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

  • Salary range for the majority of workers in Financial and investment advisers - from R14 328 to R61 667 per month - 2025.
  • A Financial and investment advisers typically earns between R14 328 and R34 736 net per month at the start of the job.
  • After 5 years of service, this is between R18 365 and R45 446 per month for a working week of 45 hours.

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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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