Financial Advisor – Discovery Careers | Sandton, Gauteng
Company: Discovery Limited
Location: Sandton, Gauteng
Date Posted: 15 May 2025
Business Unit: Sales & Distribution
Function: Financial Advisors (Certified Financial Planner)
Contract Type: Permanent
Application Deadline: 31 May 2025
About Discovery
Discovery is one of South Africa’s most recognized financial services groups, offering innovative solutions in health, life insurance, investments, and wellness. Guided by our core purpose — to make people healthier and to enhance and protect their lives — we empower both our clients and our people to thrive in an ever-evolving world. We operate in a dynamic, high-performance environment that values innovation, integrity, and a commitment to meaningful impact in society. If you’re driven, purpose-aligned, and motivated by excellence, Discovery could be the perfect career home for you.
Role Overview
We are currently seeking an experienced and client-focused Financial Advisor to join our Sales & Distribution unit in Sandton. This role is best suited for individuals who are passionate about financial planning, possess a deep understanding of risk and wealth management, and enjoy building long-term client relationships. The successful candidate will provide personalized financial advice to Discovery Life, Invest, and Insure clients by conducting detailed financial needs analyses and policy reviews, identifying opportunities for improvement or enhancement in their portfolios.
Unlike commission-driven sales roles, this position focuses on long-term client servicing and offers a stable, structured income model that rewards professional financial guidance and client retention.
Key Responsibilities
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Conduct in-depth reviews of clients’ short- and long-term financial goals, including wealth creation, retirement planning, and risk protection
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Perform financial needs analyses and prepare tailored proposals for individuals or families
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Advise clients on Discovery’s comprehensive product suite, including Life Insurance, Investments, and Health-related solutions
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Keep clients informed about new product developments, regulatory changes, and policy updates
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Assist clients in making informed financial decisions aligned with their goals and risk appetite
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Review policies regularly and recommend adjustments based on changing personal or financial circumstances
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Design integrated financial strategies that support client well-being and future readiness
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Maintain professional communication, uphold ethical standards, and support Discovery’s mission at all times
Personal Attributes and Competencies
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High level of customer-centricity and empathy
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Excellent interpersonal and networking skills
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Strong organizational and planning ability
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Proactive problem-solver with keen attention to detail
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Professional demeanor with the ability to simplify complex financial concepts
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Service-oriented mindset and commitment to continuous learning
Qualifications and Experience
Minimum Requirements:
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Wealth Management qualification with at least 120 credits
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Valid RE5 Certification (Representative Regulatory Exam)
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At least 2 years of working experience as a Financial Advisor
Preferred:
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Understanding of comprehensive financial planning
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Familiarity with investment products, risk insurance, and short-term/long-term coverage
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Previous experience working within Discovery Life, Invest, or Insure will be an advantage
What Discovery Offers
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Competitive base salary with performance-based incentives
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Continuous professional development and certification opportunities
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Access to Discovery’s Vitality Wellness and Rewards Program
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Exposure to an award-winning workplace culture focused on personal growth and purpose
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Comprehensive support infrastructure and client referral channels
Employment Equity Commitment
Discovery is committed to achieving transformation and embracing diversity. As a proud equal opportunity employer, we actively encourage applications from individuals living with disabilities and candidates from all backgrounds in line with our Employment Equity Plan and recruitment policies.
How to Apply
To apply for this opportunity, submit your detailed CV and copies of relevant qualifications via Discovery’s careers platform. Make sure to reference “Financial Advisor – Sandton” in your application. Shortlisted candidates will be contacted directly for the next steps in the recruitment process.
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