Financial Advisor

We are seeking an experienced and self-driven Financial Advisor – with Investment experience, and proven experience in Islamic Finance and Shari’ah-compliant investment solutions. This role is ideal for an advisor who understands both mainstream investment products and the specialised requirements of clients seeking ethical, faith-aligned wealth management.

 

The role is both sales- and relationship-driven, requiring strong product knowledge, exceptional client engagement abilities, strict adherence to regulatory compliance and Islamic Finance principles.

 

Required Skills & Competencies

• Strong knowledge of investment products, financial planning principles, and Islamic Finance investment structures.
• Excellent interpersonal and communication skills (verbal and written).
• Sales-oriented with the ability to close deals and build trust.
• Proficient in needs analysis, portfolio construction, and compliance processes.
• High integrity, professionalism, and confidentiality.
• Independent, goal-driven, and self-motivated.

Minimum Qualifications & Requirements

• Matric (Grade 12) – Required.
• RE5 Certificate – Advantageous; must be obtained within 2 years of DOFA.
• Class of Business: Investments – Completed or in progress.
• NQF Level 5/6 in Wealth Management or related field –
• FSCA Registration as a Representative under an FSP – Required.
• 2 – 5 years’ experience as a Financial Advisor or in investment sales, with demonstrable Islamic Finance experience (non-negotiable).
• Valid driver’s licence and reliable vehicle.

KPIs & Performance Metrics

• Achievement of monthly and quarterly investment sales targets.
• Growth and retention of clients, particularly within the Islamic Finance market.
• Positive Compliance audit results.
• Quality and accuracy of advice documentation.
• Lead conversion and client engagement metrics.
• Timely submissions of advice, compliance, and reporting documents.

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