Financial Advisor-Government jobs in Tshwane (Pretoria) | Sydsen Recruit jobs 2022

Sydsen Recruit

Reference: JHB002899-TT-1

Financial Advisor – Pretoria – Gauteng

Duties & Responsibilities

Our cliënt in Pretoria is looking to employ a Financial Advisor.


  • Matric Certificate 
  • NQF 5 qualification 
  • RE 5 qualification compulsory 
  • a minimum of 5 years prior sales experience in the financial industry a MUST 
  • Valid Driver’s lisence.
  • Computer literate 
  • Experience in Medical Aid, Life, Investments, Short term Insurance, Estate planning and Bank products.
  • Must be able to function in a group setting
  • Must have excellent people skills and planning capabilities
  • Must be able to use own initiative


  • Understand clients’ financial needs
  • Determine clients’ expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk tolerance
  • Answer clients’ questions and address concerns
  • Give advices to clients about insurance coverage, investment planning, cash management or any other areas in order to help them reach their financial goals
  • Regularly review clients’ bank and other accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals.
  • Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
  • Manage and regularly update clients’ portfolios.
  • Continuous communication with clients’ to stay up to date with their financial status
  • Building and maintaining your client base.

Apply now!

Please note that only experienced candidates will be considered and contacted.


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Package & Remuneration

R 15 000 – R 20 000 – Monthly


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