Rewarding Wealth Creation. At Kaon Advisory Services, our team of trusted legacy wealth partners provide personalised financial planning. NCRCP3555.
We focus on family-centred solutions that align with your goals, helping you make confident financial decisions. Our holistic planning approach ensures your portfolio supports both your current needs and future success. Kaon Advisory Services is a juristic representative of Discovery Life Limited. Discovery Life Limited, Registration number 1966/003901/06, is a registered long-term insurer, and an
26/09/2025
As a married couple with precious little ones, safeguarding your family’s future is paramount. Here are key reasons why the Discovery Life Plan is your ideal choice.
Contact us today to find out more
18/09/2025
Ensure your wishes are honored and your loved ones are protected. Draft your will today with Discovery Life.
Contact us to find out more.
17/09/2025
Ready to experience the Golden Gate Bridge? Get up to 75% off direct flights to the United States, with Discovery Bank and United Airlines. Contact us to find out more.
Discovery Life’s Global Education Protector pays your children's education fees if you can’t.
It provides cover for their education from crèche through to tertiary education, locally or abroad, if you or your spouse pass away or suffer a severe illness or disability.
With Discovery Life, even if you don’t claim, you can fund a portion of your children’s education just by engaging with Vitality.
Reach out now to find out more.
20/08/2025
Weather didn't play ball? Don't worry! With Discovery Insure, you pay ZERO excess on weather-related claims.
WhatsApp us 063 872 7524 to find out more about the benefits of joining Discovery Insure.
19/08/2025
Hi members, are you looking for new, easy, and exciting ways to get active and get rewarded? Discover a world of workouts at your fingertips with Vitality Fitness, a NEW exercise platform in the Discovery app. Plus, Vitality members get 2 free workouts a month (up to 24 a year!) to try it all. T&Cs apply.
Get your will sorted for free today by a Discovery Wills and Trusts pro.
We chatted to South Africans about wills and estate planning. Check out this video to hear what they had to say about how much they reckon a will costs to draft.
Getting your will sorted or updated by Discovery Wills and Trusts won't cost you a thing*. Stay ready for whatever comes your way. Get your will sorted for free* by a Discovery Wills and Trust Services pro now. Contact us on WhatsApp at 063 872 7524.
*Free will drafting when you choose Discovery Wills and Trust Services' recommended executor.
15/08/2025
Your financial dreams are closer than you think. 🌟
Set your goals, make your plan, and watch your future grow. 📈
Let’s achieve them — together!"
Join Our Team as an Executive Financial Advisor
Kaon Advisory Services is seeking an experienced Executive Financial Advisor to join our team in Bryanston, Johannesburg. This full-time hybrid role offers the flexibility of both in-office and remote work arrangements.
About Us
At Kaon Advisory Services, we are dedicated to providing personalized financial planning services that align with our clients' goals. Our holistic, family-centered approach ensures that portfolios support both current needs and future success.
Key Responsibilities
Conduct comprehensive financial needs analyses focused on life and investment planning.
Develop and maintain a personal network within the assigned sales territory to identify new sales opportunities.
Consult with clients to identify their specific needs and desired outcomes, providing tailored financial advice.
Recommend products or services that align with clients' needs, effectively communicating the benefits.
Guide clients through advanced features of products or services, ensuring a seamless onboarding experience.
Implement a comprehensive customer contact plan to engage clients in relevant sales campaigns.
Ensure compliance with company-wide document management systems and maintain organized client records.
Understand and adhere to the organization's policies and relevant regulatory standards to ensure compliance in all actions.
Engage in continuous professional development through training and maintaining relevant external accreditations.
Qualifications
A minimum of Matric/Grade 12 or equivalent, along with 120 FAIS credits (NQF 5) in Wealth Management.
RE5 certification is essential; additional qualifications such as CFP or equivalent are advantageous.
A minimum of two years' experience as a financial advisor within the financial services industry, particularly with affluent clients in life and investment products.
Strong analytical and problem-solving skills.
Excellent communication and interpersonal abilities.
Proven sales track record of at least R35,000 per month for the last 12 months.
Why Join Us?
At Kaon Advisory Services, we value building strong, lasting relationships with our employees. We support your career growth and personal development, offering opportunities to achieve great things. As part of our team, you'll have the chance to make a meaningful impact on our clients' financial well-being. Leads to enhance your business will be provided by the company.
How to Apply
If you are passionate about providing exceptional financial advice and meet the qualifications above, we invite you to apply. Please submit your resume and a cover letter detailing your relevant experience and achievements. Email CV to [email protected]
Kaon Advisory Services is committed to achieving transformation and embraces diversity. This commitment drives us to ensure a diverse, inclusive, and equitable workplace, which we believe is key to a thriving and sustainable business in South Africa.