Job Title
Financial Advisor
Employment Type
Full Time
Experience
2 to 10 years
Salary
Negotiable
Job Published
16 April 2026
Job Reference No.
2888781076

Job Description

We are recruiting experienced Financial Advisors to join a leading franchise distribution model offering entrepreneurial independence, strong earning potential, and full operational support.

This role focuses on delivering holistic financial advice, building long-term client relationships, and structuring tailored financial solutions aligned to client life goals.

Key Responsibilities:

  • Conduct financial needs analyses and develop tailored financial plans
  • Build and maintain a strong client base through networking and referrals
  • Provide ongoing client relationship management
  • Recommend and implement life insurance and investment solutions

 Minimum Requirements:

  • Matric (NQF 5)
  • Minimum 2 years’ experience in life insurance sales
  • RE5 (essential)
  • FAIS Fit & Proper compliant
  • FSB-recognised qualification
  • Class of Business (COB) completed
  • Own vehicle & valid driver’s license

What’s on Offer:

  • Access to advanced financial planning tools (XPLAN)
  • Operate under FSP licence (no KI requirement)
  • Training, admin, and compliance support
  • Flexible, entrepreneurial environment
  • Opportunity to retain and grow your own client book

Opportunities available across South Africa

Skills

Industries

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