Financial Adviser

My client in the Wealth Industry is seeking a Wealth Adviser Assistant who is suitably qualified to join their team in Melrose. **Responsibilities**: - Gather Policy information - Compile a summary of information - Research product information - Handle and solve client enquiries (all existing business enquiries) - Diary management for new and existing...

Our client based in Sydney, Australia is looking to appoint Qualified South Africans within the Financial Services Sector. 12 Month in-service mentorship while staying in SA, with emigration assistance there after. To become part of a premier general insurance broker network and notable ASX top 100 company, we encourage you to apply. - **Position...

Elevate the art of risk management by crafting inventive insurance plans that not only protect assets but also unlock hidden opportunities.   We believe in client-centricity. You will be responsible for conducting financial needs analysis for both L... Requirements: Matric (grade 12) or NQF level 4 RE5 an advantage Clear Credit and Criminal records...

Join a team of energetic financial advisers offering a very popular insurance product in the greater Durban areas. **Requirements**: Minimum of 12 Months Financial Advisor/Insurance industry experience. Matric Must be able to travel and see clients Knowledge of Financial services product-Desirable Engage in business to business - strongly...

Our international client within the Financial Services Sector is looking to appoint qualified Financial Advisors / Risk Advisors for their branches in South Africa. To become part of a premier general insurance broker network and notable ASX top 100 company, we encourage you to apply. After a 12 Month mentorship programme, there can be possible immigration...

The OfferOpportunity to make a positive impactWork in a company with a solid track record of performanceJoin a well known brand within InsuranceThe Job You will be responsible for : Acquiring and managing relationships with corporate and institutional clients in your area of focus to achieve sales targets and business objectives.Developing strong internal...

Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial...

**Designation**: Employee Benefits Adviser Assistant | Stellenbosch, Western Cape **Category**: Advisers **Job Level**: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: PSG Financial Services **Posted on**: 07 Feb 2024 **Reference Number**: POS08244 **Closing...

Fantastic opportunity to join an Investment Management company, as a Trust and Tax Compliance Officer. You will form part of the Tax Service team, responsible for individual income tax, trust and relevant tax compliance support. **Responsibilities**: - Produce annual financial trusts statements - Complete return income, submit return to receiver, calculate...

**Introduction** Our multi-national client is looking for a Financial Analyst to join their team. He/she will provide accurate and data-based information pertaining to the company's current financials, profitability, budgets and forecasts. He/she will play a critical role in providing the company with financial data / information for informed decision...

Company is looking for experienced life and investment financial advisors to be based in Durban. Company offers the following: Provision of office space and full infrastructure for financial advisors Full suite of administration services, i.e. new business finalisation, client services and client retention mechanisms Telephony services, i.e. internet,...

Job Description Business Description: Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs. Company is looking for experienced life and investment financial...

Job DescriptionBusiness Description:Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs. Company is looking for experienced life and investment financial advisors...

Job DescriptionBusiness Description:Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs. Company is looking for experienced life and investment financial advisors...

My client is looking for an experienced Head of Finance to lead financial strategy for a leading hospitality company. The individual will be responsible for leading the established finance team and driving growth and profitability. **Responsibilities**: - Ensure compliance of Standard Accounting procedures - Track cost and profit performance of all...

**JOB PURPOSE** The main purpose of the role is to telephonically contact delinquent/arrear customers to make a suitable payment arrangement to achieve the business objectives. **Outbound SLA and work queues** - Dealing with both inbound and outbound calls within the guidelines of the set legal framework - Tracing uncontactable customers - Achieve daily...

Company is looking for experienced life and investment financial advisors to be based in Umhlanga.Company offers the following:Provision of office space and full infrastructure for financial advisorsFull suite of administration services, i.e. new business finalisation, client services and client retention mechanismsTelephony services, i.e. internet, email,...

JOB PURPOSE The main purpose of the role is to action and resolve Collections queries via telephone to meet the Collections objectives of the business. **Main Activities**: - Dealing with outbound calls - To rehabilitate accounts in an efficient and professional manner - To advise customers on product, legislative and account related queries - To achieve...

Company is looking for experienced life and investment financial advisors to be based in Umhlanga. Company offers the following: ü Provision of office space and full infrastructure for financial advisors ü Full suite of administration services, i.e. new business finalisation, client services and client retention mechanisms ü Telephony services, i.e....

Company is looking for experienced life and investment financial advisors to be based in Umhlanga.Company offers the following:ü Provision of office space and full infrastructure for financial advisorsü Full suite of administration services, i.e. new business finalisation, client services and client retention mechanismsü Telephony services, i.e....