PATHLENSA RISKATLAS.CO.ZA PRODUCT · SOUTH AFRICA RISKATLAS.CO.ZA
← Back to occupation list

Investment Advisor

OFO Code: 241203

Last checked 3 October 2026

PATHLENS

1. Occupation identity

OFO code
241203
Occupation
Investment Advisor
Classification
OFO 2021
Major group
PROFESSIONALS
Unit group
2412 · Financial and Investment Advisors

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

More official OFO detail

Specialisations: Fund Advisor, Securities Sales Trader, Portfolio Advisor, Financial Markets Investment Advisor

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

2. Demand status

Demand evidence not yet linked

This is an official OFO 2021 occupation. Demand status is separate evidence and is not inferred from inclusion in the OFO.

A national demand signal is not a promise of a vacancy in your town.

3. Salary evidence

No sourced salary record has been ingested for this OFO code yet.

Open remuneration history & calculator →

4. Quick EE check

How much might Employment Equity matter in this job context?

Answer three quick questions for a rough read. This is workforce context, not a hiring decision.

Open full EE analysis →
Your EE profile
What this basically means

Select the employer size and your profile to get a quick read.

5. Qualification

Qualification evidence pending.

Understand NQF levels, institutions & recognition → Build my qualification pathway →

6. Study funding

Check all funding options, eligibility & obligations →

A funding match will only be shown once a recognised qualification or study route has been identified.

7. Industry, sector and provincial context

National occupation classification. Industry and provincial context are shown only where a separate official source supports the link.

No source-backed modern OFO↔SIC 7 industry link has been ingested for this occupation yet. PathLens does not infer one from the job title.

Browse the official South African industry classification →

8. Next steps — official links

Career explorationNCAP / KhethaOfficial destination ↗QualificationQCTOOfficial destination ↗Public employment serviceESSA / labour centreOfficial destination ↗

9. Decision tools

Compare this career → Plan qualification pathway → Test salary against household costs →

10. Sources for this page