Financial Adviser

2 weeks ago


Johannesburg, Gauteng, South Africa Fokus Personnel CC Full time
Our client based in Sydney, Australia is looking to appoint Qualified South Africans within the Financial Services Sector.

12 Month in-service mentorship while staying in SA, with emigration assistance there after.


To become part of a premier general insurance broker network and notable ASX top 100 company, we encourage you to apply.

-
Position Summary:

  • As a Risk Adviser / Financial Adviser, you are responsible for providing comprehensive, compliant and ethical advice whilst meeting the specific needs of our clients and helping them secure their financial wellbeing not only when they join the business, but throughout their client tenure.
  • Your responsibilities encompass generating new business, ensuring client retention, and building robust referral partner networks
-
Skills and Qualifications:

  • BCom Financial Planning / Higher Certificate in Financial Planning / other suitable Qualification


Regulatory Examination
  • FAIS
  • FICA
  • Proven experience in Life Insurance advice and a successful track record of exceeding targets
  • Strong knowledge of Life Insurance products, underwriting guidelines, and industry regulations
  • Excellent communication, interpersonal, and negotiation skills
  • Proficiency in using relevant software and tools for financial planning and customer relationship management
-
Key Responsibilities:

  • Providing quality advice
  • New business generation
  • Client Retention
  • Managing referral partner relationships
  • Individual Contribution
  • Team Contribution
-
Please Note:

Education:

  • Bachelors (required)


  • Johannesburg, Gauteng, South Africa Smollan Financial Services Full time

    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...

  • Financial Adviser

    2 weeks ago


    Johannesburg, Gauteng, South Africa Nexus Independent Full time

    We are looking for Entrepreneurial individuals who are interested in building a practice as a Financial Adviser. Full training and development provided; a financial degree is an advantage. Applicants must have a genuine interest in the well-being of clients and their families.This is a rewarding career for the right personThis position is open to SA citizens...

  • Financial Adviser

    2 weeks ago


    Johannesburg, Gauteng, South Africa Phoenix Wealth Full time

    A Financial Services brokerage requires Financial AdvisersAttract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.We are looking for self-motivated and...


  • Johannesburg, Gauteng, South Africa Berghshire Wealth Full time

    AN OPPORTUNITY FOR A CAREER WITH THE NUMBER 1SANLAM BLUESTAR FRANCHISE IN THE COUNTRY :BERGHSHIRE BLUESTAROUR VALUE IS THE BEST IN THE MARKET : A PROPOSITION WHICH REWARDS YOU WITH ADDITIONAL INCOME APART FROM COMMISSION TO FINALLY HAVE A CAREER YOU STRIVE TO BE SUCCESSFUL IN.WE OFFER Choice of different Sanlam adviser contracts Vesting Bonuses for the first...


  • Johannesburg, Gauteng, South Africa Old Mutual Full time

    Let's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Aspires to be a Financial AdvisorWe are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.The role at a glance is about championing...

  • Virtual Adviser

    2 weeks ago


    Johannesburg, Gauteng, South Africa Absa Bank Limited Full time

    Bring your possibility to life Define your career with us With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job SummaryProvide...


  • Johannesburg, Gauteng, South Africa Jobking Full time

    Employer: EQ-FIN EQ-FIN is one of Liberty's leading Premiere National distribution partners. We have recently developed a new business model and teamed with new business partners to create a stronger foundation for our consultants to ensure their success in the industry as a Financial Planner.While working with us, you will undergo thorough training and...


  • Johannesburg, Gauteng, South Africa Jobking Full time

    Employer: EQ-FIN EQ-FIN is one of Liberty's leading Premiere National distribution partners. We have recently developed a new business model and teamed with new business partners to create a stronger foundation for our consultants to ensure their success in the industry as a Financial Planner.While working with us, you will undergo thorough training and...


