Join Qantara Private Capital as a
Financial Advisor

We are seeking an experienced and self-driven Financial Advisor – with Investment experience, and proven experience in Islamic Finance and Shari’ah-compliant investment solutions. This role is ideal for an advisor who understands both mainstream investment products and the specialised requirements of clients seeking ethical, faith-aligned wealth management.

The role is both sales- and relationship-driven, requiring strong product knowledge, exceptional client engagement abilities,  strict adherence to regulatory compliance and Islamic Finance principles.

Duties & Responsibilities

1. Investment Advisory & Shari’ah-Compliant Client Consultation

• Conduct in-depth needs analyses and gather comprehensive financial information.
• Provide expert investment advice aligned with client goals, risk profiles, and Islamic Finance principles.
• Develop financial plans and investment proposals using approved tools and platforms.
• Regularly review both conventional and Shari’ah-compliant client portfolios and recommend adjustments based on market shifts or life events.

2. Sales & Business Development

• Source and grow a client base, with a focus on markets engaging in Islamic Finance and ethical investment products.
• Achieve individual sales targets and contribute to overall business objectives.
• Promote Shari’ah-compliant private equity / alternative investment offerings.
• Attend prospecting events, Islamic Finance investment seminars, and community engagement functions where required.

3. Client Relationship Management

• Build long-term, trust-based relationships within the Islamic Finance market and broader client base.
• Deliver ongoing communication, portfolio updates, and reviews.
• Collaborate with internal specialists (risk, tax, estate planning) to provide holistic financial solutions.
• Handle client queries and account changes with professionalism and care.

4. Regulatory & Shari’ah Compliance

• Ensure full adherence to FAIS, FICA, and internal FSP compliance requirements.
• Maintain accurate and complete records of advice,  Risk Profile Assessments and needs analyses.
• Comply with all requirements relevant to Islamic Finance governance, including product suitability and Shari’ah guidelines.
• Stay up to date with legislation, market movements, Islamic Finance developments and product enhancements.

5. Continuous Professional Development

• Meet all  Fit and Proper requirements as per FSCA guidelines.
• Attend training sessions, Islamic Finance product launches, and regulatory updates.
• Remain current with financial markets, economic trends, and ethical investment industry developments.

Desired Experience & Qualification

Required Skills & Competencies

• Strong knowledge of investment products, financial planning principles, and Islamic Finance investment structures.
• Excellent interpersonal and communication skills (verbal and written).
• Sales-oriented with the ability to close deals and build trust.
• Proficient in needs analysis, portfolio construction, and compliance processes.
• High integrity, professionalism, and confidentiality.
• Independent, goal-driven, and self-motivated.

Minimum Qualifications & Requirements

• Matric (Grade 12) – Required.
• RE5 Certificate – Advantageous; must be obtained within 2 years of DOFA.
• Class of Business: Investments – Completed or in progress.
• NQF Level 5/6 in Wealth Management or related field –
• FSCA Registration as a Representative under an FSP – Required.
• 2 – 5 years’ experience as a Financial Advisor or in investment sales, with demonstrable Islamic Finance experience (non-negotiable).
• Valid driver’s licence and reliable vehicle.

KPIs & Performance Metrics

• Achievement of monthly and quarterly investment sales targets.
• Growth and retention of clients, particularly within the Islamic Finance market.
• Positive Compliance audit results.
• Quality and accuracy of advice documentation.
• Lead conversion and client engagement metrics.
• Timely submissions of advice, compliance, and reporting documents.

Do you thrive on building relationships and engaging with people from all walks of life? Are you driven to grow your own income through performance and results? Do you have strong persuasion and negotiation skills, coupled with a passion for ethical advisory?

Are you motivated, disciplined, and willing to go the extra mile to serve your clients with integrity? Do you have a solid understanding of FAIS legislation, remain Fit and Proper, and are committed to advising in full alignment with Sharīʿah[Islamic] principles.

