Financial Advisor - Hybrid

Recruiter:

Scholtz Partners International

Job Ref:

DG - Financial Advis..

Date posted:

Wednesday, June 3, 2026

Location:

Johannesburg, South Africa

Salary:

Commission Only (Training allowance provided)

SUMMARY:
Financial Advisor - Hybrid

POSITION INFO:

We are seeking a dynamic and client-focused Financial Advisor to join our team. This role offers flexibility with a hybrid working model, allowing you to work from home while meeting clients.

Key Requirements:

Minimum 2 years’ financial planning experience at a registered financial service provider
Existing date of first appointment as a representative with the FSCA
Bachelor’s degree or diploma in finance, economics, risk management, business, insurance, or related field
Industry-approved qualification
Strong analytical, problem-solving, and interpersonal skills
Proficiency in Microsoft Office (Excel, Word, PowerPoint)
RE5 Cerificate required

Responsibilities:

Provide clients with sound financial advice and tailored financial plans
Guide clients through investment options, retirement planning, and risk assessments
Conduct market research and stay updated on financial trends and legislation
Review client portfolios to optimize asset growth and fund allocation
Ensure client satisfaction through regular reviews and relationship management

Compensation: Commission-based (with product splits based on experience and production)

Training: 3-month training program with allowance of R50,000 (paid over 3 months at R16,666 less tax)

Location: Hybrid – Johannesburg South (flexibility to work from home)

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Financial Advisor - Hybrid

We are seeking a dynamic and client-focused Financial Advisor to join our team. This role offers flexibility with a hybrid working model, allowing you to work from home while meeting clients.

Key Requirements:

Responsibilities:

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