The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities * Provide financial planning support to clients * Support investment professionals to cultivate client relationships * Prepare financial plans and check their accuracy Qualifications * Bachelor's degree in Finance or related field * 5+ years' of industry experience * Strong understanding of the investment business * Excellent interpersonal skills * RE is needed
Role Description This is a full-time, on-site Financial Adviser role based in Alberton Gauteng, South Africa. The Financial Adviser will engage with clients to understand their financial needs, goals, and risk profiles, and provide tailored advice on financial planning, investments, insurance, and retirement solutions. Responsibilities include preparing and presenting financial plans, reviewing portfolios regularly, monitoring market developments, and ensuring compliance with regulatory and company standards. The role involves prospecting and building a client base, maintaining strong client relationships, and collaborating with internal teams to deliver integrated financial solutions. The Financial Adviser will also keep accurate records, follow up on client queries, and participate in ongoing training and development. Responsibilities * Strong Financial Planning and Financial Advisory skills, with the ability to assess client needs and develop appropriate financial solutions. * Sound knowledge of Finance, Investments, Risk Management, Insurance, and Wealth Creation principles. * Retirement Planning expertise to assist clients in achieving long-term financial security and wealth preservation. * Experience in financial services, insurance, banking, investments, wealth management, or sales will be advantageous. * Strong communication, presentation, interpersonal, and relationship-building skills with the ability to explain complex financial concepts clearly and professionally. * Demonstrated client service orientation, networking ability, and business development skills with a proven ability to grow and maintain a client base. * High levels of integrity, professionalism, and ethical conduct in line with regulatory and company standards. * Strong analytical, numerical, and problem-solving skills. * Proficiency in Microsoft Office and digital financial planning tools. * Ability to work independently, manage a portfolio of clients, and achieve business targets within a compliant framework. Qualifications * Grade 12 (Matric) essential. * Relevant tertiary qualification in Finance, Financial Planning, Commerce, Economics, or a related field. * RE5 and FAIS-compliant qualification, or willingness to obtain within the required timeframe. * Strong knowledge of financial planning, investments, insurance, and retirement solutions. * Proven sales, networking, or business development skills. * Excellent communication, relationship-building, and client service skills. * High levels of integrity, professionalism, and regulatory compliance. * Proficient in Microsoft Office and digital financial planning tools. * CFP® designation or progress towards obtaining it will be advantageous. * Valid driver's licence and own vehicle will be advantageous.
Experienced Financial Adviser Location: Western Cape, South Africa Industry: Financial Services Employment Type: Commission-Based Reporting to: Branch Manager About the Role The Personnel Corporation is seeking an experienced and driven Financial Adviser to join a leading financial services organisation in the Western Cape. The successful candidate will be responsible for understanding clients’ financial needs, providing professional financial advice, and recommending and implementing suitable financial plans and solutions to help clients achieve their long-term financial goals. This opportunity is suited to an adviser with an established understanding of financial advisory services, strong business development skills and the ability to build lasting client relationships. Key Responsibilities * Identify and assess clients’ financial needs, objectives and circumstances. * Provide sound financial advice and recommend appropriate financial products and solutions. * Develop and implement financial plans tailored to individual client requirements. * Generate new business through prospecting, networking and relationship building. * Grow existing client relationships by identifying opportunities to introduce additional products and services. * Build and maintain a strong client base to support long-term business growth. * Maintain professional client relationships and deliver a high standard of service. * Work towards agreed sales, activity and business development targets. * Demonstrate discipline, resilience and consistency in executing sales activities. * Comply with applicable financial services regulatory requirements and fit-and-proper standards. Minimum Requirements Candidates must meet the following requirements: * Grade 12 (Matric) certificate. * At least 2 years’ experience in a financial advisory role. * RE5 Regulatory Examination successfully completed. * Compliance with applicable DOFA and Fit and Proper requirements. * Relevant Class of Business certificates. * An FSCA-approved qualification. * A valid driver’s licence and access to a reliable vehicle. * Ability to pass criminal and credit checks. Required Skills and Competencies * Strong communication and interpersonal skills. * Excellent negotiation and influencing abilities. * Effective networking and relationship-building skills. * Proven ability to generate new business and identify sales opportunities. * Ability to grow and retain existing client relationships. * Strong self-management, discipline and execution. * Tenacity, resilience and a results-driven approach. * Professionalism and a client-focused mindset. Remuneration and Benefits The opportunity offers a performance-driven earning structure and access to a range of professional development and support benefits, including: * Commission earnings: 75%–100% commission share when applicable targets are achieved. * Training allowance: R20,000 per month during the first three months of training, subject to the applicable programme terms. * Weekly activity incentives: Potential bonuses of up to R2,000 per week. * Annual performance bonus: Qualifying advisers may earn bonuses of R75,000 or more. * Employee benefits: Access to medical aid, retirement and group life benefits, subject to applicable eligibility and scheme conditions. * Professional development: Support with industry-related qualifications and opportunities for career progression. * Business support: Access to specialist support staff and upmarket office facilities at no cost. * Additional incentives: Opportunities to qualify for periodic competitions, share awards, and regional or international conventions. * Recurring income opportunities: Potential to benefit from existing income flows, subject to the applicable arrangements. * Trail commission protection: Provision for 100% of trail flows to be paid to the adviser’s estate or nominated beneficiary in the event of death or disability, subject to the applicable terms. Employment Equity Appointments will be made in accordance with the employer’s Employment Equity Plan and the requirements of the relevant business unit. How to Apply If you meet the minimum requirements and are ready to grow your career in financial advisory services, submit your updated CV for consideration. Please ensure that your application reflects your RE5 status, relevant qualifications and financial advisory experience. Only candidates who meet the minimum requirements will be considered.