This role plays a pivotal part within Qantara Private Capital, as you will be the trusted face of the business in managing and nurturing relationships with our clients. You will be responsible for originating and managing new business, achieving agreed targets, and driving sustainable profit growth, while ensuring the ongoing retention and satisfaction of Qantara’s client base through ethical, Sharīʿah-aligned advisory services.

Great, so who is a good fit?

A specialist with extensive knowledge in how to sell and building new networks. Someone who fully understands the Sales lifecycle, inclusive of client services. The ideal candidate will also have an insatiable hunger to write his/her own cheque and will be innovative in finding new ways to find customers. Someone who has a passion for people and who always remains fit and proper.

You may be wondering, what does such a fantastic individual’s duties include?

• Conduct in-depth needs analyses and gather comprehensive financial information.
• Provide expert investment advice aligned with client goals, risk profiles, and Islamic Finance principles.
• Develop financial plans and investment proposals using approved tools and platforms.
• Regularly review both conventional and Shari’ah-compliant client portfolios and recommend adjustments based on market shifts or life events.
• Source and grow a client base, with a focus on markets engaging in Islamic Finance and ethical investment products.
• Achieve individual sales targets and contribute to overall business objectives.
• Promote Shari’ah-compliant private equity / alternative investment offerings.
• Attend prospecting events, Islamic Finance investment seminars, and community engagement functions where required.
• Build long-term, trust-based relationships within the Islamic Finance market and broader client base.
• Deliver ongoing communication, portfolio updates, and reviews.
• Collaborate with internal specialists (risk, tax, estate planning) to provide holistic financial solutions.
• Manage client queries and account changes with professionalism and care.
• Ensure full adherence to FAIS, FICA, and internal FSP compliance requirements.
• Maintain accurate and complete records of advice,
• Comply with all requirements relevant to Islamic Finance governance,
• Stay up to date with legislation, market movements, Islamic Finance developments and product enhancements.
• Meet all Fit and Proper requirements as per FSCA guidelines.
• Attend training sessions, Islamic Finance product launches, and regulatory updates.
• Remain current with financial markets, economic trends, and ethical investment industry developments.

Are there any specific skills and attributes required?

• Attention to detail and a high level of accuracy.
• Ability to work under pressure.
• Initiative-taker & excellent organising skills.
• Good verbal, written and communication skills.
• Committed and dependable with integrity and honesty.
• Loyalty toward the organisation.
• Tenacity, Attendance & Punctuality.
• Needs to have resilience and must be optimistic.
• Be able to work accurately and effectively in a highly pressurised environment.
• Accountability and a collaborator.
• Suitable time management skills.
• Critical thinking skills, by effectively identifying problems as soon as they arise.
• Ability to be able to think out of the box.

Look at the what the requirement for this amazing job is:

• Matric/Grade 12 or SAQA Accredited Equivalent Essential.
• 120 FAIS credits (NQF 5) in Wealth Management, CFP preferred.
• 2 or more years’ experience as an Islamic Financial Advisor within the financial services industry, life, and investment essential.
• RE 5 certificate.
• Proven sales track record.

Join Us in Delivering Ethical, Sharīʿah-Aligned Investment Opportunities

At Qantara Private Capital, we recognise the essential role that Islamic Financial Advisors play in providing fair, transparent, and values-driven advice to clients. We are committed to expanding access to Sharīʿah-compliant private market investments, enabling a broader segment of investors to participate in opportunities that were traditionally reserved for high-net-worth individuals and large institutions.

With a minimum investment of R100,000, your clients can access ethical investment opportunities structured in accordance with Islamic finance principles, focusing on real economic activity, asset-backed investments, and risk-sharing structures.

Our expertise lies in identifying high-growth, Sharīʿah-compliant industries and niche market opportunities. By investing in businesses with strong fundamentals and sustainable growth potential, we aim to deliver competitive, risk-adjusted returns while maintaining strict adherence to Sharīʿah governance, diversification, and prudent risk management across sectors and geographies.

Partner with Qantara Private Capital to offer your clients responsible, faith-aligned investment solutions that support long-term value creation and ethical wealth growth.