Andcore
Description
Relevant qualification in Finance, Financial Planning, Business, or a related field
RE5 qualification (should be completed already)
A RE1 qualification will be beneficial
Relevant FAIS-recognised qualifications
Minimum of 3 years' experience as a Financial Advisor or in a similar advisory role
Strong knowledge of financial products, investments, insurance, and retirement planning
Requirements:
Town:
Potchefstroom
Position:
Financial Advisor
Starting Date:
August 2, 2026
Date Created:
July 13, 2026
Proven ability to build and manage client relationships
Excellent communication, presentation, and negotiation skills
Valid driver's licence and own reliable transport
Computer literate with proficiency in Microsoft Office
Ability to work independently and manage multiple responsibilities
Strong communication and leadership skills
Duties Include:
Key Responsibilities:
Provide professional financial planning and advisory services to clients
Assess clients' financial needs and develop customised financial solutions
Advise clients on investments, insurance, retirement planning, and wealth creation strategies
Build and maintain strong, long-term client relationships
Identify new business opportunities and grow the client portfolio
Conduct regular client reviews and update financial plans where necessary
Ensure compliance with industry regulations and company policies
Maintain accurate client records and documentation
Work collaboratively with internal teams to deliver exceptional client service
Additional Info:
What we offer:
Competitive remuneration structure based on experience and performance
Applications: careers@andcore.co.za | Applications close: 1 August '26