Financial Adviser

Financial Adviser

The Recruitment Agency South Africa (Trasa)

Financial Adviser

Details of the offer

Financial Advisor Investment Centurion Commission Structure: 80/20 split in favour of the Employee

Bonus Scheme when targets are met.

Incentives every 3 months when targets are met

FAIS compliance: 60 credits NQF 5


A financial adviser provides specialist advice to clients on managing their money in the most profitable and secure way. Clients can be commercial enterprises, institutional groups/societies or private individuals.

Financial advisers may provide investment advice across a variety of financial products and services or choose to specialise in a few selected products and services. A financial adviser is essentially an intermediary or agent between providers of financial products and services on the one hand and customers on the other.

Typical activities include:
• Meeting clients to understand their needs and demands
• Preparing financial plans with a mix of short and long term investments
• Implementing approved plans
• Providing periodic updates on the performance of investment portfolios.


Graduates with degrees in any discipline are eligible to apply for financial adviser positions. Other desirable qualities are high levels of commercial awareness, strong verbal and written communication, people management, influencing and negotiating skills, and numerical and verbal reasoning aptitude.

Source: Gigajob


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