Executive Financial Advisor

Recruiter:

3RC

Job Ref:

2642389112

Date posted:

Wednesday, December 10, 2025

Location:

Sandton, South Africa

SUMMARY:
-

POSITION INFO:

Job Specification: Executive Financial Advisor - Independent (Commissioned)

Our client is looking for qualified and experienced Financial Advisors to join their team. The successful candidates will provide expert financial advice, develop tailored solutions (with all insurance companies codes to provide to your client), and ensure compliance with regulatory requirements. This role requires an individual with strong analytical skills, a customer-focused approach, and the necessary industry qualifications.

Key Responsibilities

Provide comprehensive financial advice to clients on investments, insurance, estate planning, and retirement options
Assess client needs and develop customised financial plans and recommendations
Source new business opportunities and build strong, long-term client relationships
Ensure compliance with all relevant regulatory requirements and internal procedures
Stay updated with financial market trends, products, and changes in legislation
Maintain accurate records and prepare required reports
Assist clients with claims, policy updates, and service queries

Minimum Requirements

RE5 qualification (compulsory)
NQF Level 5 qualification in finance, insurance, economics, or legal studies
At least 3 years’ experience as a financial advisor or in a related financial services role
Strong understanding of financial products, investment vehicles, and regulatory environment
Excellent interpersonal, communication, and relationship-building skills
Proficiency in financial planning tools and MS Office

Preferred Qualifications

Degree in Economics or Law (legal qualification) is highly advantageous
Track record of successfully managing client portfolios

Preferred Attributes

High level of integrity and ethical standards
Self-motivated and goal-oriented
Adaptability and commitment to ongoing professional development

Location

Positions Nationally available

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