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Open nowFirst seen 3 days ago

FINANCIAL ADVISOR

Boardroom Appointments3,354 open roles

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Your applicationOpen nowFINANCIAL ADVISORBoardroom Appointments

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  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

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The clock on this job

Early applications get read.

12.1% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.1%7 days
  4. 19.1%14 days
  5. 35.6%30 days
  6. 52.7%60 days
This job: first seen 3 days ago

The posting

FINANCIAL ADVISOR

Location: South Africa (Various Regions)

Industry: Financial Services / Wealth & Investment

A leading financial services organisation is seeking a highly motivated and client-focused Financial Advisor to join its growing private client team.

This role offers the opportunity to build a successful advisory practice while delivering tailored financial planning and investment solutions to a high-value client base. You will play a key role in guiding clients through their financial journeys, providing expert advice across wealth creation, protection, and long-term planning.

THE ROLE

You will be responsible for delivering holistic financial advice and building long-term client relationships, while growing a sustainable and high-quality advisory practice.

Key responsibilities include:

  • Providing tailored financial advice in line with regulatory requirements and best practice
  • Conducting comprehensive financial needs analyses, including risk, retirement, and estate planning
  • Developing and implementing personalised financial plans for clients
  • Recommending appropriate investment and insurance solutions
  • Building and maintaining strong, long-term client relationships
  • Conducting regular client reviews and adapting strategies as needs evolve
  • Collaborating with internal stakeholders to deliver a seamless client experience
  • Identifying and developing new business opportunities
  • Maintaining accurate records and documentation of financial advice
  • Supporting and mentoring junior team members where required

WHAT WE ARE LOOKING FOR

We are seeking a driven and professional advisor with strong technical expertise and a passion for delivering exceptional client outcomes.

Key requirements:

  • Relevant tertiary qualification (CFP preferred)
  • 5–7 years' experience within financial services or financial advisory roles
  • Strong understanding of financial planning, investments, and long-term insurance
  • Knowledge of income tax and estate planning principles
  • Proven ability to build and manage client relationships
  • Experience in delivering holistic financial advice
  • Strong organisational and time management skills
  • Excellent communication and interpersonal skills

WHO YOU ARE

  • Client-centric with a strong advisory mindset
  • A relationship builder with excellent networking ability
  • Commercially aware with a results-driven approach
  • Self-motivated and able to work independently
  • A team player who contributes to a collaborative environment
  • Resilient, adaptable, and comfortable in a dynamic environment

WHY THIS ROLE

  • Opportunity to build and grow your own advisory practice
  • Access to a strong brand, product offering, and client base
  • Collaborative and high-performance team environment
  • Exposure to a sophisticated and high-net-worth client segment
  • Ongoing learning, development, and career progression
  • Work within a culture that values innovation, excellence, and entrepreneurship
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  1. A CV for this posting

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  4. Every reply, sorted

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