Financial Advisor

People Dimension • randburg, gauteng, South-Africa • Posted June 18, 2026

Location randburg, gauteng
Job Type Full-time
Category Audit, Taxes & Accounting
Posted June 18, 2026

Introduction

A leading Financial Services company based in Johannesburg, is currently seeking a motivated, entrepreneurial and client-focused Financial Advisor to join their team.

Duties & Responsibilities

  • Provide financial planning and advice to individual and corporate clients.
  • Build and manage a sustainable book of business.
  • Conduct client reviews, needs analysis, and provide tailored wealth solutions.
  • Adhere to the company’s compliance and professional standards.
  • Continuously stay up to date with industry regulations, trends, and company platforms.
  • Participate in branch activities, training, and client events.

Desired Experience & Qualification

  • RE5 qualification (Compulsory)
  • CFP designation (Certified Financial Planner) – Advantageous
  • Proven track record in financial advice or wealth management
  • Strong understanding of investment products, estate pl...

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