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Senior Financial Advisor

nan

Other, Gauteng

Salary not listedFull-time · Posted Yesterday

Finance and accounting roles cover bookkeeping, accounts, payroll and qualified accountants, a stable career path in every SA city.

This listing does not state a salary. As a guide, finance roles in South Africa typically pay R12 000 to R40 000 a month (indicative).

Job description

Senior Financial Advisor – Sentinel Risk & Wealth Location: Gauteng, South Africa Job Type: Full-Time Experience Level: Senior About Sentinel Risk & Wealth Sentinel Risk & Wealth is a growing independent financial services business focused on helping individuals, families and business owners protect and build their wealth through comprehensive financial planning, risk management, investment solutions and business assurance strategies. We are seeking experienced Financial Advisors who are looking for greater earning potential, professional support, quality lead generation opportunities and long-term career growth. --- Position Overview As a Senior Financial Advisor, you will be responsible for developing and managing a portfolio of clients, providing holistic financial planning solutions and delivering exceptional client outcomes across risk, investment and business assurance planning. This role is ideal for established advisors with a proven track record who are looking to take their practice to the next level within a professional and growth-focused environment. --- Key Responsibilities Build and maintain long-term client relationships. Conduct comprehensive financial needs analyses. Develop and implement tailored financial planning strategies. Provide advice on: Life Insurance Disability Cover Severe Illness Cover Income Protection Investment Planning Retirement Planning Estate Planning Business Assurance Solutions Identify new business opportunities through networking and referrals. Maintain compliance with FAIS, FSCA and industry regulations. Manage ongoing client reviews and portfolio servicing. Achieve agreed production and performance targets. Maintain accurate client records and documentation. --- Minimum Requirements Essential RE5 Qualification NQF Level 5 Qualification (or higher) Minimum 2 years' experience as a Financial Advisor Valid driver's licence and own reliable vehicle Strong understanding of financial planning principles Excellent communication and relationship-building skills Professional appearance and conduct Advantageous Existing client base CFP® designation Wealth Management qualification Experience in business assurance and investment planning --- What We Offer Competitive commission structure High earning potential Professional administrative support Marketing and branding support Ongoing training and development Career progression opportunities Access to a wide range of financial solutions Professional business development environment Flexible and entrepreneurial culture --- Ideal Candidate The successful candidate will be: Self-motivated and target-driven Entrepreneurial in mindset Passionate about helping clients achieve financial success Professional and ethical Relationship-focused Committed to continuous personal and professional development --- Remuneration Commission-Based with Performance Incentives Highly competitive earnings structure designed to reward experienced advisors who are committed to building a successful long-term practice. --- Apply If you are an experienced Financial Advisor looking for a professional environment that values growth, independence and long-term success, we would like to hear from you. Submit your application together with your updated CV and supporting qualifications for confidential consideration. Industry: Financial Services Experience: 2+ Years Financial Advisory Experience Licence/Certification: RE5 (Required) Work Location: Gauteng, South Africa

Job Type: Permanent

Pay: R30 000,00 - R150 000,00 per month

Work Location: Hybrid remote in Gauteng, Gauteng (City of Johannesburg)

Good to know

What does this finance job pay?

This listing does not state a salary. As a guide, finance roles in South Africa typically pay R12 000 to R40 000 a month (indicative).

Do I need experience for finance jobs in Other?

This finance role may ask for some experience or a relevant qualification. Read the listing for the specifics before you apply.

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Found on Indeed · Posted Yesterday

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