Financial Planner

2 weeks ago

Pretoria, Gauteng, South Africa Nexus Employment Professionals Full time

Do you value your autonomy? Do you derive satisfaction in seeing others achieving their goals?

If you answer is YES to any of these questions, then be part of the change and join an Affiliate of a listed company as a Financial Advisor. With over 100 years of industry management experience that will be dedicated to your personal success no better platform is available in the market for new entrants.

The structured development path and mentorship program for new professionals in the industry will ensure your future success. They believe in creating financial freedom for all South Africans by partnering with clients through their life journey, uncovering their financial objectives, and then creating plans to fulfill them.

This opportunity offers an exciting opportunity start your own practice within the financial services industry.

Responsibilities:


•Contact clients to discuss their financial goals and offer them financial services.


•Design debt liquidation plans which consist of the time frame and priority of payoff


•Interact with clients to determine their financial objectives, earnings, and expenditure to design appropriate financial plan.


•Proffer recommendations on cash management, investment choice, and insurance coverage.


•Carry out assessments to determine the net worth and financial status of an individual or company.


•Conduct market research to obtain information useful in providing effective financial services.


•Handle client complaints and assist with the resolution of financial issues.


•Conduct review of clients' financial performance to determine the need for plan adjustment.


•Provide sales offers for financial products such as stocks, bonds, mutual funds, and insurance policies.


•Contact clients' creditors to arrange a payment plan suitable for both parties.


•Liaise with other client advisors such as attorneys, accountants, and investment bankers to fully understand client's financial objectives.


•Recommend or help clients select suitable investments.


•Conduct negotiations with product suppliers to reach favorable price bargain.


•Evaluate funds required to provide students grants for education.


•Organize seminars on financial planning topics such as retirement planning and investment.

Minimum Requirements:


•Grade 12 minimum, tertiary qualification will be advantageous.


•Clear credit record, with no criminal record


•A laptop and reliable car

Further to meeting all the minimum requirements, the following criteria would be essential:


•Entrepreneurial mind-set (must be able to work independently)


•Exceptional Interpersonal skills


•An establishment of client network


•Tenacity


•Effective planning, organizing and time management skills.

Benefits:


•Lucrative commission structure


•100% commission


•Petrol vouchers


•Mentorship program (Best succession rate)


•Build your own company.


•Tools and systems


•Excellent recognition (Monetary, Kruger rands, weekends away etc)


•Flexibility


•Great company culture

  • Financial Planner

    4 weeks ago

    Pretoria, Gauteng, South Africa EQ-FIN Full time

    Are you ready to start your career as a Financial Planner? We are looking for aspiring Financial Planners who are passionate about helping individuals and families achieve financial success. Join our dynamic team and help clients achieve their fina...Matric (Essential) BCom / Finance related degree (Desirable) 1-2 years working experience Own transport Valid...

  • Financial Planner

    2 months ago

    Pretoria, Gauteng, South Africa EQ-FIN Full time

    Are you ready to start your career as a Financial Planner? We are looking for aspiring Financial Planners who are passionate about helping individuals and families achieve financial success. Join our dynamic team and help clients achieve their fina...Matric (Essential) BCom / Finance related degree (Desirable) 1-2 years working experience Own transport Valid...

  • Senior Para-Planner – Certified Financial Planner Irene Centurion

    2 weeks ago

    Pretoria, Gauteng, South Africa Engineering Jobs Full time

    R20 000 > R Commission (excellent earning potential)Our client, looking to fill the role of Senior Para-Planner in their branch based in Irene, PretoriaPurpose of the role: To carry out the day-to day administrative, customer services, research and operational tasks and to provide Senior and Junior Planners with internal advice services:Research on...

  • Certified Financial Planner

    2 weeks ago

    Pretoria, Gauteng, South Africa Fempower Personnel Full time

    Join our client's dynamic team as a Senior Case Manager / Certified Financial Planner (CFP) / Senior Adjudicator and play a key role in driving the resolution of complaints within the organization. Reporting to the General Case Manager (Teams Resolution Manager), this position offers a stimulating work environment and an opportunity for professional...

  • Field Financial Advisor Pretoria

    2 weeks ago

    Pretoria, Gauteng, South Africa A1 Financial Services Full time

    Our position is aimed at individuals who are looking for better prospects and is based in and around Pretoria.Benefits Included: Basic Salary Medical Insurance Uncapped commission Performance bonus Workrelated incentives for top performers Minimum 12 months experience in a Financial Services / Insurance industry in a sales role Minimum 2 years field sales...

  • Personal Assistant to Financial Planners

    2 weeks ago

    Pretoria, Gauteng, South Africa HandPicked Recruitment Full time

    Please note: The salaries offered by our clients are determined in accordance with market standards, while considering the candidate's qualifications, skills, and level of experience. Lynnwood, Pretoria-East area The team comprises Receptionists, Administrators, and Client Care and Personal Assistants to Representatives as per the FAIS Act. Job's purpose: to...

