Wealth Advisor

As a Financial Advisor, you've built a career based on your skills, training, and reputation. But, now it's time to elevate your career and join a team of reputable Financial Advisor's at one of South Africa's largest financial services companies.Authorised Sanlam Franchise, Lonfin Wealth BlueStar which is one of the leading BlueStar Franchise's nationally,...

Job DescriptionTo deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.Hello future Private Wealth Advisor - DurbanWelcome to FNB, the...

About UsTrident Wealth Management is one of the largest and fastest growing franchise of Old Mutual Life Assurance Ltd. Our success and growth is largely due to our focus and dedication on attracting and retaining the right calibre of financial advisors. We are the trusted partner to a number of large entities, societies and municipalities throughout South...

The Wealth Network, a dynamic team and a juristic representative of Discovery is seeking an innovative Paraplanner. We are not just in search of experience; we are looking for a strategic thinker who excels in the meticulous administration of client portfolios and thrives on enhancing our service delivery through proactive client management and operational...

Job Advert Summary:The purpose of this role within our young Wealth Advisory is to build and create a book of Wealth Clients through discovery of a client's personal needs, goals and aspirations & risk management profile. Service and maintain an intimate relationship with the wealth client, family and business partners throughout the client's financial life...

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 advisors to be based in...

Skyrocket your careers as a Financial advisor.Requirements: Matric Drivers license Reliable vehicle Clear credit score and no criminal record.Benefits: Groundbreaking training on sales, mindset and financial planning. A chance to build true wealth and a 100% commision structure.Job Types: Full-time, PermanentPay: Up to R50 000,00 per...

We're looking a dynamic and energetic Sales Advisor to join a well established FSP in Umhlanga.Requirements: Grade 1 RE 1 & RE 2 years relevant experience in insurance sales Certificate or Diploma in Financial Planning / Wealth Management Knowledge of Shariah compliant products advantageous Own vehicle and valid drivers license Numerical ability Proficient...

My client offering this position in South Africa is a very reputable financial planning and investment management brokerage at the top of their sport. They specialise in helping South African professionals, and provide financial solutions for those keen to plan for their financial futures. They pride ourselves on the quality of advice delivered by highly...

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 executive sales financial planners...

Business Description:Sanlam 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 planners to be...

Department & Region: Kwa-Zulu Natal / Gauteng Company is looking for experienced life and investment financial advisors to be based in its Kwa-Zulu Natal / Gauteng. 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...

To find out more, click Apply or head on over to Crayon to review the full spec and you'll roleIn your role as an experienced Wealth Manager, you will effectively plan and manage leads while interacting with potential businesses and professionals in order to achieve both the company's goals and objectives as well as your own. You will provide bespoke...

Job DescriptionTo assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder...

We are looking for experienced financial adviser to join our teamResponsibilities:To grow and service client baseProvide financial planning support to clientsPrepare financial plans and check their accuracyQualifications & requirements:RE5 QualificationMinimum 120 Credits in Finance or related field( or studying towards this)Minimum 2 years of experience as...

This leading Asset Manager is looking for a Junior Financial Advisor to join their team. You will need to contribute to the overall profitability of the business by assisting advisory partners with the supporting documentations and compliance requirements of existing and new clients. Ensuring a good knowledge of the administrative systems to secure new...

Role PurposeTo serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to high income clients, with a focus on investments.Qualifications and Experience Minimum Qualification: Relevant Degree in Investment or Economics. Certified Financial Planner. Experience: 3 to 5 years'...

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 serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to high income clients,...

We are looking for Experienced, dynamic, high performing individuals residing in Durban to join our team of Financial Advisors in the affluent market.Remuneration and Benefits:% Commission split Vesting Bonuses for the first 2 years Training allowance over first 3 months Performance Bonus (13th cheque) in December Technology Loan if required (interest free)...

Purpose Of RoleThe Assistant is required to support the Financial Planning team in providing high levels of client services to our clients, as well as to the Region as a whole.The incumbent takes responsibility for overseeing the administrative, operations and client services support to the advisers and is the liaison person between the practice and the...