Financial Adviser Jobs & Vacancies

Our Clients in the banking sector is looking for experienced Financial Advisers to join our Dynamic Team in our Company. Hard-working and an enthusiastic team player with discipline, honesty, and integrity is a necessity. Please refer to the minimum requirements, duties, and responsibilities below for further information.


  • Own Vehicle
  • Cell Phone and Laptop
  • Matric /Gr 12
  • Com, LLB or Financial Industry related qualifications (preferable)
  • RE 5 qualification (preferable)
  • 1 years’ experience in finance or investment industry is essential
  • Networking skills are a must.
  • Professional appearance.
  • No Criminal record and clean ITC listing


  • Accurately directing the various instructions received from internal and external parties on the internal
  • workflow system according to specific work types
  • Investigating causes of undelivered mail (post or email) and rectifying the address on record where necessary
  • Indexing and scanning of documentation on the company’s internal system
  • Ad-hoc client service project involvement
  • Recon of all incoming emails and faxes


  • Knowledge of processing in the investment or linked product industry
  • Customer Service Orientation (Clients/Brokers/Advisors/Internal staff)
  • Relationship Building Skills
  • Attention to Detail/Accuracy
  • Numerical Skills
  • Communication Skills (English and Afrikaans)
  • Ability to work under pressure/flexibility (overtime)
  • Problem-solving
  • Typing proficiency
  • Computer Skills (MS Office)


Succour Wealth Pty

Salary Range

R45 999 a month

Apply Online

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