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Financial Advisor – Johannesburg

Careerline Recruitment · Johannesburg

Mid 🇬🇧 English

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.

Questions fréquentes

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Published 2 months ago

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Careerline Recruitment

Johannesburg