Financial Advisor

Recruiter:

People Dimension

Job Ref:

986157

Date posted:

Monday, June 29, 2026

Location:

Paarl, South Africa

SUMMARY:
-

POSITION INFO:
A financial services company that provides insurance, investment, wealth management, risk solutions, and employee benefit services to individuals and businesses is seeking a Financial Advisor to join their team. Key Responsibilities Prospecting for and closing new business Maintaining existing business Developing and presenting financial planning recommendations and\/or alternatives to clients Adopting a holistic approach to financial advice Establishing and defining professional relationships with clients Gathering financial data and setting financial objectives Analysing and evaluating financial information Implementing and monitoring financial planning recommendations Desired Experience & Qualification Matric Successfully completed the Class of Business exam Successfully completed the RE5 exam Certified Financial Planner (CFP)® or an equivalent full qualification (NQF Level 6 with 20 credits) Currently registered with the Financial Sector Conduct Authority as a full representative Two or more years’ experience as a representative rendering financial advice and intermediary services Must be computer literate at a basic to intermediate level in Microsoft software Must have excellent negotiation and presentation skills, with the ability to close deals Must demonstrate high initiative and entrepreneurial ability, and be able to work independently Own transport and a cell phone are mandatory for business purposes Package & Remuneration Market related (depending on experience and qualifications) Interested? Shortlisted applicants will be contacted within 2 weeks, if you do not hear from us by then your application for this position was unsuccessful, but you have been added to our database for future vacancies.

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