Company Description Insurance \& Wealth Creation Professionals (IWCP) is part of the next generation of insurance and wealth creation firms, offering an environment where motivated individuals can build profitable, client-centered advisory practices. With more than 100 years of combined industry management experience, IWCP provides structured development paths, mentorship programs, and full training to support long-term career growth. The firm focuses on creating tailored financial plans covering investments, insurance, and retirement planning to help clients build wealth and achieve financial peace of mind. IWCP operates within the Financial Services Industry and supports advisors with accreditation and licensing, offering a strong platform for both experienced professionals and new entrants who meet clear ethical and compliance standards. Role Description The Senior Financial Advisor role is a full-time, hybrid position based in Sunninghill, Johannesburg, with flexibility for some work from home. In this role, the advisor will develop and manage a professional client portfolio, conducting thorough financial needs analyses and designing comprehensive financial plans across investments, insurance, and retirement planning. The advisor will meet with clients regularly, provide ongoing advice, and adjust strategies based on changing personal and market circumstances. Daily activities include prospecting and networking to grow the client base, preparing proposals and reports, ensuring compliance with regulatory requirements, and maintaining accurate records. The advisor will collaborate with internal teams, participate in training and mentorship programs, and actively contribute to building a sustainable, client-focused advisory practice. Qualifications * Strong Financial Planning and Financial Advisory skills, with the ability to create tailored, holistic financial plans for diverse client needs. * Solid knowledge of Finance and Investments, including understanding of risk, portfolio construction, and long-term wealth creation strategies. * Proficiency in Retirement Planning, including retirement income strategies and long-term savings solutions. * Minimum of Grade 12 (Matric); a relevant tertiary qualification in finance, economics, business, or related field is advantageous. * Clear credit record and no criminal record, with a strong commitment to ethical and compliant professional conduct. * Entrepreneurial mindset, established or developing client network, and demonstrated tenacity in building and sustaining a practice. * Exceptional interpersonal, communication, and negotiation skills, with effective planning, organizing, and time management abilities. * Willingness to complete industry training, accreditation, and licensing requirements, and to participate in ongoing professional development and mentoring.
Job description The Financial Advisor will deliver personalized Long Term solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. There is also a training allowance Responsibilities * Provide financial planning support to clients * Support investment professionals to cultivate client relationships * Prepare financial plans and check their accuracy Qualifications * Matric or higher * 2+ years' of industry experience * Strong understanding of the Financial Industry. * Excellent interpersonal skills Do you have a valid drivers License? Do you have a vehicle, are you mobile? Do you have RE ? This position is 100% commission based and you receive 100% commission split.
Role Description This is a full-time, on-site Financial Adviser role based in Boksburg Gauteng, South Africa. The Financial Adviser will engage with clients to understand their financial needs, goals, and risk profiles, and provide tailored advice on financial planning, investments, insurance, and retirement solutions. Responsibilities include preparing and presenting financial plans, reviewing portfolios regularly, monitoring market developments, and ensuring compliance with regulatory and company standards. The role involves prospecting and building a client base, maintaining strong client relationships, and collaborating with internal teams to deliver integrated financial solutions. The Financial Adviser will also keep accurate records, follow up on client queries, and participate in ongoing training and development. Responsibilities * Strong Financial Planning and Financial Advisory skills, with the ability to assess client needs and develop appropriate financial solutions. * Sound knowledge of Finance, Investments, Risk Management, Insurance, and Wealth Creation principles. * Retirement Planning expertise to assist clients in achieving long-term financial security and wealth preservation. * Experience in financial services, insurance, banking, investments, wealth management, or sales will be advantageous. * Strong communication, presentation, interpersonal, and relationship-building skills with the ability to explain complex financial concepts clearly and professionally. * Demonstrated client service orientation, networking ability, and business development skills with a proven ability to grow and maintain a client base. * High levels of integrity, professionalism, and ethical conduct in line with regulatory and company standards. * Strong analytical, numerical, and problem-solving skills. * Proficiency in Microsoft Office and digital financial planning tools. * Ability to work independently, manage a portfolio of clients, and achieve business targets within a compliant framework. Qualifications * Grade 12 (Matric) essential. * Relevant tertiary qualification in Finance, Financial Planning, Commerce, Economics, or a related field. * RE5 and FAIS-compliant qualification, or willingness to obtain within the required timeframe. * Strong knowledge of financial planning, investments, insurance, and retirement solutions. * Proven sales, networking, or business development skills. * Excellent communication, relationship-building, and client service skills. * High levels of integrity, professionalism, and regulatory compliance. * Proficient in Microsoft Office and digital financial planning tools. * CFP® designation or progress towards obtaining it will be advantageous. * Valid driver's licence and own vehicle will be advantageous.
