Financial Advisors

3 weeks ago


WorkFromHome, South Africa Succession Financial Planning Full time

Company Description Company DescriptionSuccession Financial Planning Advisory Services is a licensed financial services provider dedicated to helping clients achieve financial freedom and wellness at every life stage. With a commitment to fostering meaningful, long-term partnerships between clients and advisers, the organization places a strong emphasis on personalized financial strategies. Succession Financial Planning takes pride in empowering clients with the tools and guidance they need to navigate their financial journeys and reach their goals effectively. By offering tailored financial solutions, the company strives to make a lasting positive impact on the lives of its clients. Role Description This is a full-time hybrid role based in the Western Cape and Southern Cape or Gauteng with the flexibility of occasional remote work. Provide personalized financial planning and advisory services to clients. Assess clients' financial needs, create tailored investment and retirement strategies, and ensure long-term financial wellness. Maintain and grow client relationships through regular communication and reviews to align with their evolving goals. Qualifications Proficiency in Financial Planning and Financial Advisory to provide customized support to clients. Strong expertise in Finance, Investments, and Retirement Planning to design effective strategies. Excellent interpersonal and communication skills to foster client relationships. Ability to analyze financial data and identify opportunities for growth and improvement. A degree in Finance, Economics, Business Administration, or a related field is required. Professional certifications such as Certified Financial Planner (CFP) or equivalent are preferred. Proven experience in financial advising or a similar role. Proficiency in industry software and tools is highly beneficial. #J-18808-Ljbffr


  • Financial Advisor

    4 weeks ago


    WorkFromHome, South Africa Elevation Financial Advisor Services Full time

    Overview Elevation Financial Advisor Services partners with individuals to provide comprehensive, sustainable financial solutions. We aim to elevate clients to a stable financial space where they have control and peace of mind. Our approach is rooted in prudence and wisdom, ensuring that every collaborative decision leads to prosperity. We focus on evolving...


  • WorkFromHome, South Africa Succession Financial Planning Full time

    Qualified Financial Advisor in South Africa What Jobs are available for Qualified Financial Advisor in South Africa? Showing 408 Qualified Financial Advisor jobs in South Africa Posted today Job Description Company Description Succession Financial Planning Advisory Services is a licensed financial services provider dedicated to fostering lasting partnerships...


  • WorkFromHome, South Africa Succession Financial Planning Full time

    A financial advisory firm in Cape Town is looking for a Qualified Financial Advisor to engage with clients and develop comprehensive financial plans tailored to their needs. The ideal candidate will possess strong analytical and communication skills and may hold relevant certifications like CFP. This is a full-time hybrid role, offering flexibility with...


  • WorkFromHome, South Africa Succession Financial Planning Full time

    A financial advisory firm in Cape Town is seeking a Financial Advisor to provide personalized financial planning and advisory services. You will assess client needs, create tailored strategies, and maintain strong client relationships. Ideal candidates will have a degree in Finance or related fields, along with financial advising experience. This full-time...


  • WorkFromHome, South Africa Elevation Financial Advisor Services Full time

    A financial advisory firm in Umhlanga Rocks is seeking an Entry-level Financial Advisor. This full-time hybrid position involves creating personalized financial plans, offering investment and retirement advice, and helping clients achieve their financial goals. A Matric or equivalent, as well as 12 months’ experience in financial services, are required for...


  • WorkFromHome, South Africa Elevation Financial Advisor Services Full time

    A financial services firm in Umhlanga is seeking a Financial Advisor for a full-time hybrid role. You will create personalized financial plans, advise clients on investments and retirement, and conduct financial assessments. Candidates must have at least a Matric qualification and a minimum of 12 months’ experience in financial services. A valid driver's...

  • Financial Advisor

    3 weeks ago


    WorkFromHome, South Africa Sanlam Full time

    Are you an Experienced Financial Advisor looking for you next opportunity? POSITION AVAILABLE IN NORTHERN CAPE Company Description at Sanlam: we believe in unlocking financial confidence through meticulous planning and strategic thinking. The F Factor represents financial confidence, and we invite you to experience it with us. Our team provides support...

  • Financial Advisor

    1 week ago


    WorkFromHome, South Africa Vouch Full time

    Vouch is a digital insurance brokerage that provides South Africans with the personalized advice you need, without the spam – it's not just about the lowest price! We combine technology with human advisors to offer upper-middle and affluent South African consumers transparent and personalized processes that help them understand, compare, purchase, and...

  • Financial Advisor

    1 week ago


    WorkFromHome, South Africa attooh! Full time

    At attooh! Financial Wellness, we specialize in financial advisory and wellness, offering expert and personalized guidance to provide clients peace of mind and sustainable financial stability. We deliver tailored solutions in investments, insurance, retirement, and estate planning, helping simplify complex financial decisions. Our mission is to empower...

  • Financial Advisor

    3 weeks ago


    WorkFromHome, South Africa Surex Life Full time

    Company Description Surex - Insurance simplified. Role Description Do you want to Sky Rocket your earning potential in Make all your dreams a reality? Then join my exceptional team of Financial planners asap,,This is a full-time hybrid role for a Financial Advisor at SureX Life located in Gauteng, with flexibility for remote work. Responsibilities The...