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Financial Advisor

Help clients plan investments, retirement, and financial goals with suitable products and advice.

payments Avg: R45,000

description Overview

Financial Advisors conduct needs analyses, recommend portfolios or products, and review client progress. Income often includes commission and performance components.

**A Day in the Life:**
Client meetings, portfolio reviews, product research, and compliance documentation.

schedule A Day in the Life

08:30

Review client pipeline and market updates

10:00

Client consultations and needs analysis

13:00

Portfolio recommendations and documentation

15:30

Follow-ups, servicing, and compliance checks

trending_up Career Path

Step 1

Advisor Associate

0-2

Step 2

Financial Advisor

2-6

Step 3

Senior Advisor / Wealth Manager

6-10

Step 4

Practice Principal / Partner

10+

Vital Statistics

Salary Range

R 18,000 - R 120,000

Soft Skills

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Technical Skills

table_chart Advanced Excel (Power Query/Pivots) policy AML / KYC gavel IFRS Fundamentals payments Payroll Systems request_quote Sage/Pastel Accounting public SARS eFiling Basics receipt_long VAT Basics