Financial Advisor Jobs in Roodepoort

Unique Personnel is recruiting a Financial Advisor for a permanent role in Roodepoort, Gauteng. This is an opportunity for a qualified adviser who enjoys helping clients reach their financial goals, building lasting relationships, and growing a client base through trusted advice. The salary is negotiable, and applications close on November 27, 2026.

About the company and the work

The role sits in the financial services industry and is advertised by Unique Personnel, a recruitment agency placing professionals with employers across South Africa. As a Financial Advisor, you will work directly with clients, helping them understand their financial position, plan for the future, and make informed choices about investments and other financial products. The work combines analysis, advice, relationship management and business development, and it is carried out to high ethical and compliance standards.

Role details and duties

The Financial Advisor will be expected to:

• Conduct comprehensive financial assessments to understand each client’s situation, goals and risk tolerance.
• Develop customized financial plans covering budgeting, retirement planning and investment management.
• Provide ongoing advice and support, adjusting strategies as clients’ circumstances and markets change.
• Stay updated on industry trends, market conditions and new financial products so advice stays relevant.
• Educate clients about financial products and strategies, explaining the associated risks and benefits in plain language.
• Build and maintain strong client relationships based on trust and exemplary service.
• Identify potential clients and generate leads through networking, referrals and marketing initiatives.
• Prepare and present financial reports and performance reviews so clients understand how their plans are tracking.
• Collaborate with other professionals, such as tax advisors and estate planners, to give clients joined-up advice.
• Ensure compliance with industry regulations, best practice and ethical standards in every client interaction.
• Monitor client investment portfolios, giving regular updates and recommendations based on market conditions.

Requirements

Applicants should meet the following requirements, as stated in the original advert:

• A bachelor’s degree in finance, business administration, economics or a related field.
• Relevant certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are highly desirable.
• A solid understanding of financial markets, investment strategies, risk management and personal finance.
• Familiarity with the laws and regulations governing financial services.
• Strong analytical skills, with the ability to interpret financial data and market trends and to develop tailored investment strategies.
• Excellent communication and interpersonal skills, including explaining complex financial concepts in understandable terms.
• Experience in developing and implementing client acquisition strategies, and the ability to present to prospective clients.
• Proficiency in financial planning software and tools, and strong organisational skills for managing multiple clients and portfolios.
• A high level of professionalism and integrity, with a commitment to ethical standards and fiduciary responsibility towards clients.
• A willingness to pursue ongoing professional development and to stay current with industry trends and tax law changes.
• The ability to work independently and as part of a team, and to collaborate with other financial professionals.

Where to find and apply safely

Apply only through the original Careers24 listing, using the Apply button on this page, which links directly to the advert. Never pay anyone to apply for a job, and be cautious of anyone who asks for payment or personal documents before an interview has taken place.

Practical tips

Before you apply, make sure your CV highlights your degree, any CFP or CFA progress or completion, and the range of clients and portfolios you have advised. Give examples of financial plans you have built, how you have grown a client base, and how you keep up with market and regulatory change. Advisers who can show both strong technical knowledge and a record of trusted client relationships stand out in this kind of role.

How the process works

Applications are submitted through the Careers24 listing for this vacancy. Shortlisted candidates are normally contacted by the recruiter for the next steps, which may include an interview and checks of qualifications and experience. Only shortlisted candidates are usually contacted.

Important information

This post is for information only. It is not a job offer, and it does not guarantee employment. All details, including the closing date of November 27, 2026, the negotiable salary, the permanent nature of the role and the stated requirements, come from the original advert and should be confirmed there before you apply. Note that this is a different vacancy from the Junior Financial Advisor role in Roodepoort advertised by the same agency.

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