Support Advisor FAIS
4 weeks ago
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Job Description
- To provide advice, support and/or sales through excellent service and solutions delivery and product knowledge to ensure an excellent banking experience for customers
- Act responsibly with work related resources in order to contribute to cost containment
- Continuously assess own performance, seek timely and clear feedback and request training where appropriate
- Assist with profit growth for the business through sales and acquisition of new clients
- Support sales through analysis of client portfolio and pro-active client engagement
- Understand and proactively engage to optimise client in terms of benefits, fees, returns and so forth
- Identify sales opportunities and ensure effective management of the leads pipeline
- Report on transactional and process activities within set guidelines to provide timely information for decision making
- Comply with relevant statutory, legislative, policy and governance requirements
- Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information
- Address customer needs in order to meet or exceed customer expectations
- Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base
- Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service
- Achieve expected financial targets and uphold associated service levels
- Customer Service jobs
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Support Advisor FAIS
2 weeks ago
Cape Town, Western Cape, South Africa FNB South Africa Full timeJob title : Support Advisor FAISJob Location : Western Cape, Cape TownDeadline : April 11, 2025Quick Recommended LinksJobs by Location Job by industries Job DescriptionTo provide advice, support and/or sales through excellent service and solutions delivery and product knowledge to ensure an excellent banking experience for customers Build and maintain...
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Branch Advisor FAIS
3 weeks ago
Cape Town, Western Cape, South Africa FNB South Africa Full timeJob title : Branch Advisor FAIS (Cape Town)Job Location : Western Cape, Cape TownDeadline : March 27, 2025Quick Recommended LinksJobs by Location Job by industries Job DescriptionProvide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations as well as educating customers to the correct channel...
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Financial Advisor and Risk Consultant
2 days ago
Cape Town, Western Cape, South Africa Ultra Personnel : Pharmaceutical, Insurance, Engineering Full timeReference: JHB000961-VM-1Leading organisation within the investments and financial services industry requires a Risk Consultant for the Western Cape branch.Duties & ResponsibilitiesMinimum 5 years' experience as a Broker Consultant or Life Insurance Agent / Financial Advisor.Life insurance experience is essential.Short-term insurance experience is an...
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Risk Management Advisor
2 days ago
Cape Town, Western Cape, South Africa Ultra Personnel : Pharmaceutical, Insurance, Engineering Full timeJob DescriptionWe are seeking a highly skilled Risk Management Advisor to join our team in the Western Cape branch. The successful candidate will be responsible for providing specialist advice in respect of Life Insurance needs, including Estate Planning and Business Assurance.ResponsibilitiesMinimum 5 years' experience as a Broker Consultant or Life...
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Comprehensive Wealth Advisor
1 day ago
Cape Town, Western Cape, South Africa Platinum Talent ZA Full timeJob FunctionWe are looking for a Comprehensive Wealth Advisor to join our team at Platinum Talent ZA. As a Long Term Financial Advisor, you will be responsible for providing comprehensive long-term financial advice to clients, meeting regulatory standards.The ideal candidate will have a strong understanding of the financial services sector and be able to...
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Financial Advisor
3 days ago
Cape Town, Western Cape, South Africa iMasFinance Full timeJob title: Financial Advisor - BellvilleJob Location: Western Cape, BellvilleDeadline: April 06, 2025Job OutputsSelling of life assurance and funeral policiesConducting clients needs analysisFollowing up on leadsServicing new and existing membersQuality control of new businessQualifications And ExperienceMatric/Grade 12FAIS credits on NQF level 4 as per FSCA...
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Financial Advisor Assistant
3 days ago
Cape Town, Western Cape, South Africa Real Time Wealth Full timeDirect message the job poster from Real Time Wealth-----------------------------------------------------------------------------------------------Real Time Wealth is an independent financial services firm with offices in Tyger Valley and Somerset West.We're seeking a motivated individual to join our team and work closely with our experienced Financial...
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Commercial Insurance Advisor
6 days ago
Cape Town, Western Cape, South Africa Future Careers Full timeAbout the RoleWe are looking for a Senior Commercial Advisor to assist in developing and executing our business strategy. This role will involve building relationships with clients and identifying new opportunities for our Business Insurance products or services.Main ResponsibilitiesContribute to the development and implementation of business strategies to...
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Financial Advisor
3 weeks ago
Cape Town, Western Cape, South Africa The Recruitment Council Full timeJob Description: Financial AdvisorThe Financial Advisor is responsible for conducting comprehensive financial needs analyses focused on life and investment planning. This role involves utilizing extensive expertise to provide tailored financial advice to clients, with an emphasis on expanding the client base through proactive prospecting and networking.Key...
