Financial Advisor

SUMMARY:
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POSITION INFO:

Location: Remote / Flexible (Offices available in Cape Town & Johannesburg)
Employment Type: Full-Time
Industry: Financial Services | Wealth Management | Insurance

WatersEdge Solutions is partnering with a leading financial services organisation to recruit driven and entrepreneurial Financial Advisors. This opportunity is ideal for professionals who are passionate about helping clients achieve long-term financial security while building their own book of business in a high-performance, growth-focused environment.

About the Role

As a Financial Advisor, you will provide professional financial planning services across risk, investment, and wealth creation strategies. You’ll take ownership of building and managing client relationships, delivering tailored financial solutions, and driving consistent business growth. This role offers full autonomy within a supportive structure, making it ideal for individuals motivated by performance and long-term career development.

Key Responsibilities

• Acquire and develop new client relationships through networking, referrals, and business development

• Conduct comprehensive financial needs analyses

• Provide advice on risk products, investments, and long-term financial planning strategies

• Maintain and review client portfolios on an ongoing basis

• Ensure full compliance with regulatory and legislative requirements

• Meet and exceed sales and performance targets

• Maintain accurate and up-to-date client records

• Participate in ongoing training, development, and practice initiatives

What You’ll Bring

• RE5 (Regulatory Examination for Representatives) – completed

• NQF Level 5 qualification in a relevant financial field

• Proven experience in financial services, sales, or client-facing roles

• Strong understanding of financial planning principles

• FAIS compliant or working towards compliance

• Strong communication and interpersonal skills

• Sales-driven mindset with a focus on results

• High levels of professionalism and integrity

• Self-motivated with the ability to work independently

• Strong analytical and problem-solving ability

Nice to Have

• Existing client base or book of business

• Experience across risk, investments, and wealth planning products

• Demonstrated ability to consistently meet or exceed sales targets

What’s On Offer

• 100% commission-based earnings with no commission splits

• Monthly performance bonuses (10%–30%)

• Annual profit share / equity participation (7.5%–15%)

• Opportunity to build and grow your own client portfolio

• Access to leading financial products and strong operational support

• Ongoing training, mentorship, and professional development

• Entrepreneurial environment with uncapped earning potential

Company Culture

This is a high-performance, entrepreneurial environment that empowers individuals to take ownership of their success. The culture supports growth, independence, and long-term career building, while providing the structure and resources needed to succeed. Advisors are encouraged to think commercially, act with integrity, and build meaningful client relationships that stand the test of time.

If you have not been contacted within 10 working days, please consider your applications unsuccessful.