Client Advisor Financial Planning
1 week ago
Are you a skilled Client Advisor with 3-5 years experience in financial planning? Join our clients dynamic team and take your career to the next level Were seeking motivated professionals with a proven track record in client relationship management and financial advice, who are ready to grow their book of business and maximize their earning potential. What's On Offer : Fully equipped office space with comprehensive administrative support Competitive remuneration with up to 100% commission plus performance bonuses Advanced business coaching and continuous professional development Access to industry experts, specialist support, and cutting‑edge financial tools Membership in pension and group life schemes Assistance with technology acquisition and ongoing operational support Your Key Responsibilities : Manage and expand a portfolio of clients through proactive relationship‑building Deliver tailored, comprehensive financial planning solutions that address client needs Identify new business opportunities and provide exceptional client service to ensure retention and growth What Were Looking For : 3-5 years experience as a Client Advisor in financial planning or related field Completion of Regulatory Exams (RE) or equivalent certification (Non-negotiable) Strong client management skills and ability to nurture long‑term relationships Excellent communication, presentation, and networking abilities Grade 12 or equivalent qualification Valid drivers license and own vehicle Clean criminal record and good credit history Ready to leverage your experience and accelerate your career growth? Apply now to join a supportive team that values your expertise and rewards your performance #J-18808-Ljbffr
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Financial advisor
3 weeks ago
Durban, South Africa Momentum Financial Planning Full timeWe are looking for new and established financial advisors to join our business in KZN including Pietermaritzburg, Durban, South Coast, North coast and other surrounding areas. At Momentum the role of the financial adviser goes beyond offering advice. Its about forming a meaningful partnership with clients to guide them towards achieving their financial...
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Financial advisor
6 hours ago
Durban, KwaZulu-Natal, South Africa Momentum Financial Planning Full timeWe are looking for new and established financial advisors to join our business in KZN including Pietermaritzburg, Durban, South Coast, North coast and other surrounding areas.At Momentum the role of the financial adviser goes beyond offering advice. Its about forming a meaningful partnership with clients to guide them towards achieving their financial goals....
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Client-Focused Financial Advisor with Training
3 weeks ago
Durban, South Africa Momentum Financial Planning Full timeA leading financial services firm in KwaZulu-Natal is seeking new and established financial advisers to join their team. The role involves forming partnerships with clients, determining their financial objectives, and preparing comprehensive financial plans. Ideal candidates will have a Grade 12 qualification, South African ID, a valid driver's license, and...
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Durban, South Africa Momentum Financial Planning Full timeOverview A leading financial services firm in KwaZulu-Natal is seeking new and established financial advisers to join their team. Responsibilities The role involves forming partnerships with clients, determining their financial objectives, and preparing comprehensive financial plans. Qualifications Ideal candidates will have a Grade 12 qualification, South...
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Financial Advisor
6 days ago
Durban, KwaZulu-Natal, South Africa Tescon Financial Advisors Full timeCompany DescriptionTescon Financial Advisors is a juristic representative of Discovery Life Limited. Discovery Life Limited is a registered long-term insurer and an authorized financial services provider. Tescon Financial Advisors offers a range of financial services and products. The company is dedicated to providing clients with tailored financial...
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Durban, South Africa Alpha and Omega Advisory Full timeA leading financial advisory firm in Durban is seeking an experienced Client Advisor to manage and expand a client portfolio. Candidates should have 3-5 years in financial planning, with strong client management skills and completion of Regulatory Exams (RE). The role offers competitive remuneration including commission and performance bonuses, comprehensive...
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Client-Centric Financial Planner
1 week ago
Durban, South Africa Momentum Financial Planning Full timeA leading financial services firm is looking for new and established financial advisers in Durban. In this role, you will form partnerships with clients to determine their financial objectives and prepare comprehensive financial plans. Ideal candidates should have a Grade 12 qualification, a South African ID, a valid driver's license, and an established...
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Independent Financial Advisor
13 hours ago
Durban, South Africa A1 Financial servisecs Full timeJoin a team of energetic financial advisers offering a very popular insurance product in the greater Durban areas. **Requirements**: Minimum of 6 - 12 Months Financial Advisor/Insurance industry experience. Matric Must be able to travel and see clients Knowledge of Financial services product-Desirable Engage in business to business - strongly...
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Elite Financial Advisor — Wealth Planning
3 weeks ago
Durban North, South Africa Hire Right Solutions Full timeA recruitment company in Durban North is seeking passionate Financial Advisors to build and maintain relationships with high-end clients. The role offers commission-based compensation starting at 80% based on performance or a salaried option with a lower commission structure. Ideal candidates will have financial advising experience and necessary...
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Financial Advisor
2 weeks ago
Durban, South Africa Prestige IFA Jobs Full timeMy client offering this position in South Africa is a very reputable financial planning and investment management brokerage at the top of their sport. They specialise in helping South African professionals, and provide financial solutions for those keen to plan for their financial futures. They pride ourselves on the quality of advice delivered by highly...
