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Advancing Financial Adviser; Commission Based

Job in Cape Town, 7561, South Africa
Listing for: Pathfinders Consulting Pty Ltd
Commission-based only position
Listed on 2026-09-30
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
Position: Advancing Financial Adviser (Commission Based)

Our Client, a leading financial services provider, is looking for an Advancing Financial Adviser to join their national adviser network. This is a commission based, remote friendly opportunity for a driven, customer focused individual who wants to build a long term career in financial planning and advice.

About the Role

As an Advancing Financial Adviser, you will provide financial planning and advice to clients, build lasting relationships, and grow a client base across South Africa. Our Client offers ongoing support, product accreditation, and a clear growth path toward becoming a fully Experienced Financial Adviser.

Key Responsibilities
  • Provide financial planning advice aligned to FAIS and FSCA fit and proper requirements

Our Client, a leading financial services provider, is looking for an Advancing Financial Adviser to join their national adviser network. This is a commission based, remote friendly opportunity for a driven, customer focused individual who wants to build a long term career in financial planning and advice.

About the Role

As an Advancing Financial Adviser, you will provide financial planning and advice to clients, build lasting relationships, and grow a client base across South Africa. Our Client offers ongoing support, product accreditation, and a clear growth path toward becoming a fully Experienced Financial Adviser.

Key Responsibilities
  • Provide financial planning advice aligned to FAIS and FSCA fit and proper requirements
  • Build and maintain long term client relationships through regular engagement
  • Meet and exceed sales targets and customer service expectations
  • Complete required product accreditations, including Long Term Insurance Class of Business (COB)
  • Maintain personal character, honesty and integrity in line with Fit and Proper standards
Requirements
  • Do you have a minimum of 12 months financial planning experience?
  • Have you completed the Long Term Insurance Class of Business (COB)?
  • Do you hold a recognised diploma or degree (advantageous)?
  • Have you passed the regulatory examination for representatives, RE5 (advantageous)?
  • Are you able to meet FSCA Fit and Proper personal character requirements, including honesty and integrity?
  • Are you self motivated, target driven, and passionate about client service?
Benefits

What Our Client Offers

  • Commission based earning structure with uncapped potential
  • National footprint with flexibility to build a client base across South Africa
  • A long term career path in financial advice and planning
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