Financial Advisor Salaried

2 weeks ago


Midrand, Gauteng, South Africa Featherway Recruiting Full time
Associate Financial Adviser
  • Discovery

Location:
Rand Park Ridge & Sea Point Cape Town
Reporting to Franchise Principal

Remuneration:
R R35 000 & commission

About the Role:

Requirements:

  • 3> years financial planning
  • Discovery product accreditations
  • Discovery Smart Advice and other tools proficient


RE
  • Class of business
  • Full industry related qualification
  • Reliable vehicle

Key Traits:

  • Time management and workflow must be impeccable Must be detail orientated, conscientious and organised Adaptability. Must be able to work with a panel of different Advisors Discovery product knowledge required Discovery system experience needed (FAZ, Smart Advice) Will need to work under pressure at times.

Overview of duties:
Staying up to date on product changes and enhancements
Staying up to date on the financial planning industry and new trends
Client Information gathering Consolidating and re-structure of a client's existing portfolio
Compiling a financial needs analysis based on information gathered
Meeting with clients at their convenience.

Ability to plan across all product lines including:

  • Life
  • Disability
  • Severe Illness
  • Income Protection
  • Retirement
  • Investment goals
  • Preparing various quotations based on FNA findings.
  • Replacement analysis and comparisons between existing products and new proposed products.
  • Assisting Advisor with RAR using analysis above
  • Completing, documenting, and preparing a financial assessment for the Advisor to present to their client.
  • Servicing changes on existing client base Finalising servicing quotes
  • Preparing summary for of proposal for review by Advisor and client
  • Re iterating the DRO value proposition and need for vitality engagement.
  • Requesting Astutes and transferring information to client policy schedules
  • Requesting information from external sources where necessary
  • Assisting Advisor with Record of Advice to ensure completeness and accuracy
  • Preparing review of clients existing portfolio, making suggestions to Advisor.
  • Transferring quotes data to excel and or PowerPoint.
  • General reporting and planning as required by Advisors
  • Liaising with PA and Advisor to ensure that we offer holistic, best advice, financial planning to our clients with excellent client service.

Desired Skills:

  • Financial Planning
  • Financial Advisor
- financial needs analysis

  • Insurance
- investments

  • Broker
  • Client Liasson
  • Problem Solving
  • Good time management
  • Discovery

Salary:
R20 000,00 - R35 000,00 per month

Application Question(s):

  • Do you have a full accreditation NQF5>, RE5 and Class of business
  • How many years experience do you have selling Discovery products?
  • Are you fully accredited to sell Discovery Product's?

Education:

  • Bachelors (required)

Experience:

Discovery Financial Adviser: 3 years (required)

Language:

  • Fluent English (required)

License/Certification:

  • Drivers licence and a relible vehicle (required)

Willingness to travel:

  • 50% (required)

  • Financial Advisor

    2 weeks ago


    Midrand, Gauteng, South Africa Insphired Recruitment Solutions Full time

    Our client in the Insurance industry is currently looking for a Financial Advisor, in Midrand.Responsibilities: Understand client's financial goals and assist in creating strategies. Maintaining client relationships. Identify financial strategies. Preparing financial projections using calculations and research. Sourcing leads for the business. Reanalysis of...

  • Financial Advisor

    2 weeks ago


    Midrand, Gauteng, South Africa Ikusasa Recruitment Group Full time

    Our clients is looking for financial advisors to sell the short term insurance products in personal lines Extensive knowledge of the Short-Term Insurance Industry Thorough understanding of the shortterm insurance industry and products Thorough understanding of business principles Be able to write 40 quotes a month and close 8 sales a moth and get 5 referals...

  • Financial Advisors

    2 weeks ago


    Midrand, Gauteng, South Africa Deka Minas (Pty) Ltd Full time

    Our client is the holding company of some of South Africa's leading and innovative financial institutions. They looking for ambitious Financial Advisors to assist in planning and implementing pursuit of strategic opportunities for Business Insurance, by cultivating client relationships or other commercial relationships and identifying new markets for...

  • Service Advisor

    2 weeks ago


    Midrand, Gauteng, South Africa First Degree Recruitment Full time

    Service advisor / Aftersales consultantVacancy for a Vehicle Service advisor with a vehicle dealership in Midrand, Johannesburg- Duties_: Costing of job cards of vehicles booked into the workshop, Processing of warranties, Following up on vehicles booked into workshop, liaising between the client and workshop on progress of vehicles, ensuring customer...


  • Midrand, Gauteng, South Africa PSG Financial Services Full time

    At PSG Wealth, we are committed to delivering exceptional client experiences and providing tailored financial solutions. As a Client Services Team Lead, you will play a pivotal role in ensuring our clients receive top-notch service and support. You will lead a team dedicated to building strong client relationships, resolving inquiries efficiently, and...


  • Midrand, Gauteng, South Africa RAD Resources Full time

    Leading Financial Services Company in Gauteng is seeking dynamic individuals to join their team as Financial Advisors in Gauteng. Develop a robust personal network within the sales territory and represent the organization at industry events to identify sales opportunities. Source referrals and recommendations from existing customers and contacts to enhance...


  • Midrand, Gauteng, South Africa Bosch Car Service Kyalami Full time

    Workshop Service AdvisorMust meet the following requirements:- computer literate- exemplary customer service skills- must be able to manage conflict situations amicably- must be able to manage stress- written and verbal communication has to be beyond compare- driver's license would be a plus- traceable experience in the field, with references, is a...


