeed.

    PS : The opportunity is available in Cape Town, JHB, Nelspruit, Rustenburg and Durban as well

    Is this job a match or a miss?

    Posted today

    Job Description

    About Company :

    Opian Financial Services Group is a trusted, client-focused financial firm committed to helping individuals and businesses achieve long-term financial security and growth.

    We provide tailored financial planning, investment, and risk management solutions designed to meet our clients\' unique goals.

    We are looking for ambitious, professional, and motivated Financial Advisors to join our growing team. This role offers the opportunity to build a rewarding career with unlimited earning potential through a commission-only structure.

    Key Responsibilities :

  • Develop and maintain long-term client relationships through consistent communication and exceptional service.
  • Conduct comprehensive financial needs analysis to determine clients\' goals and develop tailored solutions.
  • Advise clients on a full suite of financial products, including life insurance, retirement annuities, investments, medical aid, and risk cover.
  • Generate new business and manage a personal portfolio of clients.
  • Prepare and present professional financial proposals and documentation.
  • Stay up to date with product knowledge, industry regulations, and compliance requirements.
  • Ensure full adherence to FAIS, FICA, POPIA, and other relevant financial legislation.
  • Meet and exceed individual sales and business targets.
  • Recognized qualification (minimum NQF Level 5) in Financial Planning, Finance, Business, or a related field – essential.
  • RE5 Regulatory Examination – required.
  • FAIS-accredited and registered with the FSCA (Financial Sector Conduct Authority) – or in the process of obtaining accreditation.
  • Minimum of 2 years\' experience as a Financial Advisor or in a financial services sales environment.
  • Valid driver\'s license and reliable vehicle – essential.
  • Strong communication, presentation, and interpersonal skills.
  • High level of professionalism, integrity, and client orientation.
  • Self-motivated, target-driven, and able to work independently.
  • What We Offer :

  • Commission-only structure – unlimited earning potential based on performance.
  • Access to leads, marketing support, and back-office administrative assistance.
  • Continuous professional training, mentorship, and development opportunities.
  • Support toward completing CPD requirements and maintaining FSCA compliance.
  • Opportunity to build your own long-term advisory practice under the Opian Financial Services Group brand.
  • Ideal Candidate :

    This role is best suited for a dynamic and confident professional who thrives in a results-driven environment, enjoys networking, and is passionate about helping clients achieve their financial goals.

    How to Apply :

    If you meet the above requirements and are ready to grow your career in a high-performance environment, please submit your comprehensive CV and a short motivational letter outlining your experience and commitment to the financial services industry.

    Job Type : Full-time

    Is this job a match or a miss?

    East London, Eastern Cape R - R Y iMasFinance Co-operative (Ltd)

    Posted today

    Job Description

    At iMas Insurance Brokers, we are committed to driving transformation and diversity in the workplace. In support of our transformation strategy, preference will be given to candidates from designated groups.

    Job Purpose :

    Effective marketing of life assurance and funeral products within East London and surrounding areas.

    Job Outputs :

    Selling of life assurance and funeral policies

    Conducting clients needs analysis

    Following up on leads

    Servicing new and existing members

    Quality control of new business

    Qualifications and Experience

    Matric / Grade 12

    FAIS credits on NQF level 4 as per FSCA legislative requirements

    RE5 as per FSCA legislative requirements

    1 year proven sales experience, preferably in the Financial Services Industry

    Knowledge and Skills

    Computer literate (MS Office)

    Attention to detail

    Negotiation skills

    Excellent communication skills

    Interpersonal skills

    Is this job a match or a miss?

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    Financial Advisor • Durban, KwaZulu-Natal, South Africa

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