Financial Advisor

3 months ago


Durban, South Africa Micah Govender Developments Full time

Business Description:

Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs.

Company is looking for experienced life and investment financial advisors to be based in its Kwa-Zulu Natal.

Company offers the following:

  • Provision of office space and full infrastructure for financial advisors
  • Full suite of administration services, i.e. new business finalisation, client services and client retention mechanisms
  • Telephony services, i.e. internet, email, telephone, voice logging, secure storage of data, full suite of Microsoft access
  • Access to business coaching and client advice support
  • Assistance with practice management
  • Training support, i.e. technical and soft skills training
  • Access to an effective lead generation systems and training
  • Support with succession planning
  • Support with unlocking of equity from adviser practices

Output/Core Tasks:

  • Establish long-term relationships with clients
  • Financial planning for clients
  • Focus on identifying client needs and then offer suitable financial solutions
  • Provide excellent service orientation and frequent contact with clients

Requirements:

  • Matric or NQF4 equivalent certification (Essential)
  • Tertiary Certificate and or Degree (Essential)
  • Financial qualification and or RE5 accredited (Beneficial)
  • Drivers license with own vehicle (Essential)
  • Sales Experience and Skills (Essential)
  • 1 year financial industry experience (Beneficial)
  • Latest 6 Months commissions statements (Beneficial)

Remuneration and benefits:

  • Choice of different Sanlam adviser contracts
  • Up to 90% - 100% commission (1x Sales can equate up to R10,000-R15000 commissions T&Cs apply)
  • Vesting Bonuses for the first 2 years
  • Performance Bonus (13th cheque) in December
  • Assistance with the purchase of technology equipment
  • Membership of Pension Funds and Group Life Schemes
  • Initial and ongoing training via Sanlams Academy
  • Support with industry related qualifications
  • Access to mobile nurses and doctors for client medicals
  • Access to Sales Consultants who can assist with client projects, database segmentation, product advice etc.
  • Access to product specialists i.e. risk, savings, investments, private wealth, loyalty programs etc.
  • Compliance support
  • Marketing support
  • Access to Legal advisors
  • Financial planning tools
  • Allowances and Salaries offered for Advisors available (T&Cs apply)

  • Finacial Advisor

    6 months ago


    Durban, South Africa GDS Financial Advisor Services Full time

    We are seeking a Financial Advisors to join our group of insurance brokers. As a Financial Advisor, you will be responsible for providing financial advice to theirclients. You will help clients plan and achieve their financial goals by assessing their financial situation and recommending products and services that meet their needs. You will be expected to...


  • Durban, KwaZulu-Natal, South Africa LCI Financial Services Full time

    About UsLCI Financial Services is a leading financial services provider, committed to delivering exceptional service to our clients.Job SummaryWe are seeking a highly skilled and experienced Senior Financial Advisor to join our team. As a key member of our team, you will be responsible for providing expert advice on financial matters to our clients.Key...

  • Financial Advisor

    6 months ago


    Durban, South Africa Attooh! Stride Full time

    Join Our Team as a Financial Advisor at Attooh! Stride Are you a driven and experienced financial advisor seeking a dynamic opportunity? We're looking for talented individuals like you to join our team. As a remote Financial Advisor, you'll have the flexibility to work from anywhere while enjoying the support and resources needed to excel in your...

  • Financial Advisor

    6 months ago


    Durban, South Africa Micah Govender Developments Full time

    We have an exciting opportunity for experienced life and investment Sales advisors in KZN Job description: Serves as an advisor to provide an advice-based approach to financial solutions Actively solicits new and existing investments and insurance solutions Based on individualized needs analysis, prepares recommendations for customized financial solutions...

  • Financial Advisor

    7 months ago


    Durban, South Africa Hollard Life Insurance Full time

    **ATT: Long-Term Financial Advisors - Unleash Your Potential with Us** Are you a high-performing Financial Advisor seeking a rewarding opportunity to make your mark in the industry? Perhaps you're feeling underappreciated in your current role that doesn't provide the income that your talent deserves. Look no further - we're searching for driven...

  • Financial Advisor

    6 months ago


    Durban, South Africa SureX Full time

    **Job Overview**: **Date Posted**: Posted 22 hours ago- **Location**: Durban, Kwazulu Natal- **Job Title**: Financial Advisor- **Education Level**: High School / Matric- **Job Level**: Junior- **Minimum Experience**: 0 - 1 Years**Financial Advisor position available in Durban.**: We are a leading financial services company committed to providing top-notch...

  • Financial Advisor

    2 months ago


    Durban, South Africa Jobted ZA C2 Full time

    Job Title: Financial Advisor (Investment Specialist) The Financial Advisor (Investment Specialist) plays a pivotal role in guiding individuals toward achieving their financial goals through comprehensive financial planning and investment management. This position is ideal for a motivated financial professional dedicated to building lasting relationships and...


