Become a Financial Advisor
5 days ago
Liberty is Recruiting Financial/Wealth Advisor Love Sales Love the Financial Service Industry, this career is for you Liberty is an industry leader within the financial service industry. We are looking to recruit sales executives to be trained and become Financial Advisors Duties and Responsibilities: Prospecting and closing of new business Networking to obtain new clients Advising clients on what is needed to meet their financial goals Maintaining of existing business and servicing existing clients Developing and presenting financial planning recommendations Maintain and adhere to providing a holistic approach to financial advice Establishing and defining a professional relationship with clients Doing Financial Needs Analysis daily to give quality advise Analysing and evaluating of financial information Staying connected with clients constantly and providing services as clients enter different stages of their lives Setting up meetings to see clients Desired Experience & Qualification Experience The successful candidate will have at least two (2) or more years experience as a representative rendering Financial Advice and Intermediary services Formal education and qualifications as a minimum requirement · Matric · Must be computer literate · Must have excellent negotiation and presentation skills and possess the ability to realise deals · Must have high initiative and entrepreneurial skills and must be able to work independently · Own transport Inherent requirements and skills applicable to this vacancy · Excellent analytical skills · Excellent communication skills · A sound understanding of various financial policies, products and portfolios · Passionate about customer care · Ability to work independently · Attention to detail · Innovative, outgoing and a dynamic persona Package & Remuneration To be discussed during the interview process and to be based on commission structure.
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Finacial Advisor
5 months ago
Pretoria, South Africa GDS Financial Advisor Services Full timeWe 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...
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Financial Advisor
1 month ago
Pretoria, South Africa Concept Lynnwood- Financial Solutions Full timeHi everyone! Concept Lynwood Financial Advisors is hiring! We are a group of high performing financial advisors specializing in long term solutions and have recently been awarded Sanlam's "Business of the year" for 2024. We have a few positions open for EXPERIENCED financial advisers, looking for a change in their career. We would like to open the floor...
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Financial Advisor
3 weeks ago
Pretoria, South Africa Discovery Limited Full timeAbout Discovery Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global...
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Financial Advisor
5 months ago
Pretoria, South Africa Discovery Full time**_Company Description_** Discovery Limited is a global company with health, life and short term insurance operations. The company is committed to being a force for social good and brings about sustainable change in the lives of the people and communities it serves across the globe. Discovery's values of leadership, honesty, innovation and fairness act as...
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Financial Advisor
5 months ago
Pretoria, South Africa IWCP Resolute Full time**Job Details** Do you have a passion to help people and get satisfaction out of others achieving their personal goals? If your answer is yes, be part of the change and join an **Affiliate of the Liberty Group as a Financial Advisor**. With over 100 year’s of industry management experience that will be dedicated to your personal success, structured...
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Junior Financial Advisor
5 months ago
Pretoria, South Africa RPO Recruitment Full timeOur client, who offers clients a range of investment solutions to accommodate their unique risk and return objectives, is currently seeking a Junior Financial Advisor to join their team in Pretoria. As a Junior Financial Advisor, you will have the opportunity to assist our senior financial advisors in providing financial guidance to our clients and making...
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Financial Advisor Assistant
1 month ago
Pretoria, South Africa Hire Resolve Full timeHire Resolve's client is looking for a Financial Advisor Assistant in Pretoria. As part of our client's dynamic team, you will support Financial Advisors in delivering exceptional financial services and building strong client relationships. Responsibilities: - Assist Financial Advisors in preparing and reviewing financial plans - Create and maintain...
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Financial Advisor Assistant
1 month ago
Pretoria, South Africa Jobted ZA C2 Full timeOverview Hire Resolve’s client is looking for a Financial Advisor Assistant in Pretoria. As part of our client’s dynamic team, you will support Financial Advisors in delivering exceptional financial services and building strong client relationships. Responsibilities: - Assist Financial Advisors in preparing and reviewing financial plans - Create and...
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Financial Advisor
1 month ago
Pretoria, South Africa Hire Resolve Full timeHire Resolve is seeking a motivated and knowledgeable Financial Advisor for our client based in Pretoria. This position is ideal for individuals who have a passion for financial planning and providing tailored financial solutions to clients. Responsibilities: - Develop and manage a portfolio of clients, offering comprehensive financial planning and...
