...client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Senior Financial Advisor. This position will be responsible for providing financial advice on both life risk and investments products to Private Bank...
...We are seeking a knowledgeable and energetic Independent Financial Advisor who is willing to go the extra mile to build his/her own client... ...an absolute go-getter with an unwavering drive to meet client needs.
Role and Responsibilities:
Develop and maintain a personal...
...South Africa with a comprehensive range of financial service solutions to facilitate their long term... ...creation, protection and niche financing needs.
Company is looking for experienced life and investment financial advisors to be based in its Kwa-Zulu Natal / Gauteng...
R 15,000 - 22,000 per month
...SUMMARY:
Senior Assistant to Financial Advisor
POSITION INFO:
Senior Assistant to Financial Advisor (POS24137)
Fourways
R 1... ...requirements;
~ Ensuring that compliance documentation and Financial Needs Analysis (FNA)accompany all
new business and/or client...
SUMMARY:
-
POSITION INFO:
Sluit by die span aan as ‘n Finansiële Adviseur, wat spesialiseer in boere en die landbouwaardeketting. Maak ‘n betekenisvolle impak op die lewens van individue in die landbousektor.
ROLES AND RESPONSIBILITIES
Netwerk en Verhoudings...
...SUMMARY:
Our client in the Financial Services Industry based in KZN is currently looking to employ a Financial Advisor (Risk Products) .
To provide and implement advice in respect of insurance needs and solutions to the company clients in conjunction with the...
R 4,000 per month
Financial Advisor required for 2024 in the Durban Central area.
The Ideal candidate must be target driven, and willing to excel in sales.
Minimum 6 months sales experience needed.
Short term insurance, Life cover & Vehicle tracking experience will be...
...SUMMARY:
Servicing of existing clients. Generating new business.
POSITION INFO:
The Financial advisor is responsible for:
Servicing of existing clients, including the review and managing of their Portfolios in terms of company policy;
Generating...
...SUMMARY:
Well established Financial Services company in KZN is looking for a Financial Advisors to join their team.
POSITION INFO:
Business Development... ...Relationship Development / Prospecting
Customer Needs Clarification
Sell Customer Propositions
Sales...
We are looking for Self motivated, Energetic and Sales driven individuals to market and sell Old Mutual, Metropolitan, Sanlam and Avbob products. Align yourself with a leading Brand.
Minimum requirement:
Matric or equivalent qualification.
Sales experience ...
...open opportunities
Remote, Hybrid options available
Industry: Financial Services
Mandatory required documentation: Updated DOFA and... ...for Financial Planning and Wealth Management
Meticulous Advisors
Strong ethical compass
Discipline in achieving long term financial...
...SUMMARY:
Great news!!We are seeking a dynamic and a result-oriented individual to join our team as a Financial Adviser. As a Financial Adviser, you will play a crucial role in providing comprehensive financial guidance and advice to our clients, empowering them to...
Currently hiring for interested and enthusiastic Old Mutual agents/ financial advisors that has prior experience in sales.
The position will require you to market Old mutual products to clients and selling funeral policies.
Salary : Commission based only.
Requirements...
...SUMMARY:
One of the Leading Insurance Companies is looking for Fit and Proper Financial Advisors within the Life Insurance space.
POSITION INFO:
Min role requirements
~ Senior Certificate (Matric / Grade 12/ NQF 4)
~24 months experience in life insurance...
...opportunity and our diverse talent reflects this.
Aspires to be a Financial Advisor
We are looking for self-motivated and dynamic individuals... ...achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and...
...Closing Date 2024/05/31
Reference Number MMH240503-9
Job Title Financial Advisor - Northern Cape
Position Type Permanent
Role Family... ...provides financial wellness solutions that meet the needs of low-income clients, including funeral insurance, health, savings...
...protect assets but also unlock hidden opportunities.
We believe in client-centricity. You will be responsible for conducting financial needs analysis for both Life and Investment planning needs, utilising extensive expertise to provide financial advice to customers,...
...South Africa with a comprehensive range of financial service solutions to facilitate their... ...creation, protection and niche financing needs.
POSITION INFO:
Company is... ...experienced life and investment financial advisors to be based in Umhlanga. Company offers...
R 20,000 per month
Brief description of the vacancy:
Self-motivated and driven individual
Goal orientated
Minimum 2 years experience as a Financial Advisor
Must have RE5 and grade 12
Must have a clean ITC record
Must be able to sell and advise clients on Retirement,...
...Existing Clients:
• Scan client base and target market for financial planning opportunities
• Generate leads by identifying appropriate... ...agreements with new/existing clients
• Conduct financial needs analysis for clients using business’s FNA system
•...
...SUMMARY:
Leading Financial Services Company in Gauteng is seeking dynamic individuals to join their team as Financial Advisors in Gauteng.
POSITION INFO:
Develop a robust... ...Consult with customers to understand their needs, gather and analyze complex data, and...
...credit record check.
Hello future Private Advisor - CPT - Willowbridge
Welcome to FNB,... ..., effective solutions that meet their needs.
Are You Someone Who Can
Deliver exceptional... ...principles.
Understand and market all financial services solutions within the relevant...
...leading Wealth and Fund Management firm who is looking for a Financial Advisor to join their team based at the Waterfront in Cape Town. As a... ...seeking a Financial Advisor who will prioritise their client's needs
Responsibilities:
Meeting individually with clients to...
Our client who is an independent financial planning practice is looking for a Financial Advisor (Investment Specialist), their purpose of the role is to: Assist clients... ...financial plans tailored to their specific needs and goals. This includes assessing their current financial...
...apply?
How you'll role
In your role as an experienced Financial Advisor, you will effectively plan and manage leads while interacting... ...international clientele. To be successful in this role you will need to exhibit a growth mindset underpinned by a desire to...
...SUMMARY:
Our client in the financial industry is looking for a legal advisor to join their dynamic team.
POSITION INFO:
Minimum requirements:
LLB and admitted legal practitioner (non-practicing).
Knowledge of company and related legislation.
Minimum...
...for achieving results through their own efforts.
What is a financial advisor?
The role of a financial advisor is one that demands utmost... ...relationships are fundamentally important.
What do we need from you?
A Grade 12 (Matric) certificate
FAIS compliance...
...environment offers a driven attorney to join the in-house team in corporate finance. Very reputable organization that can offer you great financial rewards.
POSITION INFO:
Your responsibilities would include assisting in general legal, compliance and company secretarial...
Requirements:Grade 12Degree related to Financial Industry preferredCertified Financial Planner (CFP) or equivalent full qualification (NQF6 with 120 creditsCompleted the class of business examCompleted the RE 5 examRegistered with the FSCA as a full representative3 to 5...
...Business Insurance opportunities. Customer Needs Clarification Consult with a range of... ...specification of customer requirements. Conduct financial needs analysis, client portfolio analysis... ...or more years experience as a financial advisor within financial services industry with...