  • Durban, KwaZulu-Natal, South Africa LCI Financial Services Full time

    LIC Financial Services is a leading provider of financial services, and we are seeking a skilled and motivated individual to join our team as a Professional Services Advisor.About UsWe pride ourselves on providing exceptional customer service and building long-term relationships with our clients. Our team is dedicated to delivering high-quality financial...


  • Durban, KwaZulu-Natal, South Africa LNL Financial Investment (Pty) Ltd Full time

    LNL Financial Investment (Pty) Ltd is looking for skilled investment advisors to join our team. As an investment advisor, you will play a key role in helping our clients achieve their financial goals by providing expert advice and guidance on investment opportunities.The estimated salary range for this position is R 90,000 - R 140,000 per annum, depending on...

  • Financial Advisor

    7 months ago


    Durban, South Africa SureX Full time

    Skyrocket your careers as a Financial advisor. **Requirements**: - Matric - Drivers license - Reliable vehicle - Clear credit score and no criminal record. **Benefits**: - Groundbreaking training on sales, mindset and financial planning. - A chance to build true wealth and a 100% commision structure. **Job Types**: Full-time, Permanent Pay: Up to R50...

  • Financial Advisor

    2 months ago


    Durban, South Africa The Recruitment Council Full time

    Job Title: Financial Advisor (Investment Specialist)The Financial Advisor (Investment Specialist) plays a pivotal role in guiding individuals toward achieving their financial goals through comprehensive financial planning and investment management. This position is ideal for a motivated financial professional dedicated to building lasting relationships and...

  • Financial Advisor

    2 months ago


    Durban, South Africa The Recruitment Council Full time

    Job Title: Financial Advisor (Investment Specialist) The Financial Advisor (Investment Specialist) plays a pivotal role in guiding individuals toward achieving their financial goals through comprehensive financial planning and investment management. This position is ideal for a motivated financial professional dedicated to building lasting relationships and...

  • Financial Advisor

    2 months ago


    Durban, South Africa Micah Govender Developments Full time

    **Shape Financial Futures: Join Our Team!** Leading Personal Finance company seeking experienced financial advisors in Kwa-Zulu Natal & Gauteng **We Offer**: - Fully equipped office space - Comprehensive admin and tech support - Professional development and coaching - Lead generation systems and training - Practice management and succession planning...


  • Durban, KwaZulu-Natal, South Africa LNL Financial Investment (Pty) Ltd Full time

    Financial Services RepresentativeWe are seeking a skilled Financial Services Representative to market our insurance products, including funeral insurance and other campaigns. The successful candidate will also have the opportunity to work as a Financial Advisor, utilizing their skills to sell long-term insurance products.Market our insurance products to...

  • Financial Advisor

    6 months ago


    Durban, South Africa Natsen Holdings Full time

    Job Title: Financial Advisor Location: Throughout South Africa (remote) About Us: a leading financial services company who’s committed to providing top-notch wealth/estate management solutions to our clients. We pride ourselves on offering exceptional opportunities for growth and development in the financial industry. Key Responsibilities: Provide...

  • Financial Advisor

    3 months ago


    Durban, South Africa Innovative Full time

    **Sales Role KZN** - Innovative is a leading financial service provider in South Africa that serves individuals, businesses and institutional clients. - We need people who are goal orientated and have a strong desire to make a success of their lives. - We strive to create an environment where motivated people with a positive mindset and attitude can really...

  • Financial Advisor

    7 months ago


    Durban, South Africa Vanilla Recruitment Full time

    Are you an ambitious self-starter? Are your career development needs being neglected in your current work environment? If so, it’s time to take your career to the next level. Preference will be given to Financial Advisors with a minimum of 12 months industry experience and RE5 as a qualification. What we have to offer: - An incredible value...


  • Durban, KwaZulu-Natal, South Africa The Recruitment Council Full time

    Job Title: Financial Advisor LeaderThe Recruitment Council seeks a skilled Financial Advisor Leader to join their team. As a key member of the organization, you will be responsible for managing and growing a portfolio of high-net-worth clients. Your comprehensive wealth planning skills, strong client relationship management, and ability to drive financial...

  • Financial Advisor

    6 months ago


    Durban, South Africa HeadHunters Full time

    **Reference** - PE002228/RW**Location** - KwaZulu Natal, Durban**Salary Interval** - Monthly**Package** - None-negotiable**Description** **Our client in the Financial Services Industry **based in KZN is currently looking to employ **a **Financial Advisor (Risk Products)**.** **To provide and implement advice in respect of insurance needs and solutions to...

  • Financial Advisor

    6 months ago


    Durban, South Africa Unique Personnel Full time

    Job Title - Financial Advisor - Job Number - 72797 - Skills - Ms Office - Industry - Financial Services - City - eThekwini (Durban) - Job Description We are looking for entrepreneurial individuals as well as experienced sales professionals, who are considering a career change. We will train and mentor you in wealth management and creation, to be a Financial...