Financial Advisor / Planner

Job Mail • English: B2 • Wealth Management & Financial Advisors • 4 days ago

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Salary

≈ $12k – $25k per year (Estimated)

Location

In office (South Africa)

Seniority

Junior · 2+ years exp

Employment

Full-Time

Confirmed on the employer's own hiring board on Oct 20, 2026. First seen by Alion on Oct 12, 2026. Job Mail scores C on the Alion truth index.

Overview

Company

Impact

Profile match

Job Mail

Job Mail is a South African online job board offering a large selection of vacancies across the country and some positions abroad. Job seekers can search and apply for jobs online, upload a CV and receive job alerts, while employers and recruitment agencies can advertise positions to a broad national audience. The brand is one of the longer-established names in South African job advertising and is operated from South Africa.

jobmail.co.za • HQ: Pretoria, South Africa • Job Boards & Aggregators • Est. 1997

To qualify for this position, you need:

Have a relevant diploma/degree (financial qualification advantageous - RE5 certification).
Minimum 2 years of property sales experience, or experience in a financial advisory role.
Track record of excellence in achieving sales targets and other KPI’s.
Excellent English communication skills.
Excellent interpersonal skills and telephone etiquette.
Reliable transport during working hours.
Home office set up with a stable internet connection.
Computer literate (Excel, Word, G Suite, Zoom).

Duties and responsibilities include, but not limited to:

Establish and maintain long-term client relationships.
Conduct financial needs analysis to understand clients' financial goals.
Provide regular financial reviews and updates.
Educate clients on financial planning principles, investment strategies, and risk management.
Develop bespoke financial plans based on clients' financial situations and goals.
Offer advice on wealth management, investments, insurance, retirement, tax planning.
Analyze financial data and recommend suitable financial products.
Assist clients in structuring their portfolios for long-term growth and security.
Assess clients' risk tolerance and recommend appropriate investment strategies.
Monitor market trends and economic conditions to optimize portfolio performance.
Provide recommendations on asset allocation and investment diversification.
Review investment performance and make adjustments where necessary.
Ensure compliance with FAIS (Financial Advisory and
Intermediary Services Act) and FICA (Financial Intelligence Centre Act).
Maintain records and documentation as per industry regulations.

If you do not receive feedback within two weeks of submitting your application, please consider your application unsuccessful.

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