  • Midrand, Gauteng, South Africa Humankind Group Full time

    Responsibilities: Sales Opportunities CreationDevelop a personal network within the sales territory and represent the organization at relevant industry events, sourcing of referrals, and recommendations from existing customers and other contacts to identify sales opportunities, promote the organization, and enhance its reputation. Identify Personal Lines and...

  • Junior Legal Advisor

    2 weeks ago


    Midrand, Gauteng, South Africa AGC Recruitment Pty Ltd Full time

    Large FMCG company in Midrand requires the services of a junior legal advisor.Minimum Requirements:LLBAdmitted attorney with 2-3 years commercial experience.Must have large firm training in FMCGDuties:Contract drafting and NegotiationsIntellectual Property ProtectionRegulatory ComplianceConsumer ProtectionProduct Liability and SafetySalary:...

  • Financial Advisor

    2 weeks ago


    Midrand, Gauteng, South Africa Ikusasa Recruitment Group Full time

    We are looking Business Development Consultants for the insurance industry - Short Term insurance who are able to work on their own as well as in a team environment writing business in accordance with targets laid down Insurance Business Development Consultants to sell short term insurances,With a strong knowledge of lead generation. Be compliant in all...


  • Midrand, Gauteng, South Africa GROW Educare Centres Full time

    VACANCY ADVERTPosition BUSINESS SUPPORT ADVISORLocation GAUTENG REGIONAL OFFICE - MidrandType Full-time, Permanent PositionDate 14 February 2023Closing date 22 February 2023If you have a growth mindset, resilience and response-ability (yes, we spelt that correctly), operate pro-actively, are comfortable working in an entrepreneurial environment, can work...


  • Midrand, Gauteng, South Africa CARtime SA Full time

    Our workshop in Midrand, Gauteng is looking for a Workshop Manager/Service Advisor, MUST have a valid driver's license.Applicant who has previously worked for an aftermarket service center such as BOSCH, e-Car, Car Service City, CARtime, Car Care Clinic etc. will be given preference.Requirements: Customer service skills Communication skills Comprehension...


  • Midrand, Gauteng, South Africa CARtime SA Full time

    Our workshop in Midrand JHB is looking for a Workshop Manager/Service Advisor, MUST have a valid driver's license.Applicant who has previously worked for an aftermarket service center such as BOSCH, e-Car, Car Service City, CARtime, Car Care Clinic etc. will be given preference.Requirements: Customer service skills Communication skills Comprehension skills...


  • Midrand, Gauteng, South Africa The National Credit Regulator Full time

    _The National Credit Regulator (NCR) was established as the regulator under the National Credit Act 34 of 2005 (the Act) and is responsible for the regulation of the South African credit industry. It is tasked with carrying out education, research, policy development, registration of industry participants, i.e. credit providers, credit bureaux, alternative...

  • Junior Legal Advisor

    2 weeks ago


    Midrand, Gauteng, South Africa The National Credit Regulator Full time

    _The National Credit Regulator (NCR) was established as the regulator under the National Credit Act 34 of 2005 (the Act) and is responsible for the regulation of the South African credit industry. It is tasked with carrying out education, research, policy development, registration of industry participants, i.e. credit providers, credit bureaux, alternative...

  • Technical Advisor

    2 weeks ago


    Midrand, Gauteng, South Africa Afrirent Holdings Full time

    Afrirent is a dynamic, fast-growing group of companies with an extensive fleet of vehicles and service offerings. Investment in technology, people and relationships has seen our offering expand into complementary services like car rental, tracking and monitoring, tourism and automotive sales.We are looking for a Diesel Technician who will be a...


  • Midrand, Gauteng, South Africa Salesforce Recruitment Full time

    We have an exciting opportunity for an energetic and driven Student Advisor for Online Courses at one of the top Colleges in the tertiary education industry in Midrand.Minimum Education Requirements: 3 Year Diploma / Bachelors Degree (NQF level 7) in Business / Marketing / Public Relations / Communication field or similar _THIS IS A NON NEGOTIABLE_Minimum...


  • Midrand, Gauteng, South Africa Rad Resources Full time

    Conduct Financial Needs Analysis: Perform thorough financial assessments for clients, covering life insurance, long-term insurance, wealth management, and investment planning.Client Portfolio Management: Evaluate and oversee client portfolios, offering personalized financial guidance to achieve short and long-term financial objectives.Sales Opportunities...

  • Financial Controller

    2 weeks ago


    Midrand, Gauteng, South Africa Linkdpro Full time

    Our client is a leading telecommunications company and they are seeking a Financial Controller, to assist them for 6 months.Requirements: Grade 1 Financial/ Accounting Diploma or Degree 23 years' experience in a similar role Strong excel skills Experience with analysis, profit and loss, SARS and VATHybrid role6 months contractJob Types: Temporary, Temp to...

  • Financial Controller

    2 weeks ago


    Midrand, Gauteng, South Africa Charm Recruitment Agency Full time

    My client a medical equipment distribution company is looking for a Financial ControllerFINANCIAL CONTROLLERMy client is looking for a strategic-minded finance professional with a passion for delivering insights that shape business success. If you''''re looking to lead financial operations, drive cost efficiency, and offer strategic guidance, this role is...