Financial Advisor
5 days ago
Reference: PE -RW-1 Our client in the Financial Services Industry based in Cape Town is currently looking to employ a Financial Advisor (Risk Products). To provide and implement advice in respect of insurance needs and solutions to the company clients in conjunction with the companies Partner. Afrikaans first language preferred.A wonderful career opportunity awaits you. Duties & Responsibilities Requirements: Minimum 5 years’ experience as a Broker Consultant / Life Insurance Agent, etc. Ability to function at a strategic level whilst fulfilling operational responsibilities. Meet the FAIS honesty, integrity, and good standing requirements. Meet the FAIS minimum experience requirements in respect of long-term insurance products. Must not have been declared insolvent or provisionally insolvent. Excellent communication skills, verbal and written. Excellent negotiation and persuasion skills. Client oriented, with strong interpersonal skills and able to take the initiative (self-starter). Emotional resilience. Appropriate tertiary qualification (bachelor’s degree in commerce, finance, investments preferable). Have a qualification recognised by the FSCA for FAIS purposes. Preference will be given to candidates with a CFP. Have completed relevant class of business and product specific training. FAIS compliant (continuous professional development). Completed supervision for long-term insurance categories. Fully computer literate, xPlan experience advantageous. Responsibilities and expectations but not limited to: Analyse and identify Life and Short-Term Insurance (STI) opportunities within the client bases of their panel of financial planning partner’s practice. Prepare comprehensive advice documents (proposals, comparisons, and quotation) for presentation to clients. Provide the specialist advice in respect of Life Insurance (Death, Disability and Critical Cover) needs. This will include specialist areas such as Estate Planning and Business Assurance. Implement the agreed solution for clients and manage underwriting and other onboarding requirements. Review clients cover according to internal business procedures, or if client circumstances change. Acquire short term insurance leads from the company’s financial planning partners. On receipt of the client’s consent, refer these clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment. Communicate and receive confirmation from the STI tele-advisor that the appointment has taken place and the outcome of the appointment. Maintain and develop client relationships. Support and contribute to company initiatives to communicate to, educate and engage clients in order to better meet their needs. Monitor and report on the success and implementation of client and partner focused initiatives. Adhere to the culture and principles of TCF – treating customers fairly. Comply with Group and Industry regulatory requirements. Package & Remuneration Monthly #J-18808-Ljbffr
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Financial Advisor
2 weeks ago
Cape Town, South Africa Financial Wealth Capital Full timeAt Financial Wealth Capital, we truly care about your family’s financial future. This is why we endeavour to help consumers live financially free by providing them with expert guidance on navigating each step of their financial journey. We are currently looking for a Financial Advisor with an RE5 accreditation. **Key Duties, but not limited to**: -...
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Financial Advisor
1 week ago
Cape Town, South Africa Infinitum Financial Solutions Full timeWe want high-achievers, collaborators, people-orientated advisors with entrepreneurial drive. We are hiring qualified financial advisors. Great value propositions. Training allowance of R50,000. No vaccination needed. Minimum requirements: - NQF5 qualification - RE5 - minimum 2 years financial planning experience - COB training completed **Job Types**:...
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Financial Advisor
4 days ago
Cape Town, Western Cape, , South Africa Origin Financial Holdings Full time R500 000 - R1 200 000 per yearCompany description:Origin Financial is one of the biggest IFA's in the South African market. We specialise in customized solutions and advice, tailored to each individual client's financial life cycle.We present a significant opportunity for experienced financial advisors to grow and secure their financial practice in our organization with a national...
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Financial Advisor
4 days ago
Cape Town, South Africa Metafin Financial Services Full time**Job Opportunity: Exceptional Financial Advisors Wanted in CPT!** Are you an outstanding financial advisor seeking an opportunity that perfectly aligns with your expertise and ambition? Look no further! At Metaf.in Financial Services, we are embarking on an exciting new venture with a strong focus on FINTECH. Join us on this incredible journey and...
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Qualified Financial Advisor
1 week ago
Cape Town, Western Cape, South Africa Succession Financial Planning Full time R900 000 - R1 200 000 per yearCompany DescriptionSuccession Financial Planning Advisory Services is a licensed financial services provider dedicated to fostering lasting partnerships between clients and advisers. Our mission is to help each client achieve financial freedom and wellness, regardless of their life stage. We aim to guide our clients towards their financial goals through...
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Financial Advisor
1 week ago
Cape Town, South Africa Infinitum Financial Solutions Full time**JOIN OUR DYNAMIC TEAM OF FINANCIAL ADVISORS!** **For recent graduates who want a career in sales with uncapped commission potential!** - A grade 12 (Matric) certificate - Excellent (written & verbal) communication skills - Proven computer literacy (MS Office Suite) - A clear criminal and credit record - 6-12 months of sales/retail experience - Previous...
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Financial Advisor
1 week ago
Cape Town, South Africa Metafin Financial Services Full time**Financial Advisor - Metafin | Cape Town (Atlantic Seaboard)**: - Empower lives. Shape futures. Leverage technology._ Are you passionate about financial empowerment and ready to take your advisory career to the next level? Join **Metafin**, a dynamic and forward-thinking financial advisory firm backed by Sanlam, where integrity, innovation, and impact...
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Financial Advisor
3 hours ago
Cape Town, South Africa Cross Wealth Financial Services Full timeCross Wealth Financial Services is based in Northgate Park, Milnerton. We are looking for Financial Advisors to join our team and help build solid relationships with clients and provide them with financial advice and solutions Requirements. **Requirements**: - Full FAIS recognized qualification - RE 5 - Not under supervision for all product categories -...
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Financial Advisors and Key Individual
4 days ago
Cape Town, South Africa IWI FINANCIAL SERVICES Full timeCape Town Financial Advisors required 1. Own laptop 2. Smart phone 3. Access to a stable WiFi Network 4. 2 Years Sales experience 5. Matric Certificate 6. Team Leaders with experience highly advantages 7. Benefits offered Key Individual 1. Qualified - RE1 + RE5 2. 1 Year experience 3. COB - Longterm and Short-Term 4. Subcategories: A,B and C +...
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Financial Advisors and Key Individual
4 days ago
Cape Town, South Africa IWI FINANCIAL SERVICES Full timeCape Town Financial Advisors required 1. Own laptop 2. Smart phone 3. Access to a stable WiFi Network 4. 2 Years Sales experience 5. Matric Certificate 6. Team Leaders with experience highly advantages 7. Benefits offered Key Individual 1. Qualified - RE1 + RE5 2. 1 Year experience 3. COB - Longterm and Short-Term 4. Subcategories: A,B and C +...
