Financial Advisor: Grow Clients

Join Momentum as a Financial Adviser – Empower Your Clients and Your FutureAt Momentum, being a financial adviser is about more than just offering advice—it's about building meaningful partnerships with clients to guide them towards achieving their financial dreams. As a Momentum financial adviser, you'll help clients create personalized strategies that...

A position has become available for a short term insurance consultant at Trulogic Financial Services, an independent FSP in Somerset West. This role includes providing private and commercial lines with a personalised service, innovative solutions and competent advice. The main duty for a successful applicant will be to maintain the book of business and...

Overview My client, an elite financial services and investment concern located in Somerset West, is seeking to employ an administrator to their Financial Advisors. Responsibilities Secretarial duties - scheduling meetings, general office administration, correspondence with clients and service providers; Assisting the financial advisor in his job servicing...

A well-established client with offices in Somerset West is seeking to employ a Trust / Client Services Officer. The candidate will form part of the Client Services Team and encompass a wide range of administration duties to an existing portfolio of multi-member pension schemes, Portfolio trusts, EBT’s and Retirement Annuity Trust Schemes (RATs). In...

A financial services provider based in Somerset West is seeking an Entry-Level Sales Representative to promote and sell tax solutions. You will build strong relationships with clients and work towards exceeding sales targets in a dynamic team environment. The ideal candidate is excellent in communication, goal-driven, and self-motivated. This permanent,...

Metropolitan is one of the oldest financial services brands in South Africa. With a 127-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security. Metropolitan operates in South Africa, but the brand is also...

**THIS POSITION REQUIRES FRANCHISED MOTOR DEALERSHIP EXPERIENCE** Our client is looking for an expert, energetic and focused Multibrand Service Advisor for the high - volume brand motor dealership. We are looking for an efficient individual with 2 or more years of Service Advisor experience, within a franchised motor dealership, who has working knowledge of...

TTT Financial Group is a trusted financial services provider based in Somerset West, Cape Town, dedicated to helping individuals and businesses achieve financial security, compliance, and growth. Our services include Tax Services, Insurance, Financial Planning, Business Solutions, Accounting, and Registrations. Role Description Do you have the drive to sell,...

Western Cape - Service Advisor - Helderberg **Salary**: Basic salary between R15K - R16K + incentives + benefits **Description**: Your main function is to provide excellent customer service consistently to service clients at a very busy franchise dealership. This is a great brand to work for and a fantastic team to be part of. **Requirements**: -...

My client, and elite financial services and investment concern located close to the Somerset Mall, is seeking to employ an administrator to their Financial Advisors. admin|assistant|insurance|investment|secretary Main duties and responsibilities include: - Secretarial duties - scheduling meetings, general office administration, correspondence with clients...