Senior Financial Advisor

We require financial advisors with RE5 accreditation, and sales experience within the Insurance industry. The successful incumbent will offer information to clients to help them better understand cover varieties on offer and ensure they are offered the best cover to suit their respective needs.Key Duties, but not limited to:Ensure all clients have a good...

Cape Town, South Africa | Posted on 04/02/2024 Origin Financial is one of the biggest IFA's in theSouth African market. We specialise in customized solutions and advice,tailored to each individual client's financial life cycle.We present a significant opportunity for experiencedfinancial advisors to grow and secure their financial practice in ourorganization...

LOOKING FOR QUALIFIED FINANCIAL ADVISORS - CAPE TOWN AREAWe want high-achievers, collaborators, people-orientated advisors with entrepreneurial drive.Great value propositions. Training allowance of R50,000. Basic salary negotiable. Easy on-line training. Continuous in-house support. Above average commission split.Minimum requirements: RE5 Certificate 2 years...

Role Overview: The Financial Advisor markets insurance products and services to new and existing clients telephonically or by client appointmentsRequirements:Matric / Grade 1- Non negotiable Valid driver's license and own vehicle - AdvantageousClear Credit and Criminal Record6-12 Months sales experience Outbound / Inbound experienceGood verbal and written...

Role Overview:The Financial Advisor markets insurance products and services to new and existing clients telephonically or by client appointments. Requirements:Matric / Grade 1- Non negotiable Valid driver's license and own vehicle - AdvantageousClear Credit and Criminal Record6-12 Months sales experience Outbound / Inbound experienceGood verbal and written...

Senior Financial AccountantPosition Summary:TheSenior Financial Accountantwill be responsible for overseeing all financial accounting operations of the company, ensuring compliance with accounting regulations and standards, and providing accurate and timely financial information to senior management. This individual will also be responsible for leading a...

RPO's client, a leading financial services firm, is seeking a seasoned Senior Financial Advisor to join their team. The ideal candidate will bring a wealth of experience, impeccable presentation skills, and a proven track record in financial planning and advisory services.Responsibilities:Provide comprehensive financial planning and investment advisory...

Cape TownFinancial Advisors requiredOwn laptopSmart phoneAccess to a stable WiFi Network4. 2 Years Sales experienceMatric CertificateTeam Leaders with experience highly advantagesBenefits offeredKey IndividualQualified - RE1 + RE52. 1 Year experienceCOB - Longterm and Short-TermSubcategories: A,B and C + Short-Term InsuranceHealt/ Medical-Aid an...

Senior Financial Advisor (Managerial role)Salary: 40 -45k and CommissionBackgroundThe main purpose of this position is to support the group sales strategy and business plan by growing and retaining allocated portfolio business through dynamic customer relationship management. Grow new and existing portfolio within target markets and achieve desired...

Senior Financial Advisor, W CapeEntrepreneurial Bank seeks driven indiv. Be instrumental in acquiring and managing a portfolio of High-Net-worth clients in the Western Cape region. Exciting career opportunity to build a book of Wealth clients.***Main Responsibilities Generate business and build a strong book of clients. Manage a portfolio of High-NetWorth...

Cape Town, South Africa | Posted on 03/06/2024 We are seeking a dynamic and results-driven Short-Term Advisor to join our team. The Short-Term Advisor will be responsible for managing and expanding our client base in a sustainable and profitable, and ethical manner.Duties and Responsibilities:The role of Short-Term Advisor is divided into Categories of...

We require financial advisors with RE5 accreditation, sales experience within the Insurance industry. The successful incumbent will offer information to clients to help them better understand cover varieties on offer, and ensure they are offered the best cover to suit their respective needs.Key Duties, but not limited to:Ensure all clients have a good...

Legal AdvisorCompetitive Salary PackageCape TownAs a Legal Advisor this role is part of the Legal Team providing primary support to the Transactions Team which is responsible for taking renewable energy projects from Preferred Bidder status to Financial Close and for the Project to be ready to start construction. The role reports into the Senior Legal...

Job description Our client requires financial advisors with RE5 accreditation, sales experience within the Insurance industry. The successful incumbent will offer information to clients to help them better understand cover varieties on offer, and ensure they are offered the best cover to suit their respective needs.Key Duties, but not limited to: Ensure all...

RPO Recruitment is currently seeking a motivated and experienced Financial Advisor to join our client's team. As a Financial Advisor, you will be responsible for providing financial guidance and recommendations to our clients. You will assess their financial situations, understand their goals and objectives, and develop personalized financial plans to help...

Financial AdvisorsIntroductionOur client is looking for qualified Financial Advisors around SA to join their team.You can be based anywhere in SA and work remotely.These roles are permanent.Salary: R12 500 stipend for the first 2 months during which you will be trained.The stipend can continue after month 2 but then commission earnings will be lower.Minimum...

ob descriptionRisk Free Solutions, an Old Mutual Agency franchise, is a trusted financial services provider that offers advisors the tools and support needed to succeed in building their practices. As a franchisee, you will be able to work for yourself while also benefiting from hands-on guidance and support, all backed by Old Mutual's reputation as South...

Financial AdvisorQualifications & Requirements Qualified B.Com/CA/BSc; CFP will be advantageous. FAIS Compliant (NQF level 5 and with adequate unit standards to qualify for FSB registration as representative as defined in the FAIS act). 2+ years experience in the financial services industry. Education or background experience to include tax training. Have an...

Old Mutual Agency Franchise: recruiting Qualified Financial Advisors in Cape Town / Overberg AreaJoin our dynamic team of passionate individualsWe want high-achievers, collaborators, self motivated, people-orientated advisors with entrepreneurial drive and eager to make positive changes to clients lives.Requirements: Grade 12 Certificate Excellent...

Location: Cape TownSalary: Market RelatedAbout the Role:Opportunity available for a Financial Advisor to join one of South African's leading, established and successful Financial Service Providers specialising in Insurance and Investments.Requirements:1+ years' experience as a Financial AdvisorDOFA date with the FSCA or RE5 CertificateMatricValid Driver's...