Financial Advisor / Planner

Job Mail • Wealth Management & Financial Advisors • Bachelor's Degree • Microsoft Excel • 4 days ago
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Salary
≈ $11k – $24k 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 26, 2026. First seen by Alion on Oct 21, 2026. Job Mail scores C on the Alion truth index.

Overview
Company
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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
Minimum requirements (Advantageous):
  • RE5 Certification (essential).
  • NQF Level 5 Qualification (essential).
  • Relevant Diploma or Degree, with a Financial qualification being advantageous.
  • Minimum 2 years’ experience as a Financial Advisor, with exposure to long-term insurance and investment products.
  • Proven track record of consistently achieving sales targets and Key Performance Indicators (KPIs).
  • Excellent communication, interpersonal and relationship-building skills.
  • Professional telephone etiquette with a strong client-centric approach.
  • Valid driver’s licence and reliable transport for business travel.
  • Proficiency in Microsoft Excel, Word, Google Workspace (G Suite) and 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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