Financial and investment advisers

Financial and investment advisers develop financial plans for individuals and organizations, and invest and manage funds on their behalf.

Skill level: Highly skilled

Check your pay

  • The majority of Financial and investment advisers earn a salary between R10 804 and R48 552 per month in 2024.
  • A monthly wage for entry-level Financial and investment advisers ranges from R10 804 to R26 110.
  • After gaining 5 years of work experience, their income will be between R12 864 and R29 736 per month.

Salary Check

Duties and tasks

  • Building and maintaining a client base
  • Interviewing clients to determine financial status and objectives, risk tolerance and other information needed to develop financial plans and investment strategies
  • Setting financial objectives, and developing and implementing strategies for achieving them
  • Arranging to buy and sell stocks and bonds for clients
  • Monitoring investment performance, and reviewing and revising investment plans based on modified needs and changes in markets
  • Recommending and arranging insurance cover for clients

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