Financial Advisor
2 weeks ago
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)
-
Financial Planning Expert
1 week ago
Durban, KwaZulu-Natal, South Africa Juner Financial Services Full timeWelcome to Juner Financial ServicesWe offer a comprehensive range of financial services, including insurance, investments, and financial advisory services. Our team is dedicated to providing personalized support to our clients, helping them achieve their financial goals and objectives.Financial Advisor RoleThis is a key role within our organization,...
-
Financial Advisor
2 weeks ago
Durban, KwaZulu-Natal, South Africa The Recruitment Council Full timeJob 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
3 weeks ago
Durban, KwaZulu-Natal, South Africa Palesa Mbali Group Full timeJob Description: Financial Advisor – Relationship BankingPosition Overview: We are seeking an experienced and dynamic Financial Advisor to join our clients Relationship Banking team. The ideal candidate will have a strong background in investments, life products, and estate & trust products, coupled with exceptional relationship management skills. This...
-
Financial Services Advisor
4 days ago
Durban, KwaZulu-Natal, South Africa Sanlam Limited Full timeCompany OverviewSanlam Limited is one of the top financial services providers in the South African market. We pride ourselves in helping our financial advisors to realise their worth.
-
Financial Advisor
3 weeks ago
Durban, KwaZulu-Natal, South Africa Palesa Mbali Group Full timeJob Description: Financial Advisor – Everyday BankingPosition Overview: We are seeking a skilled and customer-focused Financial Advisor to join our clients Everyday Banking team. The ideal candidate will have expertise in investments, life products, and estate & trust products, along with a passion for delivering exceptional client service. This role...
-
Associate Financial Advisor
1 week ago
Durban, KwaZulu-Natal, South Africa Old Mutual Full timeJob title : Associate Financial Advisor (New Entrant) (EPT) - (Durban)Job Location : KwaZulu-Natal, DurbanDeadline : April 04, 2025Quick Recommended LinksJobs by Location Job by industries 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...
-
Career Financial Advisor
6 days ago
Durban, KwaZulu-Natal, South Africa Sanlam Limited Full timeCompany OverviewSanlam Life Ltd is a leading financial services provider in South Africa, dedicated to building strong relationships with our advisors. We believe in empowering our professionals to achieve their full potential and make a lasting impact in the industry.We pride ourselves on fostering a culture of innovation, excellence, and teamwork, where...
-
Branch Financial Advisor
1 week ago
Durban, KwaZulu-Natal, South Africa Old Mutual Full timeJob title : Branch Financial Advisor (Pine City Shopping Centre, Durban)Job Location : KwaZulu-Natal, DurbanDeadline : December 30, 2025Quick Recommended LinksJobs by Location Job by industries Free Adviser Academy Learning Programme which will qualify you to operate as a Personal Financial Adviser Payment of a Living Allowance during the first three months...
-
Insurance Brokerage Specialist
1 week ago
Durban, KwaZulu-Natal, South Africa Juner Financial Services Full timeJoin Our Team at Juner Financial ServicesWe are seeking a highly motivated and experienced Financial Advisor to join our team. As a Financial Advisor, you will be responsible for generating new business opportunities, providing financial advisory services, and maintaining strong relationships with existing clients.Key Responsibilities and RequirementsDevelop...
-
Senior Financial Advisor
5 days ago
Durban, KwaZulu-Natal, South Africa Findojobs South Africa Full timeAbout UsWe are Findojobs South Africa, a dynamic company driven by a common purpose: Africa's growth is our priority. We believe that our people are our greatest asset, and we strive to create a thriving environment where you can bring your whole self to work and pursue your dreams.Job DescriptionThe Senior Financial Advisor will play a key role in driving...
-
Wealth Management Advisor
1 week ago
Durban, KwaZulu-Natal, South Africa iMasFinance Full timeKey ResponsibilitiesWe are seeking a Wealth Management Advisor to join our team at iMasFinance. The advisor will be responsible for developing and maintaining relationships with existing and new clients, providing financial advice and guidance, and ensuring that clients' needs are met.The advisor will also be required to sell life assurance and funeral...
-
Financial Advisor Administrator
2 weeks ago
Durban, KwaZulu-Natal, South Africa The Recruitment Council Full timeJob Title: Financial Advisor AdministratorJob Overview: An exciting opportunity has arisen for a highly organized and proactive Financial Advisor Administrator to join a dynamic team. This role offers a chance to work in a fast-paced environment, providing efficient administrative support while ensuring seamless operations and top-notch service delivery.Key...
-
Service Advisor
1 week ago
Durban, KwaZulu-Natal, South Africa Bosch Umhlanga Full timeJob Title: Service AdvisorCompany: Bosch UmhlangaLocation: Umhlanga, South AfricaJob Type: Full-timeJob Summary:Bosch Umhlanga is seeking a motivated and customer-focused Service Advisor to join our dynamic team. As a Service Advisor, you will be the primary point of contact for customers, ensuring their satisfaction by providing exceptional service and...
-
Investment Consultant
1 week ago
Durban, KwaZulu-Natal, South Africa Juner Financial Services Full timeAbout Juner Financial ServicesWe are a leading provider of financial services, offering a range of solutions to meet the diverse needs of our clients. Our team is committed to delivering exceptional service and expertise, helping individuals and businesses navigate the complex world of finance.Role RequirementsThis is a critical role within our organization,...
-
Become a Financial Independent Entrepreneur
4 days ago
Durban, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full timeBecoming a Financial Advisor at Liberty will give you the opportunity to make a meaningful impact in the lives of your clients.About Our OpportunityWe are seeking highly motivated individuals who are passionate about helping others achieve their financial goals.As a Financial Advisor, you will have the chance to partner with your clients, understand their...
-
Investment Advisor
4 days ago
Durban, KwaZulu-Natal, South Africa NedBank Full timeJob SummaryNedbank is recruiting a skilled Investment Advisor - Durban to provide financial expertise and investment advice to clients in the area.Key ResponsibilitiesProvide financial planning and wealth creation advice to clients.Develop and implement financial plans tailored to clients' individual needs and goals.Maintain updated knowledge of regulations,...
-
Financial Advisor
2 weeks ago
Durban, KwaZulu-Natal, South Africa Riseup Management Full timeObjectives of this role Be an integral member of the advisory team and provide financial planning and investment advice to clients ranging in age and wealth Take primary responsibility for all aspects of a client relationship, working closely to fully understand the financial situation and requirements Monitor market performance to develop and deliver sound...
-
Financial Advisor
2 days ago
Durban, KwaZulu-Natal, South Africa Riseup Management Full timeObjectives of this roleBe an integral member of the advisory team and provide financial planning and investment advice to clients ranging in age and wealthTake primary responsibility for all aspects of a client relationship, working closely to fully understand the financial situation and requirementsMonitor market performance to develop and deliver sound...
-
Advisor Liaison Consultant
19 hours ago
Durban, KwaZulu-Natal, South Africa Rory Mackie & Associates Full timeThe client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our clients' products, processes, transactions, web services as well as general queries regarding their client's investments. Our client advocates excellent client service and strives to be the number one service provider in industry. They...
-
Financial Services Professional
35 minutes ago
Durban, KwaZulu-Natal, South Africa Scribante Labour Consultants Full time**Overview**Scribante Labour Consultants is a renowned labour consultant firm seeking an experienced Financial Advisor to join their team. The ideal candidate will be responsible for providing expert financial advice, analyzing complex data, creating tailored financial plans, and recommending suitable investment strategies.