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Financial Services Support Specialist
3 days ago
Cape Town, Western Cape, South Africa Real Time Wealth Full timeCompany OverviewReal Time Wealth is an independent financial services firm committed to delivering exceptional support to our clients. We are seeking a highly motivated and experienced individual to join our team as a Financial Advisor/Assistant, specifically supporting our clients in investments.Salary and BenefitsThe successful candidate will have the...
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Insurance Advisor Position
7 days ago
Cape Town, Western Cape, South Africa Santam Insurance Full timeWe are seeking a talented Sales Advisor to join our team at Santam Direct Call Centre in Bellville, Cape Town. As a Sales Advisor, you will play a crucial role in providing world-class products and services to clients while achieving sales targets in an outbound call centre environment.Responsibilities include managing inbound/outbound telephonic...
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Academic Support Advisor
4 weeks ago
Cape Town, Western Cape, South Africa The South African College of Applied Psychology Full timeJob title : Academic Support Advisor (Online Campus)Job Location : Western Cape, Cape TownDeadline : March 21, 2025Quick Recommended LinksJobs by Location Job by industries Duties include but are not limited to:Providing academic support and development to SACAP's students Acting as a point of contact for all academic support and development needs...
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Academic Support Advisor
4 weeks ago
Cape Town, Western Cape, South Africa The South African College of Applied Psychology Full timeJob title : Academic Support Advisor (Cape Town Campus)Job Location : Western Cape, Cape TownDeadline : March 21, 2025Quick Recommended LinksJobs by Location Job by industries Duties include but are not limited to:Providing academic support and development to SACAP's students Acting as a point of contact for all academic support and development needs...
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Support Sales Advisor
2 days ago
Cape Town, Western Cape, South Africa Company Partners Ltd Full timeJob title : Support Sales Advisor (Office Based)Job Location : Western Cape, Cape TownDeadline : April 21, 2025Quick Recommended LinksJobs by Location Job by industries Job Description Responsibilities:Promote and sell subscription products/services using solid and accurate strategies/product information to existing and prospective customers Establish,...
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Professional Financial Advisor Wanted
3 days ago
Cape Town, Western Cape, South Africa Sanlam Full timeAbout the Role:We are seeking a Professional Financial Advisor to join our team. As a Financial Services Professional, you will be responsible for providing expert financial advice and planning to new and existing clients. This includes maintaining and servicing client relationships, promoting the Sanlam brand, and generating revenue through single and...
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Cape Town, Western Cape, South Africa Platinum Talent ZA Full timeLocation: Old Oak Office Park, Tyger Valley, Cape Town, Western Cape, South Africa.Join our client as a Long Term Financial Advisor in their long term division, where you'll deliver holistic, client-centered financial advice that aligns with FAIS requirements. This role focuses on understanding client needs to create tailored financial plans, upholding their...
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Financial Advisor
4 weeks ago
Cape Town, Western Cape, South Africa Liberty Standard Bank Group Full timeIntroduction Imagine a career where your ambition meets unparalleled support, and your success is championed by a team of top industry professionals. At Liberty, were not just offering a job; were offering a journey into the world of Wealth Management thats as rewarding as it is transformative. If you have a powerful track record in sales, thrive on...
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Senior Financial Advisor
2 days ago
Cape Town, Western Cape, South Africa BetaPlus Group Solutions Full time**Job Description**This is a full-time role for an Independent Financial Advisor located in Cape Town, with some work-from-home flexibility. The advisor will be responsible for providing financial planning and advisory services, retirement planning, and managing investments.Day-to-day tasks include analysing financial data, developing personalised financial...
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Short-term Risk Advisor
7 days ago
Cape Town, Western Cape, South Africa Origin Financial Group Full timeWe are seeking a dynamic and results-driven Insurance Portfolio Manager to join our team at Origin Financial Group.The role includes managing a selected portfolio of existing clients, providing risk management and short-term insurance advice.Key Responsibilities:The successful candidate will be responsible for:Client Liaisons and Advisory...
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Strategic Financial Advisor
7 days ago
Cape Town, Western Cape, South Africa Future Careers Full timeJob DescriptionWe are seeking a Senior Commercial Advisor to join our team in Cape Town.Develop and implement business strategies for the pursuit of strategic opportunities by cultivating client relationships and identifying new markets for commercial insurance products or services.Analyze sales and market data for a specific geographic region and provide...