Why this grade
This listing scored 79/100, which is a B. It lost the most ground on remote clarity.
- Pay transparency 25 / 25 A published salary range, worth more than any other single factor because it is what a candidate cannot find out without applying.
- Description depth 20 / 20 How much the posting actually says about the work, measured in characters of real text.
- Freshness 15 / 15 How recently it was posted. Older postings are likelier to be filled or abandoned.
- Remote clarity 8 / 15 Whether "remote" means anywhere, or is quietly restricted to one country.
- Role specificity 6 / 10 Whether the listing is tagged well enough to tell what the role actually is.
- Corroboration 5 / 10 Whether more than one source carries this listing.
Every figure above is arithmetic over the posting itself — its salary field, its text, its age, its tags and how many sources carry it. How the grades work →
Finance Mid level Full Time
Financial Advisor
Nationwide Opportunity | South Africa | Fully Remote with Office Access Available
About the Opportunity
An established financial services franchise is seeking ambitious, entrepreneurial Financial Advisors across South Africa to join a growing advisory practice.
This opportunity is ideal for self-motivated professionals who are passionate about helping clients achieve their financial goals while building their own successful advisory business with the support of an established financial services organisation.
Successful candidates will have access to extensive training, specialist support, back-office assistance, and a comprehensive suite of financial solutions including investments, risk products, short-term insurance, and home loan solutions.
Key Responsibilities
- Build and maintain long-term client relationships.
- Conduct financial needs analyses and provide suitable financial solutions.
- Advise clients on:
- Investments
- Life and Risk Insurance
- Group Risk Solutions
- Short-Term Insurance
- Home Loan Solutions
- Develop and manage a sustainable client portfolio.
- Generate new business through networking, referrals, and prospecting activities.
- Ensure compliance with FAIS and regulatory requirements.
- Maintain accurate client records and documentation.
- Participate in ongoing training and professional development initiatives.
Support & Resources
Successful advisors will receive access to:
- Dedicated back-office support.
- Underwriting assistance.
- Medical booking coordination during underwriting processes.
- Investment Specialists.
- Risk Specialists.
- Business Enablement Specialists.
- Product and systems training.
- Ongoing coaching and mentorship.
- Refresher training programmes.
- Office facilities available when required.
- Flexible remote working environment.
Training & Development
A structured onboarding programme includes:
- Product Training
- Risk Training
- Investment Training
- Systems Training
- Ongoing Professional Development
- Specialist Coaching & Support
All accreditation and onboarding requirements must be completed before advisors receive their mandate to begin advising clients.
Minimum Requirements
Qualifications & Regulatory Requirements
- Matric (Grade 12)
- RE5 Qualification
- COB (Class of Business) 3 & 7
- CPD requirements up to date
- Clean ITC Record
- Clear Criminal Record
Essential Skills & Attributes
- Strong networking and relationship-building skills.
- Entrepreneurial mindset.
- Self-disciplined and self-managed.
- Strong communication and presentation skills.
- Business development and sales ability.
- Professional and client-focused approach.
- Ability to work independently and remotely.
Working Environment
- Fully remote position.
- Candidates may be based anywhere in South Africa.
- Office facilities available if required.
- Own laptop required.
- Dedicated home office setup required.
- Self-managed work environment.
Remuneration & Benefits
Starter Allowance
To support advisors during onboarding and training:
- Guaranteed Starter Allowance of R25,000 per month for the first 2 months.
- Paid while completing onboarding, accreditation and training requirements.
- Allows advisors to focus on building their practice and completing training without immediate production pressure.
Rewards & Recognition
High-performing advisors may qualify for:
- Quarterly recognition programmes.
- Local and regional incentive events.
- Golf days and networking events.
- Domestic incentive trips.
- International incentive trips.
- Additional ad hoc performance rewards.
Career Growth
This opportunity provides the ability to:
- Build your own advisory practice.
- Develop long-term recurring income streams.
- Grow assets under management.
- Access specialist support teams.
- Participate in a growing national financial services business
Ideal Candidate
We are looking for individuals who:
- Want to build a successful long-term career in financial services.
- Are motivated
- Enjoy building relationships and networking.
- Are coachable and willing to learn.
- Thrive in an entrepreneurial environment.
- Can work independently and take ownership of their success.
Originally posted on Himalayas
Apply for this role Opens himalayas.app — the link as listed; we have not yet verified it is the employer's own page
Where this listing came from
- 21 Sep 2026 Himalayas first sighting
Seen on 1 board over 0 days.