Financial Advisor

2 weeks ago

Cape Town, Western Cape, South Africa Oasis Group Holdings Pty Ltd. Full time

Financial Advisor

Qualifications & 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 understanding of Collective Investment Schemes, Retail Retirement Fund Industry and Wealth Management.
  • Expert on Microsoft Office (Word, Excel, Outlook, PowerPoint).
  • Proven sales track record and notable accolades.
  • History of building strong relationships.
  • Educational or experience background to include tax training.
  • Drivers license required and should be willing to travel.

Responsibilities

  • To generate leads, set up appointments, meet clients and close the deal.
  • Service existing clients and will be expected to travel regularly.
  • To prepare and present a recommendation or solution to the client, implement, review and monitor on an ongoing basis.
  • To obtain all necessary documentation (FICA documentation).
  • To ensure all associated administration is completed in an effective manner to meet the group's compliance and regulatory requirements.
  • To assist with ad hoc marketing drives in your region.
  • To effectively service your clients that may be in other centres limited traveling may be required.
  • Flexibility is required as clients from time to time request consultations outside of normal office hours.

Advisory Support

Qualifications & Requirements

  • Qualified B.Com degree.
  • 13 years experience in administration function.
  • Excellent communication skills, both written and verbal.
  • Excellent administration skills
  • Should be systematic, logical and highly organized

Responsibilities

  • Monitor Mailboxes and fax messages.
  • Ensure that all queries are resolved timeously by keeping a log of the queries received, transferring them to the right person(S) and following up to ensure that they are resolved.
  • Managing incoming calls of financial advisors when out of office.
  • Diary Management for Senior consultants.
  • Manage the database of birth date information of clients and ensure that the birthday cards are delivered promptly.
  • Ensure all client information is updated on the database.
  • Ensure client lists are maintained.

  • Financial Advisor

    2 weeks ago

    Cape Town, Western Cape, South Africa Financial Wealth Holdings Full time

    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...

  • Financial Advisor

    2 weeks ago

    Cape Town, Western Cape, South Africa Origin Financial Group Full time

    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...

  • Financial Advisor

    2 weeks ago

    Cape Town, Western Cape, South Africa Infinitum Financial Solutions Full time

    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...

  • Financial Advisor

    2 weeks ago

    Cape Town, Western Cape, South Africa Beech Financial Solutions Full time

    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...

  • Financial Advisor

    2 weeks ago

    Cape Town, Western Cape, South Africa Beech Financial Solutions Full time

    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...

  • Financial Advisors and Key Individual

    2 weeks ago

    Cape Town, Western Cape, South Africa IWI FINANCIAL SERVICES Full time

    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...

  • Short-Term Financial Advisor

    2 weeks ago

    Cape Town, Western Cape, South Africa Origin Financial Group Full time

    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...

  • Financial Advisor

    2 weeks ago

    Cape Town, Western Cape, South Africa Assured Life Full time

    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...

  • Financial Advisors

    2 weeks ago

    Cape Town, Western Cape, South Africa RMV Solutions Pty Ltd Full time

    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...

  • Financial Advisor

    2 weeks ago

    Cape Town, Western Cape, South Africa RPO Recruitment Full time

    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 Advisors

    2 weeks ago

    Cape Town, Western Cape, South Africa Zeal HR Full time

    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...

  • Financial Advisor

    2 weeks ago

    Cape Town, Western Cape, South Africa Risk Free Solutions Full time

    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 Advisor

    2 weeks ago

    Cape Town, Western Cape, South Africa Infinitum Finiancial Solutions Full time

    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...

  • Financial Advisor

    2 weeks ago

    Cape Town, Western Cape, South Africa Megan Frg Consulting Full time

    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...

  • Associate Financial Advisor

    2 weeks ago

    Cape Town, Western Cape, South Africa Old Mutual Life Assurance Company (Sa) Ltd (Pfa) Full time

    Associate Financial Advisor (Bellville) page is loaded Associate Financial Advisor (Bellville) Apply locations Cape Town time type Full time posted on Posted 2 Days Ago job requisition id JR-50292 Let's Write Africa's Story Together Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Aspires to be a Financial...

  • Financial Advisor

    2 months ago

    Cape Town, Western Cape, South Africa Jobking Full time

    Department: AdministrationSector: Financial Services, Asset ManagerSalary: Market relatedA well-known Asset Manager based in CPT is looking for a Financial Assistant to join their Administration team. The successful candidate will be responsible for delivering exceptional Administration Support to Financial Advisers, in their goal to secure new Clients and...

  • Financial Advisor

    2 weeks ago

    Cape Town, Western Cape, South Africa ML3 Full time

    Positions available for Energetic & Driven Financial Advisors to promote and sell insurance products to the Mass Emerging Market on a individual and group basis. Previous Sales experience advantageous. Matric, Clear credit and Criminal record. Remuneration is commission based with added benefits to qualifying candidates.

  • Commissioned Financial Advisor

    2 weeks ago

    Cape Town, Western Cape, South Africa Old Mutual Limited Full time

    Commissioned Financial Advisor (Water Front ) page is loaded Commissioned Financial Advisor (Water Front ) Apply locations Cape Town time type Full time posted on Posted Yesterday job requisition id JR-50291 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...

  • Financial Advisor

    2 weeks ago

    Cape Town, Western Cape, South Africa SureX Full time

    Job Overview:Date Posted: Posted 22 hours ago-Location: Cape Town, Western Cape-Job Title: Financial Advisor-Education Level: High School / Matric-Job Level: Junior-Minimum Experience: 0 - 1 YearsFinancial Advisor position available in Cape Town:We are a leading financial services company committed to providing top-notch wealth management and protection...

  • Financial Advisors

    2 weeks ago

    Cape Town, Western Cape, South Africa CareerCare-SA Full time

    Our client based in the Insurace/Financial Sector requires Financial Advisors.Offices are in Irene, Alberton and Tygervalley.You must be money hungry and put the client's needs first. Desired Expereince & Qualifications :•Matric/Grade 12•RE5 •NQF5-Wealth Management/Financial Planning plus experience in the Insurance Industry. This position is office...