- Johannesburg
- Salary: (Negotiable)
- Job Type: Permanent
- Sectors: Insurance
- Reference: 79359
Vacancy Details
Employer: Unique Personnel
Are you passionate about empowering people to achieve their personal and financial goals? Do you thrive in an environment where your work creates real, lasting impact? This opportunity offers a dynamic and rewarding career path within the Financial Services industry, supported by comprehensive training, mentorship, and a team that feels like family.
As a Financial Advisor, you will guide individuals and families through the process of building financial security and long‑term wealth. You will provide expert advice, develop personalised financial plans, and support clients in making informed decisions that shape their future.
Key Responsibilities
Build and maintain strong, trust‑based client relationships
Conduct detailed financial needs analyses
Develop customised financial plans tailored to client goals
Provide guidance on investments, insurance, retirement planning, and wealth protection
Educate clients on financial strategies and long‑term planning
Continuously enhance your knowledge through structured training and professional development
As a Financial Advisor, you will guide individuals and families through the process of building financial security and long‑term wealth. You will provide expert advice, develop personalised financial plans, and support clients in making informed decisions that shape their future.
Key Responsibilities
Build and maintain strong, trust‑based client relationships
Conduct detailed financial needs analyses
Develop customised financial plans tailored to client goals
Provide guidance on investments, insurance, retirement planning, and wealth protection
Educate clients on financial strategies and long‑term planning
Continuously enhance your knowledge through structured training and professional development
Candidate Requirements
Minimum RequirementsMatric / Grade 12 (essential)
RE5
Clear criminal and credit record
Valid South African ID
Own reliable transport and a valid driver’s licence
Strong communication and interpersonal skills
Passion for personal development and helping others achieve financial wellbeing
Comfort with networking, relationship‑building, and engaging with new clients
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