This job is no longer available
This job expired on 03/10/2026. It no longer accepts applications.
Financial Advisor – Johannesburg
Careerline Recruitment · Johannesburg
Job description
About the role
Launch your career in financial advisory with Oasis Group Holdings, a leading ethical investment group in South Africa. Based in Johannesburg, you will join a mentorship‑driven team focused on wealth management and long‑term client relationships.
Key responsibilities
- Conduct comprehensive client needs analyses and help develop tailored financial plans.
- Provide informed recommendations on investments and wealth‑management solutions.
- Build and maintain trusted, long‑term client relationships.
- Support senior advisors with portfolio management, client reviews and administrative processes.
- Assist with client onboarding, documentation, compliance and record‑keeping.
- Participate in structured product training and professional development sessions.
Required profile
- Bachelor’s degree in finance, economics, accounting, business or a related field.
- 2‑3 years experience in financial administration, client services, wealth‑management support or a similar finance environment.
- Excellent interpersonal and communication skills, strong attention to detail and high professionalism.
- Valid South African ID or work permit and a driver’s licence.
Required skills
- Knowledge of South African financial products and regulatory frameworks (FAIS, RPL).
What we offer
- Structured training programme leading to qualified Financial Advisor status.
- Mentorship from seasoned professionals.
- Performance‑based earning potential.
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Careerline Recruitment
Johannesburg
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