  • Personal Assistant To Financial Planners

    2 weeks ago

    Pretoria, Gauteng, South Africa Handpicked Recruitment Full time

    Minimum Requirements:2+ years working experience within the same or similar role (insurance)Must have knowledge and experience working with FAIS ActKnowledge and/or experience working with Allan Gray, Ninety-One (previously Investec Asset Managers), Old Mutual Wealth, Portfolio Metrix (Discretionary Fund Manager), Sanlam Glacier, Stanlib, InvestmentsComputer...

  • Insurance/Wealth Planner

    2 weeks ago

    Pretoria, Gauteng, South Africa Liberty Full time

    For over 60 years, we at Liberty, have been in it with our clients. We were in it with you on your first day of work, right until the day you retired. For more than six decades, we've helped you dream of it, plan for it, deal with it. We've been in it with you. All of it. This role enables a driven and ambitious individual to become a trained Financial...

  • Financial Planner Pretoria Lynnwood

    2 weeks ago

    Pretoria, Gauteng, South Africa Sanlam Full time

    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 advisors to...

  • Maintenance Planner

    2 weeks ago

    Pretoria, Gauteng, South Africa Professional Sourcing Full time

    Job Overview:A renowned financial services group has an exciting opportunity for a Maintenance Planner to assist within their Engineering and Facilities Services divisions.Position Overview:The main purpose of this position is to perform day-to-day planning, scheduling and coordination (issue and follow through on work orders) within the Engineering and...

  • Financial Planner: Executive Wealth

    2 weeks ago

    Pretoria, Gauteng, South Africa Sanlam Limited Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert 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...

  • Financial Planner: Pretoria Is Lynnwood

    2 weeks ago

    Pretoria, Gauteng, South Africa Sanlam Limited Full time

    Press Tab to Move to Skip to Content Link 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...

  • Financial Planner: Pretoria IS Lynnwood

    2 weeks ago

    Pretoria, Gauteng, South Africa Sanlam Full time

    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...

  • Financial Planner

    2 weeks ago

    Pretoria, Gauteng, South Africa IWCP Full time

    Become an Ambassador to market our wide range of innovative and market leading products. We offer a 100% commission with lucrative rewards and recognition.DUTIES AND RESPONSIBILITIES: Source clients through networking and referral initiatives. Build long lasting relationships with clients through excellent ongoing client services Give objective professional...

  • Compliance Officer

    2 weeks ago

    Pretoria, Gauteng, South Africa Ca Financial Appointments Full time

    My client is currently recruiting for a Category II Compliance Officer positionReporting to the Head:Compliance. You will overall be responsible for the implementation of relevant legislation regulations and to drive quality assurance and compliance adherence in the Adviser offices (long- and short-term assurance, collective investments and...

  • Avbob Financial Advisor

    2 weeks ago

    Pretoria, Gauteng, South Africa Truesure Intermediary Services Full time

    We are looking Experienced Financial Advisor to sell Avbob life Policies.Own transportGood PlannerGood Networking skillsOpportunity for growthEducation: High School (matric) (preferred)Expected Start Date: 2023/07/17

  • Insurance Advisor Pretoria

    2 weeks ago

    Pretoria, Gauteng, South Africa A1 Financial Services Full time

    Our position is aimed at individuals who are looking for better prospects and is based in and around Pretoria.Benefits Included: Basic Salary Medical Insurance Uncapped commission Performance bonus Workrelated incentives for top performers Minimum 12 months experience in a Financial Services / Insurance industry in a sales role Minimum 2 years field sales...

  • Liberty is Recruiting Sales Advisors

    2 weeks ago

    Pretoria, Gauteng, South Africa Liberty Financial Advisers Full time

    Liberty is Hiring We are expanding our Sales force We at Liberty are driven by a purpose: we want to secure the future dreams, aspirations and plans everyone has for themselves and their loved ones. We are looking for Financial Planners / Advisors... On-going business development support by a network of proficient professionals committed to helping you...

  • Liberty is Recruiting Sales Advisors

    4 weeks ago

    Pretoria, Gauteng, South Africa Liberty Financial Advisers Full time

    Liberty is Hiring We are expanding our Sales force We at Liberty are driven by a purpose: we want to secure the future dreams, aspirations and plans everyone has for themselves and their loved ones. We are looking for Financial Planners / Advisors... On-going business development support by a network of proficient professionals committed to helping you...

  • Financial Advisors

    2 weeks ago

    Pretoria, Gauteng, South Africa Engage Recruit Full time

    Financial Advisor - Exciting Opportunity! Are you passionate about helping individuals achieve their financial goals? We have an exciting opportunity available for a Financial Advisor in various locations across South Africa such as Western Cape, Eastern Cape, Gauteng, Pretoria, Free State, Polokwane, and KZN. Starting Date: Actively Seeking - ongoing...