Financial Adviser
2 weeks ago
Role Purpose To enhance the lifetime financial wellness of people, their families and their communities through empowerment and education. Attract, acquire and retain clients by selling company products to generate new business and to provide after‑sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long‑term viability. Requirements Matric or equivalent NQF 4 qualification 2 years’ experience in a sales and/or customer service role 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous) Compliance with FAIS Fit and Proper requirements Finance or Business related tertiary qualification (desirable) Driver’s license and own transport (desirable) Duties and Responsibilities INTERNAL PROCESS Engage with prospective clients in order to highlight the features and benefits of various products based on their financial wellness needs in order to support and guide their decision‑making process. Sell products in line with client’s financial needs by conducting affordability analysis in order to achieve clients’ financial goals. Calculated and advise on tax and legal implications of products and or changes. Accurately capture client information, relevant actions and sales on the systems. Accurately complete all administrative and reporting requirements within agreed timeframes. Achieve set targets on production, quality and conversion. Adhere to compliance requirements in the sales process in line with legislative requirements. Provide financial advice in line with the engagement strategy to enhance client’s financial wellness. CLIENT Investigate client queries within the agreed service level and ensure that client receives timely feedback. Escalate client queries to the relevant department or stakeholder. Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate services. Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets. Provide authoritative, expertise and advice to clients and stakeholders. Build and maintain relationships with clients and internal and external stakeholders. Make recommendations to improve client service and fair treatment of clients within area of responsibility. Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service. Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services. PEOPLE Develop and maintain productive and collaborative working relationships with peers and stakeholders. Positively influence and participate in change initiatives. Continuously develop own expertise in terms of professional, industry and legislation knowledge. Contribute to continuous innovation through the development, sharing and implementation of new ideas. Take ownership for driving career development. FINANCE Identify solutions to enhance cost effectiveness and increase operational efficiency. Manage financial and other company resources under your control with due respect. Provide input into the risk identification processes and communicate recommendations in the appropriate forum. #J-18808-Ljbffr
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Financial Adviser
7 days ago
Port Shepstone, KwaZulu-Natal, South Africa Metropolitan Full time R104 000 - R208 000 per yearClosing Date2025/11/28 Reference NumberMMH Job TitleFinancial Adviser - Port Shepstone Position TypePermanent Role FamilySales ClusterMetropolitan Life Remote OpportunityNone of the time Location - CountrySouth Africa Location - ProvinceKwaZulu-Natal Location - Town / CityPort Shepstone IntroductionMetropolitan is one of the oldest financial services brands...
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Port Shepstone, South Africa Old Mutual Full timeA leading African insurance company based in Port Shepstone is seeking self-motivated individuals for the role of Financial Adviser. Candidates will champion customers by identifying financial needs and providing sound financial advice. The role requires strong consultative selling skills and a focus on customer service. NQF Level 4 or equivalent is...
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MFC Salaried Financial Advisor
4 days ago
Port Shepstone, South Africa Old Mutual Limited Full timeMFC Salaried Financial Advisor (Talent Pool) page is loadedMFC Salaried Financial Advisor (Talent Pool) Apply locations Port Shepstone time type Full time posted on Posted 2 Days Ago job requisition id JR-69275Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description...
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Financial Accountant
2 days ago
Port Elizabeth, South Africa Top Vitae Full timeCore responsibilitiesFinancial reporting: Prepare and present monthly, quarterly, and annual financial statements, such as balance sheets and income statements.Budgeting and forecasting: Assist in developing annual budgets and monthly forecasting future costs and revenues.Regulatory compliance: Ensure all financial practices and reporting comply with...
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Financial Planner
7 days ago
Port Elizabeth, Eastern Cape, South Africa Sanlam Full time R900 000 - R1 200 000 per yearRole Description:This is a full-time role for a Financial Planner, based in Port Elizabeth, with some remote work flexibility. The Financial Planner will be responsible for managing and advising on personal financial planning, developing comprehensive financial plans, and providing retirement planning services. The role includes meeting with clients,...
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Financial Accountant
7 hours ago
Port Elizabeth, Eastern Cape, South Africa Staffsols Full time R320 000 - R640 000 per yearNew Opportunity Our leading client in the FMCG Sector is looking to employ a Financial Accountant to join their dynamic team in Gqeberha/Port Elizabeth. Skills AccountingBudgetingFinancial AccountantFinancial AnalysisFinancial ReportingForecastingInternal AuditsTax Management Job Responsibilities: Financial reporting: Prepare and present monthly,...
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Port Elizabeth, South Africa PSG Konsult Ltd. Full time**Designation**: - Insure Adviser Assistant | Port Elizabeth, Easter Cape | Permanent **Category**: - Client/Intermediary Services **Job Level**: - Semi-skilled and discretionary decision making **Posted by**: - PSG Financial Services **Posted on**: - 28 Oct 2025 **Reference Number**: - POS40177 **Closing date**: - 11-Nov-2025 **Position...
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Financial Advisor
7 days ago
Port Elizabeth, Eastern Cape, South Africa Sanlam Full time R104 000 - R250 000 per yearWho are we?Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as...
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Chief of Staff
1 week ago
Port Elizabeth, South Africa Aspen Pharma Group Full time**Job purpose**: - High-visibility strategic partner that collaborates and supports the Executive General Manager: SA Operations with effective decision making, programme management and the execution of the business strategy and objectives. - The CoS acts as a trusted advisor and manager, helping to ensure that the organization's goals are achieved by...
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Mass Market
1 week ago
Port Elizabeth, South Africa Discovery Ltd. Full time**Business Unit**:Sales & Distribution **Function**:Administration and Office Support **Date**:5 Aug 2025 **Key Purpose** - The Funeral Distribution team will have a total Sales Manager complement of 12 in various regions and the role of the Office Administrator would be to provide support to the sales team as well as manage operations and admin functions...
