Financial Advisor

Being a Financial Advisor/Broker is not a job but a long term noble profession. It is about providing your clients with financial security and building a long-term relationship with them. We are a well established Financial Instituition looking at appointing 20 motivated individuals in the Old Mutual, Metropolitan, Sanlam, Avbob space.Minimum Requirements:...

Currently hiring for interested and enthusiastic agents/ financial advisors that has prior experience in sales.The position will require you to market insurance to clients and selling funeral policies.Salary : Commission based only.Requirements : Matric, Regulatory examinations ( advantageous) and previous working experience in financial services industry.If...

ROLES AND RESPONSIBILITIES:1.618 ParaplannerStaying 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 gatheredQualifications required: RE exams...

Who are we?Sanlam, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent Advisors, all dedicated to meet the financial needs of our clients.Our vision:We aspire...

Retirement Fund Specialist (In-Fund Counsellor)Our client is looking for a Fund Specialist that has experience in the Financial Services Industry with the focus on Financial Planning in the Local Authority Retirement Fund environment.Responsibilities Interact with clients directly or over the telephone. Gather clients information to complete the financial...

The overall purpose of the roleThe incumbent will be responsible for providing advice and addressing the diverse and complex needs of a variety of business units in SC on technical matters that the Legal team is tasked with. Acts as counsel on issues involving company compliance with the most complex governmental and regulatory standards. Reviews legal...

Report WriterOur client that is looking for a Report Writer to assist financial advisors in the structuring of proposals.Responsibilities Coordinate and implement paraplanning processes and procedures Evaluate products that is appropriate to structure equitable proposals for financial clients Manage all paraplanning related tasks Assist with development and...

Wealth ManagerOur client is looking for a Wealth Manager to assist the financial advisors.Responsibilities Maintain relationship with clients and prepare their annual reviews Assist clients with advice when needed Propose portfolio amendments when needed Review clients investments annually and when needed Staying informed with industry development Present...

Who are we?The Retail Affluent (RA) cluster is responsible for Sanlam's retail business in South Africa. RA provides clients across different market segments (entry-level, middle-income, affluent, professional market and business owners) with a comprehensive range of appropriate and competitive financial solutions. These include traditional life insurance...

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...

A financial planning group requires a Paraplanner to assist Financial Advisors with clients' Financial Planning, Investment and Retirement Proposals. The role requires the employee to gather client information, financial planning analysis, prepare client reports and assist in managing the client review process.DUTIES WILL INCLUDE, BUT ARE NOT LIMITED...

Job descriptionOur company is currently seeking vibrant, target driven call centre agents for our Debt Review company.Requirements: Min of Grade 12/ Matric Certificate. 1 year telemarketing/ sales experience. Experience in a financial institution advantage. Must have a clear command of English / Afrikaans. Ability to speak more than one South African...

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...

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...

Retirement Benefit CounsellorOur client based in Bellville is looking for a Retirement Benefit Counsellor. Your Primary role is to assist individuals in planning and understanding their retirement benefits. You will provide guidance and advice on various retirement plans, investment options, and financial strategies.Responsibilities: Interact with Retirement...

Retirement Benefit CounsellorOur client based in Bellville is looking for a Retirement Benefit Counsellor. Your Primary role is to assist individuals in planning and understanding their retirement benefits. You will provide guidance and advice on various retirement plans, investment options, and financial strategies.Responsibilities: Interact with Retirement...

Who are we?The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial...

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 deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, accumulation, and overall protection tactics...

Who are we?The Sanlam Retail Affluent business (SRA) is dedicated to empowering South Africans in the middle- and upper-income segments to be financially confident, secure, and prosperous. With deep client understanding and a focus on excellence in technology and client & intermediary experiences, SRA delivers financial solutions including comprehensive...

Who are we?SanlamConnect is dedicated to supporting, growing, and empowering clients with affordable, easy, and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients.Our Vision:We...