Financial Adviser-Pretoria

**Designation**: Wealth Adviser Assistant | Pretoria East, Gauteng **Category**: Client/Intermediary Services **Job Level**: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: PSG Financial Services **Posted on**: 12 Sep 2024 **Reference Number**: POS01634 **Closing...

**Responsibilities**: - Financial Planning support - Formulate effective financial plan documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the customer’s needs, objectives, and risk tolerance. All documents must meet compliance requirements and the relevant legislation, and comply with the company's...

Sanlam Short Term Financial Adviser - Pretoria Date: 17 Sep 2024 Location: Pretoria, Gauteng, ZA Company: Sanlam Group Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your...

Our position is aimed at individuals who are looking for better prospects and is based in and around Pretoria. Benefits Included: - Basic Salary - Medical Insurance - Uncapped commission - Performance bonus - Work-related incentives for top performers - Minimum 12 months experience in a Financial Services / Insurance industry in a sales role - Minimum 2...

Our position is aimed at individuals who are looking for better prospects and is based in and around Pretoria. Benefits Included: - Uncapped commission - Performance bonus - Work-related incentives for top performers - Minimum 12 months experience in a Financial Services / Insurance industry in a sales role - Minimum 2 years field sales experience - FAIS...

Our position is aimed at individuals who are looking for better prospects and is based in and around Pretoria. Benefits Included: - Uncapped commission - Performance bonus - Work-related incentives for top performers - Minimum 12 months experience in a Financial Services / Insurance industry in a sales role - Minimum 2 years field sales experience - FAIS...

Our position is aimed at individuals who are looking for better prospects and is based in and around Pretoria. Benefits Included: - Basic Salary - Medical Insurance - Uncapped commission - Performance bonus - Work-related incentives for top performers - Minimum 12 months experience in a Financial Services / Insurance industry in a sales role - Minimum 2...

Our position is aimed at individuals who are looking for better prospects and is based in and around Pretoria. Benefits Included: - Basic Salary - Medical Insurance - Uncapped commission - Performance bonus - Work-related incentives for top performers - Minimum 12 months experience in a Financial Services / Insurance industry in a sales role - Minimum 2...

**Designation**: Wealth Adviser Assistant (ADP) | Faerie Glen, Pretoria, Gauteng **Category**: Adviser Development Programme **Job Level**: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: PSG Financial Services **Posted on**: 17 Sep 2024 **Reference...

**Job description**: **Responsibilities**: - Gather Policy information - Compile a summary of information - Research product information - Handle and solve client enquiries (all existing business enquiries) - Diary management for new and existing business cases - Diary management for Wealth Adviser - Arrange appointments between Wealth Adviser and Clients -...

This is an incredible opportunity to join a leading financial services group. The successful individual will be an Internal Commercial Insurance Adviser responsible for writing new business and maintaining a book of existing clients. Responsibilities: 1. Manage policy renewals 2. Sourcing new business 3. Handle new applications and quotations 4. Handle and...

Hi 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...

**UP Professional and Support**: FACULTY OF VETERINARY SCIENCE ONDERSTEPOORT VETERINARY ACADEMIC HOSPITAL FINANCIAL ADMINISTRATIVE OFFICER PEROMNES POST LEVEL 10- The University of Pretoria's commitment to quality makes us one of the top research Universities in the country and gives us a competitive advantage in international science and technology...

In this trying times, Be a beacon of hope. Start your career as a Financial Adviser at Liberty We are looking for entrepreneur driven individuals with a passion for prospecting, advising and servicing clients and making sure their families are taken care of if the unforseen happens, with a specific focus on their Risk, Retirement Annuities, Investments and...

**Job description**: The Adviser is responsible for the selling of short-term personal and commercial insurance products and services to the right clients. **Responsibilities**: - Aggressive selling of short-term products specialising in personal and commercial lines - Quotations for clients - Follow up on leads - Advising clients on their short-term...

**Designation**: Deceased Estate and Trust Administrator | Pretoria, Gauteng | Permanent **Category**: Administration and Operations **Job Level**: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: PSG Financial Services **Posted on**: 08 Nov 2024 **Reference...

We are seeking an experienced Financial Expert to join our client in Pretoria. The ideal candidate will possess a strong background in accounting and financial management, with a degree in BCom or higher.The successful candidate will have at least 5 years of experience in a similar position, with advanced Excel skills and proficiency in General Ledger...

**What you will be doing**: You will be responsible for creating an exciting, and solid communication plan, and captivating content for the client’s financial advisers and corporate clients. Your (extremely) strong writing and editing skills will come in handy when you create messages for guides, brochures, product summaries, social media, videos, and...

Our client is looking for a FM with experience in Golf or Hospitality This is a hands-on position based in Pretoria. Preference will be given to candidates living in Pretoria or willing to relocate. Responsibilities of the Finance Manager Full Function Accounting, Admin and Financial Management. - Daily cash ups and capturing of these transactions. -...

Responsibilities: Deceased Estates - Consult with bereaved clients, to explain processes and timeframes, to obtain relevant information and documents, to update and inform, and to manage expectations. - The administration and unwinding of new and existing deceased estates. - To liaise and advise clients, heirs, financial advisors on the administration of...