TRAFFIC
Gauteng
Financial Planner
Trades Workforce Solutions
Job Description
Job Title 
Financial Advisor.
QualificationMatric / Relevant NQF5 qualification / RE5
Minimum Requirements- 5-10 years Financial Advisor experience within short-term insurance and broader financial planning.
- Proven track record servicing high-net-worth clients.
- Financial planning for commercial and personal short-term insurance as well as Medical Aids.
- Providing financial advice across Investments and Short-Term products.
- Strong document management capability.
- Proven sales optimization and target achievement.
- Experience in Investment Solutions.
- Client onboarding, servicing, and relationship development.
- Ability to engage, manage, and retain high-value clients.
About This Role
Career insights for Personal Financial Advisors positions
Salary Benchmark
R38,810/month
R27,104 to
R54,338/month
Source: WageIndicator ZAR data
Job Outlook
This career will grow rapidly in the next few years.
Key Skills for This Role
Active Listening
Reading Comprehension
Speaking
Writing
Critical Thinking
Common Technologies
Act! CRM
Microsoft Dynamics 365
Salesforce CRM
Financial planning presentation software
Microsoft PowerPoint 365
MoneyTree Silver Financial Planner (presentation feature)
Envestnet MoneyGuide
Ibbotson Portfolio Strategist
Personal Financial Advisors Insights
Median Salary (ZAR)
R38,810/month
Job Outlook
This career will grow rapidly in the next few years.