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Financial advisor - all levels

South Cape Recruitment
Location 📍 remote, South-Africa
Posted 📅 June 18, 2026
Work Type ⏰ Full-time

Position Overview

Experience Requirements by Level Junior Financial Advisor

Experience: 0–2 years

Key Focus: Learn financial planning processes and client engagement. Support senior advisors with client servicing and administration. Build foundational advisory and business development skills.

Requirements: Relevant financial qualification. RE5 completed or working towards completion (where applicable). Strong communication and interpersonal skills. Desire to build a career in wealth management. Financial Advisor

Experience: 2–5 years

Key Focus: Manage own portfolio of clients. Deliver comprehensive financial planning advice. Achieve individual sales and business development targets.

Requirements: Proven advisory experience. Relevant industry qualifications. Strong relationship-building skills. Demonstrated ability to acquire and retain clients. Senior Financial Advisor

Experience: 5–10+ years

Key Focus: Manage high-net-worth and complex client relationships. Lea...

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Job Details

Employment Type
Full-time
📊
Category
Other-General
🏠
Work Arrangement
On-site
📍
Location
remote, South-Africa