Search Results: 24 vacancies
Do you love being out and about, meeting new people? Do you want to write your own cheque on a monthly basis? Are you fantastic at convincing and does your negotiation skills know no bounds? Are you hungry for Sales and willing to go the extra mile to obtain them? Are you...
...incoming work is seen to, that any pending work is followed up on time to ensure that the case is finalized and to maintain contact with IFA’s and clients. This person will need to be flexible, energetic, and trustworthy, organized, self-disciplined, and enjoy working in a...
Wenz Recruitment
Cape Town, Western Cape
6 days ago
...amongst independent financial advisors (large, mid-tier & small) writing on external platforms.
- Have a strong existing network of IFA’s, Fund of Funds, Private Wealth & Tied Agency brokers.
- Build strong relationships amongst IFA’s, Fund of Funds, Private Wealth &...
EQ Plus
Johannesburg, Gauteng
8 days ago
...point.· Submit the maximum number of new business applications for the allocated serviced contract.· Manage the relationship with the IFA and his/her staff on an on-going basis; by ensuring the sales process, administration efficiency and interaction with PPs are well...
...persistent. Organised and disciplined. Mature and willing to work flexibly. Experience: Minimum 5 years experience as a Broker Consultant or IFA in the long-term insurance industry. Qualification: Insurance qualification of at least RE1 or RE5. A certificate in Financial...
...and persistent. Organised and disciplined. Mature and willing to work flexibly. Minimum 5 years experience as a Broker Consultant or IFA in the long-term insurance industry. Insurance qualification of at least RE1 or RE5. A certificate in Financial Planning or a degree...
...Expedite unit transfers with various competitor unit trust management companies
Create requirement checklists for investors / IFA’s
Take full responsibility and own transfer process from cradle to grave
Prepopulate and prepare client packs of documentation...
Rory Mackie & Associates
Cape Town, Western Cape
more than 2 months ago
...Position: Independent Financial Advisor (IFA)
Location: National
Aluma Capital strives to be South-Africas leading Asset and Fund Management Company. We provide several private investment options to our clients, including Private Equity, Global Note and insurance...
...Years of Sales Experience
~5+ Years of People Management Experience
~5+ Years of Financial Services Industry Experience
~5+ Years IFA of Portfolio Management Experience
~5+ Experience in Revenue Operations
~ Fintech, Insurance, Sales and Marketing Experience,...
...Regional Investment Executive, and will be based in Gauteng, focusing on delivering the OM Wealth proposition – in its entirety – to IFAs contracted within Broker Distribution. Duties and responsibilities include:
Managing a portfolio of existing independent...
Old Mutual South Africa
Gauteng
16 days ago
..., energetic and meaningful partnerships that will stand the test of time with investment and wealth independent financial advisors (IFAs). Product, market, and sales knowledge will set them apart from their counterparts. The SIC/IFA business relationship will be strengthened...
...Portfolios:
Provide a holistic service to Retail Asset Consultants that manage Model Portfolios on behalf of their clients as well as IFAs with a FAIS Cat II license managing Model Portfolios for their clients
This includes managing and controlling restructures,...
...services industry and insurance products (desired)
~ Technology Savvy
Duties & Responsibilities
Engage:
Be visible to the IFA in order to understand their needs and drive their value proposition
Visit the IFA and IFA office based on a defined plan and...
Momentum
George, Western Cape
5 days ago
...Prospecting of minimum three new clients per week. Direct or indirect. (Direct meaning need to prospect directly/Indirect through IFAs).
Develop engagement strategies with all new clients as per the above.
Present to new potential clients and also existing clients...
...Company description:
Origin Financial is one of the biggest IFA s in the South African market. We specialise in customized solutions and advice tailored to each individual client s financial life cycle.
We present a significant opportunity for experienced financial...
...investment markets in SA.
Role Purpose
The Retail Business Consultant crafts passionate, energetic, and meaningful partnerships with IFAs that will stand the test of time. Product, market, and sales intelligence will set them apart from their counterparts. The...
...like Carrick Wealth, Brite Advisors, St James Global or IIMG to name but a few-, all of whom are by choice not clients of Prestige IFA Jobs …then I have something quite interesting for you.
Are you tired of being micro-managed, and feeling unappreciated? Do you feel...
Prestige IFA Jobs
South Africa
14 days ago
...of the Group's resources and technology. We meet universal wealth and asset management needs by supporting our own as well as client IFAs and DFMs with innovative, quality and integrated solutions that drive efficiency into every part of the wealth management cycle....
...of the Group's resources and technology. We meet universal wealth and asset management needs by supporting our own as well as client IFAs and DFMs with innovative, quality and integrated solutions that drive efficiency into every part of the wealth management cycle....
...of the Group's resources and technology. We meet universal wealth and asset management needs by supporting our own as well as client IFAs and DFMs with innovative, quality and integrated solutions that drive efficiency into every part of the wealth management cycle....
