Durban Tel: 031 566 4257

Johannesburg Tel: 011 440 7117

Cape Town Tel: 021 794 7475

International Tel: 0027 87630 0325

Financial Broker/Advisor – Reference SSFBA

Job Summary:
We are seeking a highly skilled, self-motivated, and dynamic individual who is passionate and has entrepreneurial spirit to join our growing team. The ideal candidate should have a deep understanding of financial planning and investments. The successful candidate will also possess excellent communication and interpersonal skills to build and maintain strong client relationships.


  1. Responsible for the procurement of new business.
  2. Provide customized financial planning and investment advice to existing and new clients based on their individual goals, risk tolerance, and financial situation.
  3. Develop and maintain a comprehensive understanding of financial products, investment strategies, tax laws, and regulatory requirements.
  4. Analyze financial data, review clients’ investment portfolios, and make recommendations to optimize their financial objectives.
  5. Assist clients in completing applications, medical examinations, and all other documentation required for insurance underwriting.
  6. Continuously monitor and review client portfolios to ensure policies remain relevant, efficient, and aligned with their evolving needs.


  1. Bachelor’s degree in finance, accounting, economics, or related field.
  2. A professional certification such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) is highly desirable.
  3. Proven track record as a Financial Advisor, with a minimum of 3 – 5 years of relevant experience in financial planning and investment management.
  4. FAIS Compliance
  5. RE5
  6. Valid driver’s license and own vehicle (Non-negotiable)
  7. Clear criminal and credit check
  8. Minimum of 3 – 5 years working experience (preferably in sales)
  9. Excellent Communication Skills


 A Consultant will be in touch if you are shortlisted for the position. Please consider your application unsuccessful should you not have been contacted within 2 weeks. We will keep your CV on our database and contact you should you match the criteria of any other vacancies.

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