Role Description This is a full-time, on-site Financial Adviser role based in Sandton Gauteng, South Africa. The Financial Adviser will engage with clients to understand their financial needs, goals, and risk profiles, and provide tailored advice on financial planning, investments, insurance, and retirement solutions. Responsibilities include preparing and presenting financial plans, reviewing portfolios regularly, monitoring market developments, and ensuring compliance with regulatory and company standards. The role involves prospecting and building a client base, maintaining strong client relationships, and collaborating with internal teams to deliver integrated financial solutions. The Financial Adviser will also keep accurate records, follow up on client queries, and participate in ongoing training and development. Responsibilities * Strong Financial Planning and Financial Advisory skills, with the ability to assess client needs and develop appropriate financial solutions. * Sound knowledge of Finance, Investments, Risk Management, Insurance, and Wealth Creation principles. * Retirement Planning expertise to assist clients in achieving long-term financial security and wealth preservation. * Experience in financial services, insurance, banking, investments, wealth management, or sales will be advantageous. * Strong communication, presentation, interpersonal, and relationship-building skills with the ability to explain complex financial concepts clearly and professionally. * Demonstrated client service orientation, networking ability, and business development skills with a proven ability to grow and maintain a client base. * High levels of integrity, professionalism, and ethical conduct in line with regulatory and company standards. * Strong analytical, numerical, and problem-solving skills. * Proficiency in Microsoft Office and digital financial planning tools. * Ability to work independently, manage a portfolio of clients, and achieve business targets within a compliant framework. Qualifications * Grade 12 (Matric) essential. * Relevant tertiary qualification in Finance, Financial Planning, Commerce, Economics, or a related field. * RE5 and FAIS-compliant qualification, or willingness to obtain within the required timeframe. * Strong knowledge of financial planning, investments, insurance, and retirement solutions. * Proven sales, networking, or business development skills. * Excellent communication, relationship-building, and client service skills. * High levels of integrity, professionalism, and regulatory compliance. * Proficient in Microsoft Office and digital financial planning tools. * CFP® designation or progress towards obtaining it will be advantageous. * Valid driver's license and own vehicle will be advantageous.
Join Momentum as a Financial Adviser – Empower Your Clients and Your Future At Momentum, being a financial adviser is about more than just offering advice—it’s about building meaningful partnerships with clients to guide them towards achieving their financial dreams. As a Momentum financial adviser, you’ll help clients create personalized strategies that align with their needs and aspirations, ensuring their financial goals are met. Why Partner with Momentum? Momentum provides an innovative, outcome-based advice™ approach to help advisers build and protect clients' financial futures. We offer a rewarding, supportive environment that helps you thrive as you build lasting client relationships and grow your practice. What You’ll Get as a Momentum Financial Adviser: * Competitive Remuneration : A structured commission model with performance-driven incentives, commissions, and bonuses. * Annual Recognition : Elite opportunities to attend our prestigious recognition convention for top achievers. * Professional Protection : Professional indemnity cover and expert legal support. * Growth and Development : Access to Momentum’s Institute of Financial Planning (IFP) and enhanced advisory capabilities through Astute subscriptions. * Technology \& Support : Cutting-edge financial planning software, IT support, laptop, and data bundle for the first 12 months. * Collaborative Business Model : Maximise your income by collaborating with specialists and leveraging a wide range of product solutions across various providers. * Marketing and Operational Support : Focus on growing your client base with dedicated marketing assistance and operational support. * Comprehensive Solutions : Access to diverse product offerings and a solid compliance process to ensure trust and excellence in client engagement. * Succession Planning : Secure your legacy with our tailored succession planning solutions. Unlock Your Future with Momentum Joining Momentum means becoming part of a forward-thinking team that empowers you to grow professionally and personally. With our unwavering support, you’ll forge meaningful relationships, help clients realize their financial dreams, and build a successful, sustainable practice. Together, we will create brighter financial futures—for your clients and for you. Requirements for joining Momentum: * South African citizenship * Relevant educational qualifications - Grade 12 and a FSCA approved qualification * RE 5(Advantageous with experience) * Clear ITC report and no criminal record * Valid driving license and own reliable vehicle * Minimum two years’ experience in a financial and sales services industry * Strong networking and communication skills