A leading financial advisory firm in Johannesburg is seeking passionate independent financial advisers to provide holistic, goals-based financial advice. You will partner with clients to help them define their financial objectives and work to achieve them. The ideal candidate values independence, works well in a virtual environment, and has experience in comprehensive financial planning. This...
A leading financial services recruitment agency seeks a financial adviser to engage clients, sell aligned products, and ensure compliance. The ideal candidate has a degree compliant with FAIS, a CFP® certification is preferred, and at least 3 years of experience in advice-led financial planning. Strong computer literacy and fluency in English are essential. This role offers the opportunity to...
A financial services company in KwaZulu-Natal is seeking financial advisors to join their team. This role focuses on forming partnerships with clients to help them achieve their financial goals while providing holistic financial advice. Candidates should possess a Grade 12 education, a South African ID, and a valid driver's license. Even those without industry experience are welcome as...
A financial services firm in KwaZulu-Natal is seeking a National Recruitment Leader to partner with financial advisors and independent brokers. This role involves helping advisors diversify income streams and build sustainable practices. Candidates should have at least 3 years of financial services experience and relevant qualifications such as FAIS credits and RE5. Enjoy the benefit of...
Job Overview: We are seeking a highly motivated and experienced Financial Advisor to join our team, specializing in long-term insurance. The ideal candidate will have a strong background in financial services, particularly in long-term insurance, and be passionate about helping clients achieve financial security and peace of mind. In this role, you will be responsible for advising clients on...
A leading financial institution in South Africa is seeking a Financial Advisor to provide tailored financial solutions and manage client portfolios. The ideal candidate will have a degree in Finance or related fields, along with 3 to 5 years' experience in client-facing roles within the financial service sector. Responsibilities include achieving sales targets, conducting client reviews, and...
A leading financial services company in South Africa is looking for an experienced Financial Advisor to deliver exceptional client experiences in wealth management. The role involves providing tailored financial solutions, conducting client reviews, and achieving sales targets. The ideal candidate will have a relevant degree and 3 to 5 years of experience in investment or financial planning,...
A leading financial institution in South Africa is seeking a Financial Advisor to enhance client wealth management and retention through tailored financial solutions. The ideal candidate will have a relevant degree, 3-5 years of experience in financial planning, and a solid understanding of investment products. Strong project management skills and excellent client relationship abilities are...
A leading South African financial institution is seeking a Financial Advisor to deliver exceptional service and education to clients, focusing on wealth creation and financial solutions. The ideal candidate will have a relevant degree and 3 to 5 years of experience in investment or wealth management. This role involves managing a client portfolio, conducting reviews, and achieving sales targets...
A financial services firm in South Africa seeks a Financial Advisor to enhance client wealth through tailored solutions. You will provide strategic financial management for an allocated portfolio, aiming to grow revenue and ensure client satisfaction. The ideal candidate has a relevant degree and 3-5 years of experience in a client-facing financial role, along with comprehensive knowledge of...
An established industry player is seeking a skilled Wealth Manager to join their dynamic team. In this pivotal role, you will provide comprehensive financial planning guidance, ensuring clients achieve their financial goals while adhering to ethical standards and regulatory compliance. You will manage and grow a diverse client base, delivering expert advice on investment strategies, retirement...
A holistic financial planning firm in Cape Town is seeking a para-planner to support Financial Advisors with comprehensive financial planning and compliance support. Responsibilities include drafting client communications, technical analysis, and collaboration with estate planning attorneys. Ideal candidates will have a tertiary qualification in Financial Planning and strong analytical skills....
Line of Service Industry/Sector Specialism Management Level Senior Manager Job Description & Summary At PwC, our people in deals focus on providing strategic advice and support to clients in areas such as mergers and acquisitions, divestitures, and restructuring. They help clients navigate complex transactions and maximise value in their business deals. Those in corporate finance at PwC...
About the Company A leading South African fintech firm providing holistic, goal-based, and fully independent financial advice. The company partners with established financial practices and franchise groups across the country to help them grow their teams, enhance client experience, and strengthen operations. Through this partnership model, they recruit high-performing Financial Sales Consultants...
Job Location : Johannesburg, Gauteng, South Africa Application Deadline : March 01, 2026 Job Description: Job Summary - Our Credit Analysts have extensive knowledge of our risk assessment and portfolio risk management framework which they use to support our Account Managers with credit reviews, ongoing risk monitoring and client creditworthiness. They also assess Standard Chartered’s risk...
A prominent financial institution in Johannesburg seeks a professional to provide holistic financial planning solutions telephonically. This role involves managing client portfolios and meeting sales targets while ensuring adherence to the regulatory requirements of the financial advisory industry. The candidate should have a Further Education and Training Certificate and a strong commitment to...
Description This role offers an opportunity to build your financial advisory knowledge and assist in relationship management of our private clients through supporting a Financial Adviser. You will be able to execute certain products yourself and will be part of the broader Private Client ecosystem. You will build relationships with bankers to deliver a wholistic proposition to our clients. By...
A top-tier financial planning practice known for its values of Caring, Creative, Accurate, and Qualified is seeking a highly competent Junior Financial Advisor to join our team. This role is the critical bridge between technical expertise and full advisory responsibility, offering you a clear path and dedicated mentorship toward becoming a Senior Financial Planner. Responsibilities Client...
Job Overview: We are seeking a highly motivated and experienced Financial Advisor to join our team, specializing in long-term insurance. The ideal candidate will have a strong background in financial services, particularly in long-term insurance, and be passionate about helping clients achieve financial security and peace of mind. In this role, you will be responsible for advising clients on...
Duties & Responsibilities - Engage with prospective clients to understand their financial - Sell products that align with the clients financial - Accurately record client information and sales details - Achieve targets related to production, quality and - Comply with legislative regulations and adhere to all compliance Requirements - Degree FAIS Compliant and Postgraduate in Financial Planning...