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Financial Advisor
Pretoria, Menlyn Maine | On-site | Full-time | Commission-based
Ndzinga Capital is seeking an experienced, target-driven Financial Advisor to join our Pretoria office. The successful candidate will source, retain and grow a client base by providing professional financial services and implementing solutions aligned with each client's needs.
About the role
This is a full-time, commission-based financial advisory role with responsibility for own lead generation. The role covers holistic financial planning, short-term insurance advice, risk insurance sales, savings and investments, wills, tax and estate planning. The ideal candidate is familiar with serving degreed professionals and building long-term client relationships.
Key responsibilities
• Provide suitable financial advice aligned with clients' needs and requirements.
• Meet clients to understand their financial objectives.
• Prepare and present proposals using financial-planning tools.
• Explain complex financial-advisory information clearly.
• Build, manage and retain new and existing client relationships.
• Grow a sustainable client book within the first 24 months and consistently thereafter.
• Prospect for new clients and build a professional network.
• Adhere to compliance, operational procedures and practice-management standards.
• Stay current with product information, performance and industry changes.
Minimum requirements
• Matric / Grade 12.
• Relevant commercial, legal or industry-specific NQF Level 6 tertiary qualification preferred.
• NQF Level 7 or higher is highly advantageous.
• RE5 completed.
• Successful completion of the supervisory process.
• FAIS fit-and-proper status.
• At least two years' financial-services sales experience across risk and investment products.
• Experience prospecting for clients and working in a high-performance sales environment.
• Knowledge of financial-planning and financial-advisory best practice.
• Proficiency in Microsoft Office and experience using financial-planning software.
Advantageous
• Postgraduate Diploma in Financial Planning.
• CFP designation.
• Experience serving the professional-client market.
Skills and attributes
• Strong sales, networking and relationship-management ability.
• Self-motivated, target-driven and able to work independently.
• Strong communication and presentation skills.
• Analytical and numerical ability.
• High attention to detail and an impeccable work ethic.
• Resilience, tenacity and emotional intelligence.
• Effective planning and time management.
How to apply
Email your CV to info@ndzingacapital.co.za with “Financial Advisor” in the subject line.
Applications close on 1 October 2026 at 12:00.
Applicants must be legally eligible to work in South Africa.
