Financial Advice Service Consultant

Job Title: Financial Surveillance ConsultantJob Summary:Responsibilities: Conduct comprehensive financial surveillance and monitoring activities to identify potential risks, irregular activities, and suspicious transactions. Analyze financial data to detect potential money laundering, fraud, or other financial crimes. Utilize various tools and techniques to...

Our client has an opportunity available for a High Advice Consultant.Requirements:Matric or SAQA accredited equivalent- essential.120 FAIS credits NQF 5 in Wealth Management- essential.RE5 and Class of Business- essential.Relevant Finance degree or diploma would be advantageous.2+ years Life Insurance experience- essential.2+ years Call Centre experience...

Job Offer: Financial ConsultantbeBee Professionals is looking for a Financial Consultant to join our team in Johannesburg. The successful candidate will be responsible for providing financial advice to clients, analyzing financial data, and developing financial strategies.The ideal candidate should have a Bachelor's degree in Finance, Accounting, or a...

**JOB TITLE Service Consultant**REPORTING TO Service Manager**OFFICE Century City, Cape Town**PURPOSE OF POSITIONThe purpose of the Service Consultant role is to:Provide administrative support to all advisors in the Cape Town office and implement all client service-related processes within Gradidge-Mahura Investments. To assist with administrative support in...

About us, purpose, experience and qualificationsabout us:- make a promise- be deeply invested- value our differences- build trust, not territory- have courage- always do the right thingpurpose: To provide analytical support in the assessment of financial advice using a standardise matrix of parameters to mitigate against advice riskexperience and...

Job Classification- REQ:Refilwe Falatsi:- Closing Date:30 June 2023:- Division: Wealth Management SA:- Function: Client Enablement:- Employment Equity Statement: Preference will be given to individuals from underrepresented individuals. Job Family Sales and Service Career Stream Client Service Leadership Pipeline Manage Function (MF)Job Purpose To support...

Location: Roodepoort - Office BasedRole: Financial Services - Credit Insurance - Customer Service ConsultantA leading privately owned Financial Services company specialising in Credit Risk Insurance for large enterprises across several industries is looking for an experienced service consultant to join their dynamic team The company offers a fast paced, fun,...

Job Purpose:To support the Wealth Management SA (WMSA) business in identifying opportunities for different segments, and work to use identified insights to design compelling, disruptive and commercially viable Client Value Propositions for the Advice and Philanthropy (Giving) offering. We are looking for individuals who thrive in a fast-paced and constantly...

The Advice Centre offers a comprehensive training ground for the next generation of Liberty Financial Advisers. The program takes a holistic approach by incorporating technical, sales and soft skills training to fully position the new Advisers for success within a virtual Advice environment.The Financial Adviser in training will learn to build their practice...

Job Title: Financial Services Network ConsultantCompany: Join our team at Melrose Arch, JohannesburgAre you ready to dive into the world of financial services and create strong business relationships within the industry? As a Financial Services Network Consultant, you'll be on the front line, setting up appointments, networking, and meeting targets in the...

Job DescriptionTo provide expertise, advice and support the financial advisory philosophy and framework across the end-to-end product matrix to achieve our advice tooling objectives through providing SME insights and input that adheres to business rules and FAIS requirements. Hello Future Advice Enablement Specialist, Welcome to FNB, the home of the...

Are you an ambitious, analytical and results-driven Chartered Accountant with between 2-8 years of post-qual work experience in a Banking/Financial Services environment? Would you like the opportunity to develop your career by gaining international work experience in an internationally acclaimed, Big 4 Consultancy? If so, keep reading.My client, one of the...

Are you an ambitious, analytical and results-driven Chartered Accountant with between 2-8 years of post-qual work experience in a Banking/Financial Services environment? Would you like the opportunity to develop your career by gaining international work experience in an internationally acclaimed, Big 4 Consultancy? If so, keep reading.My client, one of the...

These jobs were popular with other job seekers Reference: JHB000962-HLG-1Location: Roodepoort Office BasedRole: Financial ServicesTrade Credit InsuranceCustomer Service ConsultantA leading privately owned Financial Services company specialising in Trade Credit Risk Insurance for large enterprises across several industries is looking for an experienced...

As a Financial Services Network Consultant, your main duties will involve researching and making professional appointments within the financial services industry. You will be responsible for building and maintaining networks, identifying potential clients, and arranging meetings. This role requires a proactive approach to developing business relationships...

CONTRACTORJHB000357FINANCIAL SERVICESGauteng, JHB - Northern Suburbs** Monthly Basic Salary (Market related)We are currently seeking a dynamic and experienced Consultant to become a valued member of our team. The Consultant will play a pivotal role in providing expert advice and guidance to our clients, utilising their extensive knowledge and skills to...

Job ClassificationREQ: 133228Closing Date: 19 April 2024- TA: Nozi Masabalala Division: Wealth Management South Africa Employment Equity Statement: Preference will be given to individuals from underrepresented groups. Job Family Investment Banking Career Stream Advisory Leadership Pipeline Manage Self: Professional FAIS AffectedJob Purpose To ensure business...

Main Duties include:Review revenues to ensure cash flow and profitability forecasts are in line with projected budget.Monthly reporting.Assist business units with monthly closing, annual budget and quarterly forecastsTrack new business and backlog forecast and report via a rolling forecast.Tracking and reporting on Capital Expenditure commitments vs budgets...

IntroductionAFA require the expertise of a Draftworx or/and CaseWare Financial Statement Consultant to assist our clients in drafting their financial statements for submission to their auditors.Minimum qualifications: Studying towards a degree / diploma in accountingDesired qualifications: BCom (Finance, Accounts or Management) / BCom HonsMinimum experience:...

Company Description1.618 Advisory Services is a financial advisory based nationally and internationally. We have offices in the following areas: Randpark Ridge (HQ), Sandton, Midrand, Pretoria, KZN-Mount Edgecombe, Cape Town, Durbanville and Meyersdal where we are actively seeking to grow our team of seasoned independent financial advisors.Our mission is to...