Financial Consultant

A Customer-Focused Financial Consultant is required to provide sound financial advice and implement tailored financial plans and solutions for our valued customers. This role involves identifying financial needs, recommending appropriate products and services, and ensuring customer satisfaction.About the Role:This is an exceptional opportunity for...

The Recruitment Council is seeking an experienced Investment Planning Consultant to join our team of experts. As an Investment Planning Consultant, you will have the opportunity to work with high-net-worth individuals, helping them achieve their financial goals through bespoke investment solutions.You will need to have excellent analytical and...

Role OverviewAs a Salaried Financial Advisor, you will provide expert advice to allocated markets on a specific range of products. You will be individually accountable for achieving results through your own efforts.Main ResponsibilitiesProvide advice in line with the customer value proposition and compliance framework.Develop, track, and review business...

About Us:">Metropolitan is a leading insurance and financial services company committed to delivering exceptional client experiences.">Job Description:">We are seeking a highly skilled and motivated individual to join our team as a Financial Advisor. In this role, you will engage with prospective clients, sell insurance products, and provide after-sales...

About Our Client:Career-seekers Recruitment Solutions is a respected International Financial Services Group, providing financial solutions and advisory services to businesses and high net worth individuals in South Africa.The Role:We are seeking a Consumer Portfolio Manager to join our client's team in Cape Town, South Africa.Key Responsibilities:Drive...

About IWCP Johannesburg LtdWe are a dynamic company that empowers individuals to succeed as financial consultants. Our mission is to provide world-class training, ongoing mentorship, and innovative tools to help our consultants build a rewarding business while guiding clients toward financial freedom.Key ResponsibilitiesCultivate and maintain strong...

We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join Old Mutual South Africa.Job DescriptionThe role is about championing valued customers to achieve their lifetime goals by identifying financial needs, providing sound financial advice, recommending and implementing 'fit for purpose' financial plans...

**Unlocking Financial Freedom**At IWCP Johannesburg Ltd, we believe in empowering our consultants to succeed by providing world-class training, ongoing mentorship, and innovative tools. As a Financial Consultant, you will have the opportunity to transform lives and your career while building a rewarding business.**Your Key Responsibilities Will...

Old Mutual is a leading insurance company in Africa, committed to empowering individuals and businesses to achieve their financial goals.We are seeking a self-motivated and dynamic Part-Time Financial Advisor to join our team. As a champion for our valued customers, you will identify their financial needs, provide sound advice, and recommend suitable...

Job DescriptionWe are seeking a highly skilled and motivated individual to join our team as a Financial Consultant. In this role, you will be responsible for providing excellent client service and financial education to achieve targets through the marketing and selling of Old Mutual products.

Direct message the job poster from Network AssociatesPassionate Problem Solver | Driving Business Excellence | Bridging Technology & AccountingAre you a seasoned accounting professional with expertise in Sage Cloud Accounting? Do you have a passion for helping businesses streamline their financial processes with cutting-edge technology?We're looking for a...

Company Overview:As a leading financial services provider, we champion our customers and employees, embracing diversity and inclusion to drive mutually positive futures.We are passionate about empowering individuals to reach their career goals and dreams through quality training and support.What We Offer:Opportunities for growth and developmentQuality...

What We're Looking ForProven Experience: Proven experience with Sage Cloud Accounting (implementation, customization, support).Strong Understanding: Strong understanding of accounting principles and financial management.Excellent Problem-Solving Skills: Excellent problem-solving skills and the ability to manage multiple projects.Great Communication Skills:...

Key ResponsibilitiesExpert Consultation: Provide consultation on Sage Cloud Accounting solutions to clients.System Setup and Migration: Assist with the setup, migration, and customization of Sage Cloud Accounting.Ongoing Support: Offer ongoing support, training, and troubleshooting to clients.Automated Reporting: Develop and implement automated reporting and...

Location: Port Elizabeth, Eastern Cape, ZAWho 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 pride ourselves in helping our financial advisors to realise their worth.The purpose of the role is to provide new and existing...

Empowering Financial Growth">Cultivate lasting relationships with clients and unlock their financial potential as a Financial Consultant at IWCP Johannesburg Ltd. Our team provides world-class training, ongoing mentorship, and innovative tools to support your journey.Key Responsibilities:Foster strong client connections through networking and...

Job Summary: We are looking for a highly skilled Sales Consultant to join our team in the Eastern Cape region. The successful candidate will be responsible for acquiring new clients, promoting and selling our financial products, and providing exceptional customer service.This is an exciting opportunity for a motivated and results-driven individual to join...

We're Hiring: Financial Processing SpecialistJoin our team and take charge of vendor processing, reconciliations, accounts receivable, and bank & credit card reconciliations. Accuracy and attention to detail are keyResponsibilitiesExperience in financial processing requiredXero experience is an advantageStrong reconciliation and problem-solving...

Unlock Your Potential with IWCPAt IWCP Johannesburg Ltd, we're dedicated to empowering individuals to build a prosperous financial future. As a Financial Sales Consultant, you'll play a pivotal role in shaping the next generation of leaders in wealth management.Key Responsibilities:Build and nurture lasting relationships with high-net-worth individuals...

Let's Write Africa's Story Together Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Job DescriptionProvides advice on a specific range of products to a specific allocated market and is individually accountable for achieving results through their own efforts.ResponsibilitiesCustomer Service: Carry out standard...