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Financial Advisor
1 month ago
Pretoria, South Africa Jobted ZA C2 Full timeOverview Hire Resolve is seeking a motivated and knowledgeable Financial Advisor for our client based in Pretoria. This position is ideal for individuals who have a passion for financial planning and providing tailored financial solutions to clients. Responsibilities: - Develop and manage a portfolio of clients, offering comprehensive financial planning...
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Corporate Financial Advisor
4 weeks ago
Pretoria, Gauteng, South Africa beBee Professionals Full timeJob Title: Corporate Financial AdvisorWe are seeking a highly skilled Corporate Financial Advisor to join our team at beBee Professionals in Pretoria. The successful candidate will be responsible for providing financial advice and services to our clients, ensuring compliance with applicable laws and regulations.Key Responsibilities: Providing financial...
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Financial Planner
1 month ago
Pretoria, Gauteng, South Africa Liberty Full timeUnlock Your Potential as a Financial AdvisorAt Liberty, we're seeking a driven and ambitious individual to join our team as a Financial Advisor. This role offers a unique opportunity to become a trained Financial Planner and excel in a dynamic and rewarding career.Key Responsibilities:Understand clients' financial needs and goalsDetermine clients' expenses,...
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Financial Services Legal Advisor
4 weeks ago
Pretoria, Gauteng, South Africa beBee Professionals Full timeJob Title: Banking and Finance Legal AdvisorbeBee Professionals is seeking a highly skilled Banking and Finance Legal Advisor to provide expert legal advice and support to our banking and finance team.About the Position:The successful candidate will be responsible for providing legal advice and support to our banking and finance team, ensuring compliance...
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Financial Advisor Assistant
2 months ago
Pretoria, South Africa Hire Resolve Full timeHire Resolve's client is looking for a Financial Advisor Assistant in Pretoria. As part of our client's dynamic team, you will support Financial Advisors in delivering exceptional financial services and building strong client relationships.Responsibilities: Assist Financial Advisors in preparing and reviewing financial plans Create and maintain comprehensive...
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Corporate Financial Advisor
2 months ago
Pretoria, Gauteng, South Africa beBee Professionals Full timeJob Offer: Corporate Financial AdvisorbeBee Professionals is seeking a highly skilled Corporate Financial Advisor to provide financial guidance and services to our clients.Responsibilities:* Provide financial advice and services to clients* Ensure compliance with applicable laws and regulations* Prepare financial statements and analyze financial data*...
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Independent Financial Advisors
5 months ago
Pretoria, South Africa Status Asset Management Full time**Position: Independent Financial Advisor (IFA)** **Location: National** - Aluma Capital strives to be South-Africa’s leading Asset and Fund Management Company. We provide several private investment options to our clients, including Private Equity, Global Note and insurance products. _ **Who are we looking for?** A Financial Advisor (financial agent /...
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Financial Advisor
2 months ago
Pretoria, South Africa Hire Resolve Full timeHire Resolve is seeking a motivated and knowledgeable Financial Advisor for our client based in Pretoria. This position is ideal for individuals who have a passion for financial planning and providing tailored financial solutions to clients.Responsibilities: Develop and manage a portfolio of clients, offering comprehensive financial planning and investment...
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Senior Financial Advisor
4 weeks ago
Pretoria, Gauteng, South Africa Rory Mackie & Associates Full timeJob Title: Senior Financial AdvisorAt Rory Mackie & Associates, we are seeking a highly skilled and experienced Senior Financial Advisor to join our team. As a Senior Financial Advisor, you will be responsible for providing expert financial advice to our high-net-worth clients, helping them achieve their financial goals and objectives.Key...
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Financial Advisor
1 month ago
Pretoria, South Africa Liberty Full timeThis role enables a driven and ambitious individual to become a trained Financial PlannerExcellent uncapped earning opportunity. Great Leadership and mentorship offered.Understand clients’ financial needsDetermine clients’ expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk toleranceAnswer clients’...
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Aspiring Financial Advisor
3 weeks ago
Pretoria, South Africa Old Mutual Full timeAspiring Financial Advisor Your time is now to be your exceptional best at Old Mutual! Aspires to be a Financial Advisor We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role at a glance is about championing our valued customers to achieve their...