  • Johannesburg, Gauteng, South Africa The Recruitment Council Full time

    Be part of this leading Financial Services company that is founded on personal service, lifelong relationships with clients, trust and transparency as a Employee Benefits Adviser Assistant, where you will be responsible for administration, interacting with clients by managing relationships and providing client services.Responsibilities: Advise clients on...


  • Johannesburg, Gauteng, South Africa The Recruitment Council Full time

    Job description:This is an incredible opportunity to join a leading financial services group, the successful individual will be a Internal Commercial insurance Adviser who will be responsible for writing new business and maintaining a book of existing clients.Responsibilities: Manage policy renewals Sourcing new business Handle and solve client enquiries...

  • Financial Advisor

    2 weeks ago


    Johannesburg, Gauteng, South Africa Lakwema Consulting Full time

    Purpose:The role of a financial adviser is one that demands utmost professionalism, integrity and a customer-centric approach. An accredited financial adviser commands the respect and trust of those customers who are entrusting their and their families financial futures to them. The role calls for formal in-house training, the completion of the prescribed...

  • Financial Adviser

    2 weeks ago


    Johannesburg, Gauteng, South Africa Mzansi Family Life (Pty) Ltd Full time

    Responsibilities Prospecting, calling and approaching all government institutions i.e. schools, SAPS, hospitals, clinics etc and propose Life insurance products to the employees. Provide life insurance policy consolidation services to the government employees in order to save them money. Achieve the set required sales target per week. Compile weekly and...


  • Johannesburg, Gauteng, South Africa Absa Bank Limited Full time

    Bring your possibility to life Define your career with us With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job SummaryTo provide...

  • Financial Advisor

    2 weeks ago


    Johannesburg, Gauteng, South Africa Prestige IFA Jobs Full time

    My client 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 qualified and exceptional...

  • Financial Advisor

    2 weeks ago


    Johannesburg, Gauteng, South Africa Morebo Full time

    Experienced Financial Adviser PositionMorebo is seeking a dedicated and experienced Financial Adviser to join our dynamic team. This role is pivotal in providing comprehensive financial and estate planning services to our clients, utilizing cutting-edge tools such as Elite Wealth (or similar) for Financial Needs Analysis software.Key Responsibilities:...


  • Johannesburg, Gauteng, South Africa Old Mutual Life Assurance Company (Sa) Ltd (Pfa) Full time

    Commissioned Financial Advisor page is loaded Commissioned Financial Advisor Apply locations Johannesburg time type Full time posted on Posted 9 Days Ago job requisition id JR-51681 Let's Write Africa's Story Together Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. We are looking for self-motivated and dynamic...

  • Financial Advisor

    2 weeks ago


    Johannesburg, Gauteng, South Africa Nexus Employment Professionals Full time

    Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan. Answering client questions about financial plans and strategies and giving financial advice. Advising strategies for clients in insurance coverage, investment planning, cash...

  • Financial Manager

    2 weeks ago


    Johannesburg, Gauteng, South Africa Network Recruitment Full time

    Job & Company Description:My client leads economic development advising for renewable energy and mining stakeholders. they streamline compliance, enabling focus on core business while partnering with regulators, corporations, and communities for sustainable change. My client's services encompass strategic advisory, bid support, compliance monitoring, trusts...


  • Johannesburg, Gauteng, South Africa National Risk Managers (Pty) Ltd Full time

    A Medical Insurance Company based in Benoni, Gauteng is looking for a Chief Financial Officer.As a Chief Financial Officer, you will play a pivotal role in providing strategic financialinsights, deliver on financial objectives to achieve the return on investments for the company.The CFO will provide required leadership to the Finance team, develop investment...

  • Financial Manager

    2 weeks ago


    Johannesburg, Gauteng, South Africa Network Recruitment Full time

    Job & Company Description: My client leads economic development advising for renewable energy and mining stakeholders. They streamline compliance, enabling focus on core business while partnering with regulators, corporations, and communities for sustainable change. My client's services encompass strategic advisory, bid support, compliance monitoring, trust...