Virtual Business Financial Advisor: Investments

A leading financial service provider in South Africa is looking for a Business Financial Advisor to provide risk and investment advice through virtual channels. The ideal candidate should have a relevant degree, 3-5 years of experience, and strong sales skills. This role involves managing clients and portfolios, ensuring compliance, and achieving sales...

A leading financial institution in South Africa is seeking a Business Financial Advisor to provide clients with risk and investment advice. The ideal candidate will have a relevant degree and experience in financial services. This role involves managing portfolios, achieving sales targets, and ensuring compliance with legislation. Strong sales and client...

A leading financial services company in Worcester is seeking a Business Financial Advisor to provide risk and investment advice. The ideal candidate will have a relevant degree, CFP qualification, and 3 to 5 years of experience. This role requires strong sales and client service skills, adherence to compliance processes, and an ability to manage client...

A financial services company located in Worcester is seeking a Business Financial Advisor to provide risk and investment advice. The ideal candidate will have relevant qualifications in Finance or Accounting, 3 to 5 years of experience, and a strong sales background. You will deliver exceptional advice, manage client portfolios, and ensure compliance with...

Business Financial Advisor page is loaded## Business Financial Advisorlocations: Worcestertime type: Full timeposted on: Posted Todaytime left to apply: End Date: December 3, 2025 (5 days left to apply)job requisition id: R43623# **Job Description**To provide appropriate risk and investment advice for Clients through virtual channels. Adhering to FAIS...

**Job description**: We require a Paraplanner to provide an efficient administrative support function to Advisers. In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after accounts and support in basic financial planning. **Responsibilities**: - Financial Planning...

Financial Advisor - Western Cape (Worcester & Stellenbosch) Join to apply for the Financial Advisor - Western Cape (Worcester & Stellenbosch) role at Metropolitan Role Purpose 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...

Financial Advisor - Western Cape (Worcester & Stellenbosch) Role Purpose 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 /...

Job title : Financial Adviser AIFA : Relationship Banking Investment (FAIS) Job Location : Western Cape, Worcester Deadline : November 30, 2025 Quick Recommended Links Jobs by Location Job by industries Job Summary To identify the long term (life) risk and give advice to clients on their life assurance needs using the limited architecture framework. To...

**VACANCY | PARAPLANNER | WORCESTER, WESTERN CAPE | PERMANENT** PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people...