Investment Advisor

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 / Financial Consultant, responsible for providing businesses and individuals with sound advice regarding their financial planning and investments. The duties include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize profitability...

A financial planning group is looking for a results-driven Financial Advisor to be responsible for providing financial advice to clients on retirement planning, investing for the future, saving for education, and life insurance protection. The Insurance Advisor will generate leads, meet with clients, complete a financial needs analysis, and present them with...

Purpose of Role:E Squared Investments is seeking an experienced Head of Investments (HoI) to lead and drive the success of our core investment programmes. Empower responsible entrepreneurs to become catalysts for economic development, transformation, and social upliftment in South Africa.The HoI will play a pivotal role in shaping the future of E Squared...

Personal Financial Advisor page is loaded Personal Financial Advisor Apply locations Johannesburg time type Full time posted on Posted Yesterday job requisition id R8336 Job DescriptionTo provide appropriate risk and investment advice for Clients through virtual channels. Adhering to FAIS Compliance requirements. Adhering to the FirstRand Product Matrix and...

Company Description1.618 Advisory Services is a financial advisory based nationally and internationally. We have offices in the following areas: Randpark Ridge (HQ), Sandton, Midrand, Pretoria, KZN-Mount Edgecombe, Cape Town, Durbanville and Meyersdal where we are actively seeking to grow our team of seasoned independent financial advisors.Our mission is to...

Our client is seeking career driven individuals with an established network/portfolio to join their thriving Wealth Management team in Johannesburg. Candidates from Carrick Wealth, Brite Advisors, Sable International, Holborn Assets, St James Global and others are welcome to discretely inquireOur client is ever expanding and they are looking for individuals...

The Financial Advisor will be responsible for conducting financial needs analysisfor both Life and Investment planning needs, utilize extensive expertise toprovide financial advice to customers, grow client base and prospecting of newclients.

Personal Financial Advisor page is loaded Personal Financial Advisor Apply locations Johannesburg time type Full time posted on Posted 4 Days Ago job requisition id R8336 Job DescriptionTo provide appropriate risk and investment advice for Clients through virtual channels. Adhering to FAIS Compliance requirements. Adhering to the FirstRand Product Matrix and...

Job DescriptionTo provide legal solutions to complex legal and business challenges to mitigate against legal risk and partner with the business on the implementation of policies to comply with legal and regulatory requirements and business processesProvides guidance and management to more junior legal advisorsHello Future Legal AdvisorWelcome to FNB, the...

Senior Legal Advisor - Commercial Permanent Tea00016 Legal Gauteng, JHB Northern Suburbs- (Negotiable) Our client, an investment company are looking to appoint a Senior Legal Advisor with experience in Commercial Law.Experience required Minimum 5 years' post articles experience in a similar environment i.e. Private Equity, Corporate finance, Management...

Job Advert Summary:To provide investment business with technical marketing and distribution support. Implement, and maintain a holistic marketing and communications strategy for all stakeholders and distribution channels. Work closely with Product development, Investments and Sales to grow the business footprint and market presence, by creating relevant...

Wealth AdvisorBoutique Financial Advisory business seeks client-centric person, with an entrepreneurial mindset. Be instrumental in acquiring and managing a portfolio of High Net Worth clients. Manage Wealth and Financial planning aspects. Run your own practice in the business. Exciting career opportunity.***Main Responsibilities Acquire new clients by...

Job purposeResponsible for leadership and oversight of all elements of the Investment function, which comprises a team of 10-12 deal makers that are required to deploy over R200m per year across 5 funds and 10-20 transactions. Accountable for working with Fund Owners to develop realistic deployment objectives, managing team capacity and allocation, guiding...

Our client, an investment company are looking to appoint a Senior Legal Advisor with experience in Litigation, who will join the Legal Services team on a fixed-term contract.The purpose of this role is to provide sound legal support to post-investment monitoring of investments where there are emerging defaults on loan servicing.Active involvement in deal...

Associate Investment OfficerJob #:- req26555Organization: IFCSector: InvestmentGrade: GFTerm Duration: 3 years 0 monthsRecruitment Type: Local RecruitmentLocation: Johannesburg,South AfricaRequired Language(s): EnglishPreferred Language(s):Closing Date: 3/22/2024 (MM/DD/YYYY) at 11:59pm UTCDescriptionDuties and Accountabilities:The Associate Investment...

Job #:- req26624Organization: IFCSector: InfrastructureGrade: GGTerm Duration: 3 years 0 monthsRecruitment Type: International RecruitmentLocation: Johannesburg,South Africa; Maputo,MozambiqueRequired Language(s): EnglishPreferred Language(s): Portuguese, FrenchClosing Date: 3/26/2024 (MM/DD/YYYY) at 11:59pm UTCDescriptionDuties and Accountabilities: Play a...

Company is looking for experienced life and investment financial advisors to be based in Durban. 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 and client retention mechanismsü Telephony services, i.e. internet,...

Internal Advisor Para planner. R R30 000 pmSALESFollow 6 steps in Financial Planning including Needs Analysis. Interact with clients diligently and fairly. Advice on Life,Investments,Retirement products with a view to upgrades. Maintain a minimum UPGRADE target of - per monthAssist with downgrades if required and only if necessaryAssist with marketing...

Prestigious boutique investment management firm has an exciting opportunity in their operations team for a young, super organised and dynamic professional with strong accountability and the ability to deal directly with very wealthy and sophisticated clients. The role will involve the entire client onboarding process, managing operations, ensuring regulatory...