Financial Advisor

Recruiter:

The Recruitment Council

Job Ref:

Financial Advisor

Date posted:

Friday, October 31, 2025

Location:

Pretoria, South Africa

Salary:

Market Related

SUMMARY:
Financial Advisor

POSITION INFO:

A top-tier financial planning practice known for its values of Caring, Creative, Accurate, and Qualified is seeking a highly competent Junior Financial Advisor to join our team. This role is the critical bridge between technical expertise and full advisory responsibility, offering you a clear path and dedicated mentorship toward becoming a Senior Financial Planner.

Responsibilities:

1. Client Portfolio Ownership

Manage & Grow: Manage and grow a dedicated portfolio of clients, serving as their primary point of contact.
Advisory Leadership: Lead client meetings (with guidance where required) and present tailored financial planning solutions.
Relationship Building: Build long-term client relationships through proactive communication and responsive service.

2. Holistic Financial Planning & Delivery

Comprehensive Advice: Prepare and deliver holistic financial plans, advice agreements, and supporting analyses across investments, risk, retirement, and estate planning.
Technical Excellence: Conduct detailed portfolio reviews, asset allocation analyses, and scenario modeling, utilizing advanced software (e.g., Xplan, Xtools, Asset Map).
Compliance: Ensure complete compliance with all regulatory requirements, including FAIS, FIC, POPIA, and TCF, in every aspect of advice delivery.

Qualifications and Experience:

Certified Financial Planner® (CFP®) designation.
Postgraduate Diploma in Financial Planning (NQF 8).
Essential Regulatory Examinations (RE5) completed.

Experience:

Minimum 2 years’ client-facing experience in financial services.
Demonstrable previous paraplanning experience in a financial planning environment.

Growth Mindset:

A commitment to continuous professional development (CPD) and progression toward senior planner responsibilities.

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